A relationship with an advisor tends to be long term. They have the important role of helping you develop your financial strategy. And coach of your financial journey. Planning, saving, protecting your wealth, managing cash flow during retirement including transition and succession planning is a process, not a one-time event. As a #financialcoach I am on my clients team: helping them put strategies in place to reach their goals. Rhiannon is based in Invermere with Sunlife Financial and currently services all of the Kootenays, and also into Alberta.