Become Pain Free with Our Holistic Alternative!
At Future Values Estate & Financial Planning, we believe financial planning isn't just about numbers - it's about aligning your finances with your values and aspirations. We work with individuals, families, and business owners to create comprehensive plans that address your unique needs and aspirations.
Our Philosophy
We understand that your financial health is deeply connected to your personal values and goals. Our approach considers the profound questions of "will I be OK?" and "how can I make a difference in the world?" We'll work with you to connect your money to what's most meaningful to you.
Our Process
Our unique process combines values-driven decision making, responsible investing, and prudent risk management to create a holistic and personalized financial plan. We'll work alongside you every step of the way, ensuring you understand and feel empowered by your plan.
Our Services
We offer a comprehensive range of services to address all aspects of your financial life, including:
- Comprehensive Financial Planning: Develop a customized plan to achieve financial independence, income sustainability, family legacy and social impact.
- Individual Risk Management: Protect yourself and your loved ones from unforeseen events like death, disability, or critical illness.
- Business & Professional Planning: Tailor your financial plan to your unique needs as a business owner or professional.
- Insurance Planning: Review and optimize your insurance coverage to ensure you have adequate protection.
Our Team
Led by experienced financial planner Sterling Rempel, our team of professionals is highly skilled and dedicated to helping you achieve your financial goals. We are passionate about building lasting relationships with our clients and providing personalized, attentive service.
At Future Values Estate & Financial Planning, we believe financial planning should be about more than just numbers. It's about creating a roadmap to a fulfilling and purposeful financial future.Overall Satisfaction
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings and expressing their satisfaction with the services provided by Mike Schramm and Future Values.
Professionalism and Expertise
Reviewers praised Mike's professionalism, expertise, and ability to explain complex financial concepts in a clear and understandable manner. They appreciated his in-depth knowledge of sustainable finance and his willingness to take the time to understand their individual needs and goals.
Sustainable Investing
Many reviewers were drawn to Future Values because of their focus on sustainable investing. They appreciated the opportunity to invest in environmentally and socially responsible projects, and liked the idea of being able to choose which causes to support.
Transparent and Fair Advice
Reviewers praised Mike's transparent and fair approach to financial advice, saying that they felt he had their best interests at heart. They appreciated his ability to explain the risks and opportunities of different investments and his willingness to work with them to find the right solutions.
Workshops and Presentations
Several reviewers attended workshops or presentations led by Mike and found them to be informative, engaging, and easy to understand.
Personalized Service
Reviewers appreciated the personalized service they received from Mike and Future Values, saying that they felt valued and respected as clients.
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