As a woman, regardless of age, employment status, or marital status, one of the key objectives of the financial planning process is to help you gain the financial knowledge you need to take charge of your finances. A Financial Plan helps break down the enormity of the planning process into smaller steps and objectives to ensure a clear financial roadmap is in place. Remember, you don’t need to tackle it all at once; breaking down the process into individual tasks can help you better understand your finances.

Questions about Stark & Marsh Wealth Management Services? Reach out to Candace Gelleta our Wealth Management Advisor directly by completing the contact form below.

Candace has been actively involved in financial planning since 2014. She is a Registered Retirement Consultant RRC®, has a Financial Planning diploma from the Canadian Institute of Financial Planning, and has completed her Certified Financial Planner CFP® certification through FP Canada.

Candace works with Stark & Marsh clients to build a financial plan that considers Financial, Insurance, Retirement, and Estate needs. She works closely with the Stark & Marsh accounting and tax advisor to ensure the complete financial picture, including tax implications, are contemplated.