We want to meet you first. It costs you nothing except some time and a pleasant visit with us to share your goals and current situation. Confidentiality is paramount to us. We will set out to meet as regularly as you desire and update you as we deem necessary. Two-way communication is vital. We want to know when circumstances in your life have changed so that we can adjust your plan accordingly.
In 2018 we sought Judy Schrempf's services to advise us on planning for our financial security in retirement. We made a big decision to sell our family farm which was a very emotional time for us. It was important to find someone who understood our goals and even our fears in regards to our future.
In 2018 we sought Judy Schrempf's services to advise us on planning for our financial security in retirement. We made a big decision to sell our family farm which was a very emotional time for us. It was important to find someone who understood our goals and even our fears in regards to our future.
Services
Before we can plan your investments, it is important that we understand what is important to you. Spending patterns can be a good indicator of what you value most, but it can require some intentionality to ensure that your money goes to what you value. Everyone is different in their lifestyles, interests and hobbies.
I am a Certified Financial Planner (CFP) who focusses on understanding my clients' goals and values. My service to you, the client, is to build financial plans that become guiding documents for living a good life. As I believe there is always something new to learn, I am committed to continuing education that gives me the ability to provide my clients with up to date, thorough and sound advice.
Reviews (8)
Robin McCulloch
Oct 29, 2021
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Ellie Orsten from from Financial Health Associates was able to save me MONEY!!! Ellie reviewed my companies Extended Health Insurance plan for myself and my staff. She was able to find me another Insurance plan that gave my staff the same benefits and save me $200/month. Ellie made the transition super smooth.
Mallory Dietl
Oct 26, 2021
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Frankie Wonder
Sep 29, 2021
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The Ladies at Financial Health Associates are very dedicated to your person needs. For all areas. Ellie Orsten-Life Insurance, Critical Illness, Disability Insurance and Group Health Plans- Judy Schrempf- Retirement Goals with investments. Lacey Klassen -investments to plan for your future, while taking the time to go over debt management. AWESOME TEAM!!!!
J. P.
Sep 12, 2021
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My experience working with Ellie Orsten was a interesting challenge - she worked with such diligence and professionalism, it set a nice comfort zone. Ellie brought positive thoughts and information to the table and always work a smile. I’m glad I had the opportunity to meet Ellie and I highly recommend her and the company to anyone who’s looking for integrity, confidentiality and understanding.
Jasna
Jasna
Danielle Aubin
Dec 10, 2020
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Positive: Professionalism, Responsiveness
Worked with Ellie Orsten and Lacey Klassen here and both ladies have gone above and beyond in ensuring we get the best bang for our buck! Being a bsuiness owner also means there is alot to think about for the future and they have been incredibly accomodating and answered many many questions. Would highly recommend!
Worked with Ellie Orsten and Lacey Klassen here and both ladies have gone above and beyond in ensuring we get the best bang for our buck! Being a bsuiness owner also means there is alot to think about for the future and they have been incredibly accomodating and answered many many questions. Would highly recommend!
Jake Klassen
Sep 13, 2020
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Cody Nielsen
Sep 02, 2020
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Garth McDonald
Jul 05, 2016
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