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WELCOME TO SENSIBLE FINANCIAL PLANNING LTD.
Karen Backlun specializes in assisting individuals and families in making financial choices that suit their needs today and in the future.
Each client receives:
- Comprehensive financial planning and advice
- Short and long-term planning
- Objective advice towards achieving each new goal
- Equal respect, attention and care
- Education to help them understand their options
- Integrated Fee Approach
- Referrals to specialists in other areas
- Regular contact and review
- Karen is licensed in Mutual Funds and Insurance.
"I really love what I do. I teach people about money and how to use it to make their lives what they want. I get to know all the wonderful details of their lives and help them achieve their goals." Karen Backlun, BA, CFP, CEA
Events
July 17, 2024
Thank you for joining our fourth presentation, Back to Basics. If you were unable to attend please view the presentation by following the link below.
Presentation: Information Session #4: Back to Basics
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April 23, 2024
Thank you for joining our third presentation, Insurance: How Insurance fits with your Financial Plan. If you were unable to attend please view the presentation by following the link below.
Presentation: Information Session #3: How Insurance fits with your Financial Plan
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January 16, 2024
Thank you for joining our second presentation, Maximizing your Registered Plans – Benefits of Beneficiaries. If you were unable to attend please view the presentation by following the link below.
Presentation: Information Session #2: Maximizing your Registered Plans
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October 4th, 2023
Thank you for joining us for a presentation about Staying Safe online. If you were unable to attend please view the presentation by following the link below.
Presentation: Information Session #1: Staying Safe Online
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News
- Dec 10: Alaska Air is latest airline to boost guidance on strong holiday travel demand
- Dec 10: DSW parent’s profit dinged as cash-strapped consumers spend less on winter footwear
- Dec 10: I’m a 59-year-old recluse with PTSD and no living relatives. I have $900,000 in savings. How should I distribute my assets?