I'll be a close second.
Nobody is going to care about your money more than you do.
what we do
Financial planning that keeps up with real life
Financial planning isn't about predicting the future or sticking to a fixed plan. It’s about making well-informed decisions, then adjusting as life changes. At its best, planning is an ongoing process that involves regularly checking in and asking, “What’s my next best move?”
We’ll look at six key areas of your financial life: how you manage your cash, your investments, insurance and risk protection, retirement planning, taxes, and your estate.
Financial planning isn't about predicting the future or sticking to a fixed plan. It’s about making well-informed decisions, then adjusting as life changes. At its best, planning is an ongoing process that involves regularly checking in and asking, “What’s my next best move?”
We’ll look at six key areas
of your financial life:
how you manage your cash,
your investments, insurance and risk protection, retirement planning, taxes, and your estate.
Whether you’re looking for ongoing support or a one-time check-in to get clarity on a specific decision, our goal is to offer guidance that’s practical, flexible, and grounded in what matters most to you.
Finally, talking about money doesn't need to be weird.
Kylie offers a space where you can feel comfortable asking questions and understanding your options, no matter where you're starting from.
our approach
I'm a CERTIFIED FINANCIAL PLANNER® and the founder of Spero Financial Group Inc., a fee-for-advice firm based in Lethbridge, Alberta.
I work with people across Canada who want thoughtful, practical guidance... without the sales pitch. My role is to help you feel more grounded in your financial life, and supported as you plan for what’s next.
I help keep things organized and running smoothly at Spero Financial Group inc.
I'm an experienced bookkeeper and aspiring financial planner with a passion for helping people feel more in control of their everyday finances.
Financial advice that puts your goals first.
We offer flexible planning options to meet you where you are, with support that’s thoughtful, practical, and pressure-free.
If you ever need investment or insurance products, we can manage those in-house by request, but they’re never built into your plan or pushed as part of it. Any recommendations are always made with your best interest in mind.
our difference
"Kylie is more focused on building genuine relationships and helping clients, not just selling you whatever's going to make her the most money."
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