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| “It was tricky to choose a financial planner. You must be very careful about who you choose. Some planners are tied to the banks – we wanted someone more independent. Plus, Odette is to the point which we like.” |
— Lloyd & Delores W., retired |
| “I had a few financial planners before and I was dissatisfied. Most other financial planners are non-communicators. Once the plan is done they are not on top of your finances. Odette really knows her stuff. She knows my portfolio. She knows me and my needs much better than my previous advisors. I get personalized attention. The whole team is thorough, professional and friendly.” |
— David M., retired |
| “I appreciate that Odette listens carefully. She’s forthright and passionate about what she does. I feel more confident about my finances now.” |
— Kyle S., art director |
| “I feel more secure. I feel like someone is looking out for my welfare. YOU FIRST Financial Planning worked out a plan that accounts for my age, expectations, and goals. It’s been right on track.” |
— Val H., administration manager |
| “I like having online access to investments. I work on my finances in the evening. I like to check on my investments to see how they’re doing. I’ve used the tax tables YOU FIRST Financial Planning have on the website.” |
— J. Marshall |
| “I would describe Odette as friendly, confident and genuine. She looks out for your well being.” |
— J. L.ee, art director |
| “Odette reads me very well. She understands my views, and I have confidence in her reasoning. I wouldn’t change anything about how YOU FIRST Financial Planning does business.” |
— Mr. Urquhart, retired |
| “I trust in YOU FIRST Financial Planning. The information I receive from Odette gives me a confidence level in her knowledge. I feel a much more personal connection with YOU FIRST than with other financial companies.” |
— R. Sleath. |
| “Thanks for the quick update today on what is happening in the market! We really appreciate your response to the current changes. It is nice to know we are in great hands with people who really care that our money is working for us. Thanks for the doing a great job for us.” |
— Sandy & Lowell H. |
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