WHAT I DO: I help my clients achieve the financial resilience and independence and well-being that they desire. For most people that means helping them to make their money last longer than they do. Our team will stay with our clients throughout their lifetime helping guide them through the ever changing financial and economic environment, while at the same time educating them and updating their financial plan as needed.HOW I DO IT: It at starts with a conversation. We sit down for a chat to find out who and what is important to you. What you really want and need, your hopes, goals and fears.After considering all the information that you share with me I’m able to assess your financial situation and see where you’re going given the realities of your work and life situations.Then I’ll present my recommendations to you in the form of Your Plan. I’ll propose several steps to take you from where you are today to where you’d like to be. Once we have agreed how best to proceed, we will move onto the next steps.WHY IT WORKS: It works because it’s your plan. Our solution is based both on your personal preferences and desires AND your financial realities. You will be able to live life on your terms knowing that you’re protecting what you already have and those dear to you as well as following a definite path to the future that you want.WHO I WORK WITH: Professionals, business owners, executives and families who are committed to working toward their financial goals.I also consult with businesses of all sizes to help with designing Workplace Benefits programs related to medical and pension and conducting financial wellness & education sessions with staff groups.IN MY PRACTICE I FOCUS ON: Financial Planning, Retirement Planning, General, Life & Health Insurance, Workplace Benefits, Succession Planning and Financial Wellness education.NEXT STEPS: Contact me at wayne.ifill@vanillafinancial.com or visit our website at www.vanillafinancial.com to book an appointment.