I grew up in a hard working, loving, family where there was never enough money. We had what I’d consider a great life, I just didn’t realize it was funded by credit cards and a second mortgage. While I was attending university, my Mom introduced me to an opportunity to help families learn what ours had not been taught - helping families with their finances. I would get to educate families on concepts that are so important to our success, yet these concepts are not taught in school. My name is Shawna Kerr-Smith and I’m a financial coach. I have seen firsthand how having a plan for our finances and income reduces stress and brings clarity. There is so much more to life than just paying bills! Thank you for taking a few minutes to get to know me and to hear how I am writing a different story for my family and friends.

I know that money causes stress on relationships and on our health. Growing up we are not taught about how money works, so how can we do differently? My passion is to help families build plans that meet their goals and bring them peace in volatile markets. Whether you’re just getting started or already have a plan in place I can help you build a financial blueprint so you can navigate your financial journey. Finance, unlike other areas, is a topic that people are afraid to ask for help on or discuss with their friends and family. The stigma around not understanding money and having debt can be overwhelming, but I’m here to help - without judgment.

With education and a few tweaks to what you are currently doing, we can work together so you can live the life you desire. We can also create customized plans from the ground up if that is what you want. Retirement, company pensions, insurance, budgets, and getting out of debt - these are some of the areas we’ll explore. Maybe you’re starting out or starting over and you need to get your financial house in order - maybe you don’t even know what that means. That’s ok! My role is to work alongside you. We’ll be in this together to achieve your family’s dreams.

I’d like an opportunity to get to know you and find out where you’re at. Help you map out your financial roadmap and get you on the path to where you are debt free, financially independent, and where your money is working for you so you no longer have to work for money. You have nothing to lose and everything to gain so please reach out and schedule a time to connect. Thank you.