Members

Kathryn Mandelcorn

Vancouver

Vancity Credit Union

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Kathryn Mandelcorn

Member Bio

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Kathryn is a Certified Money Coach and a Financial Planner with over 25 years experience in personal finance and coaching individuals, families and businesses to use money in alignment with their values and goals. In 2022, she started Mindful Money to act as a personal financial officer for realtors, physicians and other incorporated small business owners. Kathryn specializes in assisting clients establish clear and distinct systems for managing both their business and personal cash flow. Kathryn understands the importance of maintaining separate financial structures to ensure clarity, organization, and optimal decision-making. Through her coaching and educational resources, clients will embark on a transformative path where they will explore and reshape their relationship with money. Kathryn helps clients gain insights into the underlying factors contributing to their financial concerns and equips them with practical tools and strategies to address them effectively. Kathryn's expertise lies in providing strategies and tools that will help clients streamline their financial processes, such as setting up separate bank accounts, implementing budgeting methods, creating tax payment systems and establishing clear boundaries between their business and personal expenses. By having separate systems in place, clients can gain a better understanding of their cash flow, make informed financial decisions based on the unique needs and goals of each aspect of their life.

Kathryn is a Certified Money Coach and a Financial Planner with over 25 years experience in personal finance and coaching individuals, families and businesses to use money in alignment with their values and goals. In 2022, she started Mindful Money to act as a personal financial officer for realtors, physicians and other incorporated small business owners.

Kathryn specializes in assisting clients establish clear and distinct systems for managing both their business and personal cash flow. Kathryn understands the importance of maintaining separate financial structures to ensure clarity, organization, and optimal decision-making. Through her coaching and educational resources, clients will embark on a transformative path where they will explore and reshape their relationship with money. Kathryn helps clients gain insights into the underlying factors contributing to their financial concerns and equips them with practical tools and strategies to address them effectively.

Kathryn's expertise lies in providing strategies and tools that will help clients streamline their financial processes, such as setting up separate bank accounts, implementing budgeting methods, creating tax payment systems and establishing clear boundaries between their business and personal expenses. By having separate systems in place, clients can gain a better understanding of their cash flow, make informed financial decisions based on the unique needs and goals of each aspect of their life.

Specializations

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Designation(s)

CFP (Canada)

Compensation Models

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Professional Associations

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Education

College

Assets Under Management

Practice Size

Investment License

Provinces Licensed (Investment)

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