Propel Insurance and Advisory Inc.

Farming families need more help with preparing for the next generation to takeover the farm and for their own retirement planning! I had a successful presentation to farming families in Red Deer County on succession and continuity planning. I will be happy if I helped one family open up discussion and bridge conflicts or barriers using the tools I provided.

Do you want a fun night out talking about money and planning your goals and dreams together? If anyone is interested in attending one of my "Money Talk For Couples" seminars please message me here. I am holding one in November based on demand. Don't worry, I make it fun and light hearted.

Arguing about money? You’re not alone. A financial planner may be just as helpful as a Counsellor in some cases since money is one of the biggest causes of anxiety or even separation among married couples.

If you’re married or living common law, then you should be doing these three things to improve your relationship.

1. Meet together with your financial planner at least twice per year.

2. Have a date night and talk about your personal goals and dreams.

3. Prioritize your spending so everyone gets what they need to be happy.

Contact us. We do financial consulting for families.

Arguments About Money Aren't About Money Arguments about money aren’t about money. They are about our dreams, our fears and more and are the main cause of conflict in marriage.

Chartered Life Underwriter was issued by The Institute for Advanced Financial Education (IAFE) to Susan Brown. The Chartered Life Underwriter (CLU®) credential has been widely recognized for more than 90 years as a superior mark of excellence in the financial services industry. CLU credential holders are regarded as elite financial planning professionals who raise the bar in developing effective solutions f...