 Money Coach | North Vancouver, BCSpecialization: retirement planning and debt management for individuals and families “The financial decisions we make effect our lifestyle, and our ability to realize our dreams and goals. It’s an honour to help my clients make their best choices, get their financial house in order and enhance their financial future, no matter what happens in the economy.” Annie's Style Annie is known for empowering and educating her clients as they work toward living their best lives—free of financial stress. She guides her clients in aligning their money with the goals and beliefs that are closest to their hearts. Annie’s Story Annie’s story begins far from Canada and far from finance. Specifically, it begins in Sweden where she was born. In Sweden she completed a bachelor of education, worked as an elementary school teacher and coached children’s sports. She also married an adventurous husband who, upon the turn of the millennium, lured her to beautiful British Columbia. Financial management was pivotal to their integration and happiness. They prioritized their spending so they could live the lifestyle they wanted, and successful in their efforts, they proudly became citizens a few years later. Perhaps it was because of this new respect for financial management that Annie serendipitously found herself pursuing a career in the financial services industry. She obtained the Certified Financial Planner designation and worked for eight years as a traditional financial planner selling investments and financial products. Ultimately, however, she realized that as a career she could do what she loved most: coach people to take control of their finances and achieve what they most desire with the money they have. Testimonials Before we started working with Annie we felt confused and reluctant to sort out our finances. She was very patient and sorted out all our finances. We now have all the information we need to make better financial decisions and a plan to help us stay on track and reach our short, medium and long term goals. Having a money coach is of great value and we would really like to recommend Annie to everyone. - Charlene & Daniel, Vancouver, 2011 The problem in life is that you do not know what you do not know. I had just received an inheritance and was feeling lots of stress and pressure to invest it wisely. I didn’t have a retirement plan and the uncertainty was weighing on me. I have much more knowledge now and a clear plan to reach my goals. I learned several tax strategies that will make a considerable difference to my net worth and therefore my retirement. I feel much more relaxed, confident and in control of my finances since I started working with Annie. She listened and everything was tailored towards me. I know I have a retirement plan, a road map and I know I will be able to retire and be OK. It feels great! Thank you Annie, I know I couldn’t have done all this without you! - S McKenzie, Burnaby 2011 | Office: (604) 803-7974 annie@moneycoachescanada.ca |