Change your cover photo
Upload
Meri Li Forrest | Financial Coach & Financial Planner | Oakville
Change your cover photo
Meri Li Forrest

Financial Coach & Financial PlannerBe Wealthy Financial Coaching IncOakville, Ontario

I help clients navigate their finances so they can build the wealthy life they envision.
Financial coaching covers day-to-day money management, spending planning, improving money mindset, organizing finances & aligning habits with financial goal achievement.
Comprehensive financial planning for long-term goals, such as education funding, retirement planning, and other financial milestones.
Collaborative planning with an emphasis on enhancing financial wellbeing and reducing money stress and overwhelm.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Divorce & Separation Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFP® CIM CSC®️

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

I don't sell financial products

Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor