CashPlan

Your financial stress solution

  • Home
  • About
    • About CashPlan
    • About Phyllis Krane
    • Testimonials
    • Workshops & Seminars
  • Budgeting
    • Free Consultation
    • Seminar: Common Sense Budgeting
    • Workshops
    • 5 Step Process™
      • Self-Assessment Profile
    • The Kolbe A™ Index
  • How to Be a Good Investor
    • Workshop
  • Blogs
    • How to Be a Good Investor
    • Budgeting
      • DROWNING IN DEBT?
      • From Indulgence to Constraint
      • What is CashPlan?
      • Lifestyle vs. Values?
      • The Definition of Motivation
      • It’s All Relative…
    • tilted
  • Client
    • Client Login
    • Self-Assessment Profile
You are here: Home / Testimonials

Testimonials

happy-middle-aged-couple-gesturing-thumbs-up-sign-thumb16594504“I have known Phyllis Krane for over 25 years both personally and professionally. I have always found her to be honest and trustworthy.”

W. White, CEO, 3D Camera Company Limited, Toronto, ON

“I have worked with Phyllis for seventeen years. She has always been honest with us, and thoughtful, and has shown empathy in our situations.”

M. P., Toronto, ON

“In addition to her rich and diversified knowledge of managing money and financial matters, Phyllis provides invaluable insight and professional counsel in providing actionable change for achieving my financial goals.”

A. Rosen LLB. Toronto, ON

“Phyllis has been working with my family and has provided valuable advice on how to reduce the overall cost of care for my father. She is able to zero in on the issues and make me aware of the problems to be solved, and then provided a range of solutions for us to explore. I have found her direct and professional.”

S. Phillips, UK

“She guides her clients to solutions that make the most sense for them. But she doesn’t stop there, she continues to counsel and support her clients until they reach the results that they want and attain a sense of confidence.”

Kathleen Fowler, Attorney, offices in Dennis, MA, Wellesley, MA and Venice, FL

Get started today with your FREE telephone consultation!

Upcoming Events

There are no upcoming events at this time.

Follow Us

LinkedIn-Paloma Twitter-PalomaFacebook-Paloma

Contact Us

Phyllis Krane

info@cashplan.ca

Share This

Copyright © 2019 CashPlan - All Rights Reserved