Cash Flow & Planning

Content

A clear picture of, and plan for, your cash flow is a crucial first step to achieving your financial goals. This may include things like maximizing your income, creating a cash flow plan according to your goals, automating your finances, debt repayment, credit building, planning for large purchases such as a home or vehicle, building an emergency fund and other savings, and creating tax efficiency. This session will include a complementary cash flow planner and a demonstration on how to use it.

Biography

Crystal Kelly is a Certified Financial Planner with 17 years of experience in the Financial services industry. The primary mission of her independent and indigenous owned financial planning practice, Amani Financial Inc., is to guide people to financial independence so that they can break the cycle of financial crisis and bring peace of mind to their lives. This is achieved through holistic, fee-for-service financial planning in the areas of cash flow management, investment planning, retirement planning, estate planning, insurance and risk management, tax planning and small business financial planning.

In addition to the CFP Designation, Crystal has earned multiple certificates and designations including Canadian Securities Certificate, Exempt Market Products Certificate, Life License, Qualified Associate Financial Planner Designation, 3H Financial Planning Certificate, and is currently a Chartered Financial Divorce Specialist candidate.

She is actively involved in her community in multiple ways including: as a volunteer financial coach with the Empower U program, through United Way, by offering pro-bono work throughout the year to those that face financial barriers, as a financial wellness workshop provider for the Be The Drum Program through Native Women’s Association of Canada, as a member of the Financial Planning Association of Canada, and now as a financial wellness workshop provider for Autism Edmonton.

Crystal believes that everyone deserves sound financial advice that's in their best interest, free from product pitches and sales tactics, and is making every effort to contribute to that mission.