Lacey Klassen - Certified Financial Planner® - Lethbridge
About Lacey Klassen - Certified Financial Planner®
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 Lacey Klassen - Certified Financial Planner®
| Address : | 617 4 Ave S, Lethbridge, AB T1J 0N6, Canada |
| Postal code : | 1 |
| Website : | http://www.financialhealthassociates.com/ |
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| City : | J |
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Gizmo on Google
★ ★ ★ ★ ★ I really enjoy working with Lacey
She's very good at listening and coming up with a plan that suits us
Both me and Babydoll enjoy working with her
She's also very knowledgeable and I noticed when setting up appointments she's well prepared
Thank you Lacey
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Chelsea Wall Productivity Coach on Google
★ ★ ★ ★ ★ It has been a pleasure getting to know Lacey. Her kind and energetic personality is infectious. She is knowledgeable and passionate about helping people achieve their financial goals. I would highly recommend Lacey!
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Sammy Hampton on Google
★ ★ ★ ★ ★ Lacey loves her job! You can tell because she is very knowledgeable and very enthusiastic -She's a joy to be around! I always look forward to our annual review meetings!
If you're looking for some personalized, trustworthy, no-pressure financial planning, make Lacey your go-to!
Wow!!
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