This is Karen's second time on my podcast and I'm really excited for you to hear as she talks about decluttering, what papers to keep and what to get rid off as well as understanding your group benefits and preparing for retirement. Get your pen and paper out in case you want to make notes as Karen shares some really useful information that we all need to hear.

Karen A. Baker, is a licensed Estate Planner and Financial Advisor who is passionate about instilling sound wisdom to train the next generation in using money as a tool and not a goal. With over 20 years in the financial services and insurance industry, she has worked in the admin role leading up to being an advisor - so she is well versed on documentation and ensuring that families are protected with the right combination of protection and income flow. She blends the technical, tangible and intangible wisdom in her practice to help the next heirs be wise with money and live generously. Her area of specialty is inter-generational wealth and working with special needs families and seniors.

Karen holds:

FCSI - Fellow of Canadian Securities Institute - the highest honour & most credential in Canadian financial services. It’s reserved solely for an elite group of experienced financial services. FMA - Financial Management Advisor, FIC, CLU®, CKA® and QAFP- Qualified Associate Financial Planner

Her mission is to help families implement tools to protect their ability to earn a living while maintaining a life of purpose.

Connect with Karen Baker for financial advice at [email protected] or www.faithlifefinancial.ca. She is available for bookings as a speaker for corporate events, family events and other special engagements.