Financial Health Associates - Lethbridge
About Financial Health Associates
I have always loved investing. Wealth accumulation, financial management and behavioral finance are topics that are both nature and nurtured for me. As a Certified Financial Planner (CFP), I am privileged to work in an industry where I get to help others learn more about their money – including how they relate to it and defining the purposes it serves for them. I truly enjoy working with people to plan for their future. Having the right game plan in place (including Offence and Defense) allows for major life transitions -whether planned or unexpected – to be navigated much easier as finances are almost always involved in some fashion.
John Wimber is quoted as saying “Show me where you spend your time, money and energy and I’ll tell you what you worship”. I am a strong believer in this, but that it requires intentionality to ensure that you not only have identified what is important to you, but also that your time, money and energy are in fact going in the direction that you’ve identified as important to you. That is the space I am honored to work.
Lacey is legally authorized to offer services in Insurance in Alberta and Mutual Funds in Alberta and British Columbia.
Contact Financial Health Associates
| Address : | 617 4 Ave S, Lethbridge, AB T1J 0N6, Canada |
| Phone : | 📞 +8799 |
| Postal code : | 1 |
| Website : | http://www.financialhealthassociates.com/ |
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| City : | J |
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Cody Nielsen on Google
★ ★ ★ ★ ★ Knowledgeable and great people with very effective programs. Highly recommend!
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Carol Hamilton on Google
★ ★ ★ ★ ★ GOOD INFORMATION FOR REVIEWING. THANKS
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Garth McDonald on Google
★ ★ ★ ★ ★ Both Ellie & Judy are very kind and have great knowledge in what they do. Dealing with Ellie, she will make sure you know what is happening from the beginning to the end of the transaction and she will make sure you are happy all the way through.
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Danielle Aubin on Google
★ ★ ★ ★ ★ Worked with Ellie Orsten and Lacey Klassen here and both ladies have gone above and beyond in ensuring we get the best bang for our buck! Being a bsuiness owner also means there is alot to think about for the future and they have been incredibly accomodating and answered many many questions. Would highly recommend!
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Mallory Dietl on Google
★ ★ ★ ★ ★ Lacey is a joy to work with. She provides no-pressure advice and suggestions and is always happy to answer questions. Highly recommend.
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Frankie Wonder on Google
★ ★ ★ ★ ★ The Ladies at Financial Health Associates are very dedicated to your person needs. For all areas. Ellie Orsten-Life Insurance, Critical Illness, Disability Insurance and Group Health Plans- Judy Schrempf- Retirement Goals with investments. Lacey Klassen -investments to plan for your future, while taking the time to go over debt management. AWESOME TEAM!!!!
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Robin McCulloch on Google
★ ★ ★ ★ ★ Ellie Orsten from from Financial Health Associates was able to save me MONEY!!! Ellie reviewed my companies Extended Health Insurance plan for myself and my staff. She was able to find me another Insurance plan that gave my staff the same benefits and save me $200/month. Ellie made the transition super smooth.
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J. P. on Google
★ ★ ★ ★ ★ My experience working with Ellie Orsten was a interesting challenge - she worked with such diligence and professionalism, it set a nice comfort zone. Ellie brought positive thoughts and information to the table and always work a smile. I’m glad I had the opportunity to meet Ellie and I highly recommend her and the company to anyone who’s looking for integrity, confidentiality and understanding.
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