The 6 Most Important Financial Planning Considerations For Small Business Owners
Financial planning is essential for the success of any small business. Owners can take control of their finances and secure the future of...
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Tailored financial advice for every stage of life.
SERVICES
A comprehensive and customized financial plan without the pressure of product pitches and sales tactics. An in depth analysis of your current situation will be done and a clear path forward will be designed, specifically for you and your unique circumstances. With a fee for service model, you can trust that the recommendations provided in your plan are in your best interest. The financial planning engagement includes discovery, goal setting, analysis, recommendations, coaching and implementation.
Fee For Service Financial Planning
A sound financial plan incorporates risk management, which is where life, disability and critical illness insurance comes in. Complementary review of existing coverage, needs analysis and recommendations.
Risk Management & Insurance
Ideal for community groups, forum groups, businesses and their employees, educational organizations, women empowerment organizations and retreats. You will learn the basics of financial planning, see what a financial plan includes and how it can positively impact your life, complete a financial wellness assessment and have the opportunity to ask questions. The workshop can be tailored to the participant’s specific needs.
Financial Wellness Workshop
I specialize in topics of women empowerment, unique challenges women face with finances and wealth building, financial planning 101 and more.
Speaking Engagements
About
Crystal Kelly, CFP®
ABOUT
Crystal took the leap to start Amani Financial and create her own version of financial independence in 2021. With her 16 years of experience in the financial industry, she has developed a philosophy that sound financial advice must include the emotional and human part of the equation. Of course the numbers are critically important, however Crystal’s approach also considers the client’s dreams, fears, biases, life experiences, gender, beliefs, cultural background, traumas, values, and the list goes on. It’s not only about helping women explore and set their goals, but also about getting them there in a way that feels safe and brings peace of mind to their lives.
Crystal earned her CFP® designation and is required to adhere to rigorous standards that are set and enforced by the FP Canada Standards Council™ including a code of ethics, fitness standards, rules of conduct and practice standards.
Featured Articles
BLOG
Empowering women through planning, education and coaching
APPROACH
Women have unique experiences, challenges, opportunities and goals when it comes to finances and wealth building. Our aim at Amani Financial is to empower women who want to increase their financial literacy, create financial security, build wealth, and improve their overall well being and peace of mind around their finances.
What Is Financial Planning?
PILLARS
Budgeting, Debt Repayment, Automating Savings
Cash Flow
Management
Life & Critical Illness Insurance, Income Protection, Business Risk Protection
Insurance
& Risk
Asset Allocation, Risk Tolerance/Capacity, Efficiency of returns, taxes & fees
Investment
Planning
Retirement Readiness, Sources of Income, Asset Allocation for Retirees
Retirement
Planning
Review of Wills & Trusts, Inheritances, Terminal Tax considerations
Estate
Planning
Tax Liabilities, Income Splitting, Tax Efficient Wealth Strategy
Tax
Planning
Feature Podcasts
PODCASTS
Follow Us On Social
Social Media
Where the brand began...
ABOUT AMANI FINANCIAL
Amani, a Swahili word pronounced aa-mah-nee, is associated with calm and reason. Amani is not just about the absence of chaos, it also refers to the tranquility, peace of mind and serenity.
The primary mission of Amani Financial is to guide women to financial independence so that they can break the cycle of financial chaos and bring peace of mind to their lives. We specialize in cash flow management, investment planning, retirement planning, estate planning, insurance and risk management, tax planning and small business financial planning.
Amani Values
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in Touch
For inquires about our services, please feel free to reach out here. If you’re interested in scheduling a complementary 30 minute consultation, please go ahead and schedule your free consultation now.
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