About me

While retirement may mean the end of a career for some, to me this simply meant more time to devote to starting a new one focused on my passion for helping people struggling with transitions in their lives.  When my Father passed away, I was young and watched my Mother’s daily struggles to figure out how to manage her finances and learn the necessary skills she needed to carry on.  This impacted me so greatly that it not only fueled my desire to understand how to manage finances and work in the Financial Industry, but it also ignited a flame in me to start my own business helping others who, like my Mother, may be going through similar experiences. 

With 35 years of experience as an Investment Advisor Assistant, I also bring strong organizational skills and compassion to understand the unique challenges that come with life transitions. Whether if it’s a death of a loved one, downsizing, or moving I can assist people when they don’t have all of the know-how, time or resiliency to tackle it themselves.  My mission is to help establish a sense of clarity, stability and hope for those experiencing such challenges. 

When a loved one passes away or suffers ailing health issues, it’s entirely normal to struggle with this new reality of feeling helpless and alone, where you find yourself asking what do I do now? How do I pay the bills, settle the estate or get organized in such a way that allows me to sustain myself?

I believe my services are so essential, there isn’t anything else out there like it. Consider me your peace of mind, through the entire process for as long as it takes for you to build the confidence to continue on your own. 

Bradley Lifestyle Planning isn’t just about investment reconciliation. It’s about taking the everyday challenges that exist with transitions in everyday life, especially as we age, and making them easier to get through it in a clear, purposeful, and methodical way that doesn’t add to the existing stress that comes along with challenges.  As a single parent, who’s lost loved ones, executed their wills, downsized and moved myself as well as many others, I know all too well how difficult it is, let alone to do it alone.

Please visit my website at www.bradleyplanning.ca for a list of my services and testimonials. 

Email: karen@bradleyplanning.ca

I would be happy to give you a free consultation, looking forward to hearing from you.

                                        Together we will succeed!