Belay Planning

Having a Certified Financial Planner "On Belay" has never been so important. Check out how you can partner with us as you ascend on your "financial climb" https://belayplanning.com/

See how life's better when working with a CFP professional. Something we take seriously. https://belayplanning.com/

"Now is as important a time as ever to review one’s portfolio to determine how exposed it is to a scenario in which the economy does not rebound as quickly as expected."

We are Financial Planners who want to get to know you, your dreams, and desires and who hold the experience, ability, and integrity to get you there. Learn more About Us here https://belayplanning.com/about-us/

Happy Mother's Day to all the rockstar moms out there!

In these difficult times, financial advisors explain how others can help their clients and prepare them for an uncertain future.

Strategize for the future with completely personalized financial plans, fund plans, estate planning, life insurance, and everything in between to secure your optimal financial future for you and your loved ones. Learn about our portal features here https://belayplanning.com/features/

Good news for people who are working from home due to COVID-19!

In the midst of uncertainty, having a partner you can trust on your financial climb is of utmost importance. We are On Belay. Learn more about us here https://belayplanning.com/about-us/

Worried about how COVID-19 will affect your retirement plan? You're not alone. This Ontario man lost 20% of his investments. Read about his predicament below.

If you have lost your job, have decreased income, need to stay home to take care of someone else, need to isolate or are sick yourself, these emergency resources can help cushion the financial blow.

Double-dipping will not be tolerated.

We hope this Easter holiday fills your home with peace, joy, and plenty of colorful Easter eggs. Happy Easter!