Lynn Whetham CFP - Stepright Capital Planning Inc

Description

Are you looking for a different experience with your financial planner?
How will your retirement differ from your father’s retirement? Are you basing your planning on today's realities? For 20 years my passion has been helping clients prepare for fulfilling lives in retirement starting from a focus on what they want. I have always been an ardent supporter of charities and non-profits and in 2014 I launched a radio show called Stepright with Lynn- empowering socially conscious individuals to manage their financial resources for the benefit of themselves, their families and the greater community. I am a Certified Financial Planner, Entrepreneur, Educator, Author, Speaker and Radio Show Host with a vision of a future where families, neighbourhoods, communities and whole societies support each other; where each of us lives up to our own potential so we can help others in a substantial way; where giving back is something we all practise – whether of our time, our expertise or our finances. I am dedicated to illustrating how when you commit to causes that you are passionate about, every aspect of your life takes on new meaning: Your wealth building, Your cash flow, Your time management, virtually every decision takes on new meaning from this new context. I would like to help you discover how regular giving leads you in a direction that expands the goodness around you. Estate Planning…for those who want to leave as much as they can to their families and as little as possible to the tax man. I am passionate about being a resource for those who want to find effective strategies to plan their legacy. “Every gift in every Will makes a difference.” It is my dream that it be common place for everyone to consider effective planning for their favourite charities in their estate plans. My 6 step process makes it easy for you to maximize opportunities for giving you may not know exist. I am the mother of four independent adult daughters and grandmother to 3 wonderful grandchildren. I live on a hobby farm near Sheffield Ontario with my husband Neil where my favourite pastime is trail riding with my horse Arrow and cuddling with my dog Newton. I’d love to get to know you. I’m here to help. Click on the mic to check out my radio show Stepright with Lynn.