Pax Financial Planning and Education Inc.

  • Financial Services
205-810 Quayside Dr
New Westminster, BC V6M 3B9
(778) 773-0044
Hours:
By appointment

About Us

Pax Planning provides non-judgemental, fee for service financial planning. We don't sell insurance or investments or products of any kind. We take a coaching approach to facilitate dramatic read more
  • About

    Pax Planning provides non-judgemental, fee for service financial planning. We don't sell insurance or investments or products of any kind. We take a coaching approach to facilitate dramatic change.

    Areas of specialty:

    * Breaking unhealthy money patterns, including household cashflow management, overspending, money avoidance, and workaholism stemming from fears that there will never be enough.

    * Helping couples get on the same financial page, and have openness and ease around financial topics in their discussions.

    * Getting to the root of what you really want your money to do for you, and then formulating a step-by-step plan to get there.

    * Offering unbiased support to help you cope with the many mixed emotions and relational complexities that arise due to sudden money events such as inheritances, settlements, sale of a business etc.

    * Making sure that you can afford to retire at the time of your choosing, and with the lifestyle that you want.

    * Helping you make informed financial decisions by modelling and testing scenarios.

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