Gardner Brown Consulting Inc.

How to Prepare | What Clients Say | Personal Financial Resources

Financial Planning and Counselling

Doreen delivers financial planning and counselling services, privately and through the workplace, to a diverse group of clients. She uses a solution focused approach, providing practical, genuine and reliable guidance. Financial consultations can be face-to-face and over the phone. Fee only and no referral or finder fees accepted.

Detailed cash flow projections are used to illustrate the long term effect of various financial strategies. Guidance, based on academic research, is delivered with integrity. All client services begin with an initial assessment and at the end of this session you decide what the next steps will be. Sometimes clients get enough from the initial meeting to proceed on their own. Others times, Doreen is asked to do more analysis.

Since 1990, Doreen has been providing services to Employee and Family Assistance Programs (EFAP) and Career Management and Transition companies. Her assignments have included individual financial consulting and customized seminars or workshops for employees.

Money has the power to create great distress in our lives. Research and common sense tell us that worried employees are unable to concentrate on their work, struggle to maintain good physical health and find it difficult to maintain relationships at work and at home. Financial counselling, either face-to-face or on the phone, can assist worried employees to identify ways to get their financial situations under control.

What happens during one of Doreen's financial consultations?

T: 604 608 0816 | E: doreen@gardnerbrown.ca