We want our recommendations to be influenced only by what's in your best interest, and never by the potential for referral fees or third-party compensation. We offer Fee-Only Planning and Fee-Based Investment Management. A Certified Financial Planner is required to adhere to rigorous standards that are set and enforced by the FP Canada Standards Council.
Astra also provides the specialty of a Certified Divorce Financial Analyst and Certified Cash Flow Specialist. Zena Amundsen founded Astra Financial Services to help make planning your future more personal. The Astra team offers exceptional client service and our customer satisfaction surveys prove that our relationship with you is top-notch.
Astra also provides the specialty of a Certified Divorce Financial Analyst and Certified Cash Flow Specialist. Zena Amundsen founded Astra Financial Services to help make planning your future more personal. The Astra team offers exceptional client service and our customer satisfaction surveys prove that our relationship with you is top-notch.
Services
Zena Amundsen worked as a financial planner for eight years before founding Astra Financial Services in 2015. Her experience and education match her passion for exceptional client care. Zena is a published author, Certified Financial Planner, Certified Divorce Financial Analyst, and Certified Cashflow Specialist.
Unlike the majority of the investment world -which could be considered advertising and not advice - we don't promote the latest investment fads. Instead we rely on academic research and continual processes to develop long lasting investment strategies for our clients. Our investment portfolios are carefully designed to help retirement investors reduce risk, improve returns, and create a reliable income stream.
Like all major decisions in life, divorce requires a financial plan to help you move forward. We are here to help. Having an advisor is often a critically important part of the divorce settlement, complementing the skills of your attorney. We work together to help you navigate the specific money issues that come up during a divorce.
A Cash Flow Plan is not a budget. Cash Flow Planning is a structured plan that takes into account your proximity to retirement, your income, your assets and your debt. Your plan is all about choice, and it is designed around how you already spend your money. It is a system that allows you to choose to spend on the things you prioritize.
WHY: To help you evaluate the value of our services. You can make an informed decision about hiring our firm. We take our relationships serious and we know that this will help you decide if we are a good fit. WHO: Diligent savers over age 50 who have accumulated investment and retirement assets of $500,000 or more and would like elite advice and client service.
Reviews
Be the first to review Astra Financial Service.
Write a Review
