Behavioural Cash Flow Planning™ is a vital part of the services I offer clients and prospects. I’m excited to help people figure out how to manage their existing dollars to achieve short and long term goals, and fund their dreams. Too many people are retiring with debt, limiting what they can enjoy in their golden years. The simple tools we give and the scheduled reviews make it much less stressful as they deal with all the “stuff” in their lives. Not sure where all your money is going? Time for us to sit down and create a Cash Flow Plan!
I am married to Maureen, and we are blessed with two adult children, Brittany and Matt, one son-in-law, Elroy, and one grandson, Rae. After graduating from the University of Waterloo, we lived in Sarnia before relocating to the Kitchener area.
Our mission statement is “Valued Clients Achieving Their Goals”. We are committed to building financial plans with clients, plans that are focused on their life goals. We provide a high level of communication and service. Financial planning is not a spectator sport, client involvement is essential to the fulfillment of each plan.
Vancea Financial Group
BSc University of Waterloo
301-1601 River Rd E
Tom’s ideal clients are:
business owners, families with incomes over $100,000, and couples preparing for retirement.