Hi, I’m Chris! I started Forerunner Financial for two reasons. I want to help others to live the life they desire by developing a healthy relationship with their money. And as I journeyed along this path myself I recognized the type of support I wanted was not available, typical financial people are here to sell products, not me.
I do have an education like other financial representatives, but I do not work with you like the others. I am here to coach and encourage you, and truly help you understand the connection between health and wealth. It is because of my desire to help that I choose not to sell investment products, instead I empower you to take control of your finances and overcome the fear, confusion, and anxiety that keeps so many of us stuck.
Free Financial Review
This is where it all starts for most, we understand that there is a certain level of trust that needs to be developed before we start working together. We are confident that through our unique financial review process you will see that we are different in the best way possible.
Coaching is the primary way that we work with our clients. And we offer 3 different packages depending on your situation and the support you need. The basics are Budgeting, Investing, and Ongoing Support.
There is no shortage of information that is available to all of us, and the Financial world is no different. But how do you know who and what to believe, and how do you act on it? We all know that we should eat better, exercise more, and save more money, but why don’t we do it? We believe that what most people really need is the support, and accountability of a coach.
Fee Based Advice
We can help you with setting up self-directed investments accounts, financial planning, re-balancing, and moving your existing investments at an hourly rate.
All the other Stuff
We can help you to do most of the financial things that your previous advisor has done, but we wont do it the same way. Check out our values if you want to find out more about why we operate differently.
The other stuff that we can help you with includes: Financial and Retirement Planning, Investing accounts (TFSA, RRSP, etc.), Life Insurance, Accident and Sickness Insurance, and Group Insurance and Investments.