Testimonials 2017-12-12T18:07:37+00:00

Testimonials


“When my wife proposed the idea of working with a Cashflow specialist, I wasn’t exactly sure what that would entail or if we needed the help. Having the opportunity to sit down with Kate & understand what she does really opened my eyes to the benefits of her work & the savings she could help us achieve. Her explanations & suggestions were easy to follow & extremely valuable.
Kate’s expertise was far more helpful to us to truly organize & understand our own, specific finances than any financial planner, account manager or “financial expert” I’ve ever known previously. She did everything custom for our lifestyle & goals which makes all the difference.”

Derek Yost, Centre Director/Owner, Mathnasium London, North/South
“Before knowing Kate & the unique service that she offers, our personal finances were far from organized. We weren’t thinking about long term savings & didn’t even have a good grasp on our daily cash flow as two entrepreneurs with fluctuating income. Kate took the time to truly understand our finances, family commitments & lifestyle as well as helping us to really narrow down our goals & the best way to achieve them. It took a lot of discovery on her part but she was always so empathetic, supportive & professional with such a delicate topic.
Now that she has set us up with a completely new system to handle our finances we breathe so much easier. She outlined everything meticulously, made everything so user friendly for us going forward & continues to be a line of support should we need it. The confidence & peace of mind we’ve gained made this the best investment for us!”
Stephanie Yost, Stephanie Yost, Coldwell Banker Power Realty Brokerage

“I knew I needed a different way to manage my day-to-day spending, but I was nervous to make a change. Kate listened to my needs and showed me a better way to manage my budget. It took me a couple of weeks to get used to the change, but now I love it. I know where my money is and how much I have for the things I need.”

N. Martyn, retiree

“I asked Kate to help me with a cash flow plan because I wanted to feel in control of my money. Our family already had a budget, but it wasn’t working. We wanted to save for a few things and not worry about the day-to-day spending. My spouse wanted to plan for his retirement in the next few years. Kate identified gaps in our budget and set up a new plan that included all of our goals and showed me how to use the plan.

She even helped me talk to my bank to be sure I had everything organized so that we could stay on track. Within the first two weeks my spouse and I felt less stress in our day-to-day spending and more in control of our money. It’s been few months now and I love to do my banking! It’s exciting to watch our savings grow. If you want to take back control of your money, I would recommend a call to Kate.”

V. Scrivens, London

Testimonials


“When my wife proposed the idea of working with a Cashflow specialist, I wasn’t exactly sure what that would entail or if we needed the help. Having the opportunity to sit down with Kate & understand what she does really opened my eyes to the benefits of her work & the savings she could help us achieve. Her explanations & suggestions were easy to follow & extremely valuable.
Kate’s expertise was far more helpful to us to truly organize & understand our own, specific finances than any financial planner, account manager or “financial expert” I’ve ever known previously. She did everything custom for our lifestyle & goals which makes all the difference.”

Derek Yost, Centre Director/Owner, Mathnasium London, North/South

“Before knowing Kate & the unique service that she offers, our personal finances were far from organized. We weren’t thinking about long term savings & didn’t even have a good grasp on our daily cash flow as two entrepreneurs with fluctuating income. Kate took the time to truly understand our finances, family commitments & lifestyle as well as helping us to really narrow down our goals & the best way to achieve them. It took a lot of discovery on her part but she was always so empathetic, supportive & professional with such a delicate topic.
Now that she has set us up with a completely new system to handle our finances we breathe so much easier. She outlined everything meticulously, made everything so user friendly for us going forward & continues to be a line of support should we need it. The confidence & peace of mind we’ve gained made this the best investment for us!”

Stephanie Yost,, Coldwell Banker Power Realty Brokerage

“I knew I needed a different way to manage my day-to-day spending, but I was nervous to make a change. Kate listened to my needs and showed me a better way to manage my budget. It took me a couple of weeks to get used to the change, but now I love it. I know where my money is and how much I have for the things I need.”

N. Martyn, retiree

“I asked Kate to help me with a cash flow plan because I wanted to feel in control of my money. Our family already had a budget, but it wasn’t working. We wanted to save for a few things and not worry about the day-to-day spending. My spouse wanted to plan for his retirement in the next few years. Kate identified gaps in our budget and set up a new plan that included all of our goals and showed me how to use the plan.

She even helped me talk to my bank to be sure I had everything organized so that we could stay on track. Within the first two weeks my spouse and I felt less stress in our day-to-day spending and more in control of our money. It’s been few months now and I love to do my banking! It’s exciting to watch our savings grow. If you want to take back control of your money, I would recommend a call to Kate.”

V. Scrivens, London