One of the many things that makes Rachel so valuable to her clients is her natural gift for putting people at ease. Finances can be stressful, and Rachel's ability to ease her clients' stress and uncertainty, and turn it into a practical plan, is invaluable. She deeply cares about all her clients which truly sets her apart.
Everyone could benefit from the wisdom of a financial planner, and Rachel Desmarais has the expertise and professionalism to help you realize your goals. You work too hard for your money to have nothing to show for it. Let us help you find the best way to maximize the time you have between now and your retirement!
Everyone could benefit from the wisdom of a financial planner, and Rachel Desmarais has the expertise and professionalism to help you realize your goals. You work too hard for your money to have nothing to show for it. Let us help you find the best way to maximize the time you have between now and your retirement!
Services
Rachel Desmarais was born in Haywood Manitoba. Moving to Owen Sound in 1977, she attended college in the hope of finding a career in the financial world. She later worked at Black Clawson Kennedy in the Accounting department, earning the respect of colleagues with her attention to detail and ability to multitask.
As a Certified Cash Flow Specialist (CCS) I offer a service called Behavioural Cash Flow Planning. I use a three step process to show you how to get more life from your cash flow.
The Behavioral Cash Flow Plan is a written document including specific advice on personal spending based on a standardized process that allows me to take into account your income, expenses, proximity to retirement (or other major goals) assets and liabilities and recommend how much you can spend on the things you can control in order to achieve your dreams.It includes specific and clear advice on both spending and debt repayment.
The Behavioral Cash Flow Plan is a written document including specific advice on personal spending based on a standardized process that allows me to take into account your income, expenses, proximity to retirement (or other major goals) assets and liabilities and recommend how much you can spend on the things you can control in order to achieve your dreams.It includes specific and clear advice on both spending and debt repayment.
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