I can help!
Retirement Decumulation
Cash flow planning
Tax Optimization
Investment Guidance
When the weight of “I need help with this” strikes deep I’ll meet you with your go-to cup of comfort and my trusty excel spreadsheets for us to plan our way through the fog.
Helping to find a balance between living your best life now, as well as setting up future you for success. Each plan uniquely tailored to help achieve your goals and dreams. From savings and investment plans, to retirement drawdown, and estate planning.
I’ve made it my mission to guide people with trust and practicality Likewise, there are infinite possibilities when it comes to crafting a comprehensive financial plan.
I see each partnership as a wonderful invitation for creation.
Financial Planner
& Coach
I’m cassie st amant
Ways to Work Together
Life changes, we meet goals, we have new ones. I'll continue to support your goals and plans, with plan reviews and additional detailed support for wherever life takes you (hopefully some awesome places).
What Do We Do After We Meet Our Goals?
Ongoing Support
Offering the best value. We’ll work at your pace through the 6 areas of financial planning to align your life goals with your finances. By the time we’re done, your money will be as orderly as a professionally organized closet on a reality show.
Your Personalized Path to Financial Success
Comprehensive Financial Plan
An hourly "Ask Me Anything" rate. Maybe you just have a quick question, you want to "dip your toes" into financial planning, or focus on a specific challenge. Hourly sessions can be rolled into the Comprehensive Financial Plan.
An Hourly Rate to Consult on Any Financial Question
Standalone
Session
OIl & Gas Professional
-Lindsay G
Working with Cassie completely changed the way I think about money. I was so green I didn’t even know how to buy and sell shares—despite already having a portfolio—and she patiently walked me through those transactions step by step without ever making me feel silly for not knowing. Cassie took the time to understand my situation, explained everything in a way that actually made sense, and gave me a clear, realistic plan moving forward.
I also came to realize that it’s not like when our parents were growing up—simply saving isn’t enough to reach retirement or other financial goals anymore. We need to be more intentional and create additional sources of income, like investing. With Cassie's guidance, I now feel confident, in control, and like my money is finally working for me instead of the other way around.
Virtual Assistant
-Narcissa Malfoy
I’ve been through so many group programs, coaches, and freebie classes. The marketing approaches were always “my way or the highway” or completely fluff from people who liked to hear themselves talk. Kayla and I got right to business…literally. We skipped the trendy strategy jargon I’m accustomed to and she used her sharp eye to pinpoint my growth opportunities.
Copywriter
-Helena Ravenclaw
I had tried just about every social media strategy you could think of, but nothing ever seemed to stick or gain traction. It wasn’t until I worked with Kayla that I finally understood why they weren’t working in the first place. She helped me completely shift my mindset, which opened the door for the personalized action plan she carefully guided me in creating.
