The Next Stage on Our Journey

The 2010 Fransen Financial RTCC Team

Thanks so much for stopping by the new website, and welcome to my new blog! I’m really excited to share with you all the latest investment news, as well as tips and advice for navigating the complicated world of finance.

One of the things I love about the new site is that it has allowed me to express a little more personality than my previous page. I’m sure you’ve noticed by now that the major theme of my branding is biking, and I think to most people who know me it won’t come as a surprise; I’ve talked many a client’s ear off about my latest rides or upcoming biking trips.

In many ways a bike ride is a lot like investing, and that’s what inspired me to create my “6 Steps to Your Financial Future” plan:

Step 1: Explore

Before you start a ride you need to figure out where you’re going, and how you want to get there. We’ll do the same thing the first time you and I meet; we’ll get together and have a no-pressure discussion of your hopes and dreams for the future.

Step 2: Discover

You can’t set off on a challenging path without knowing your own limitations. If you decide to move ahead with Fransen Financial, I’ll schedule another meeting with you to discuss your financial priorities.

Step 3: Plan

The bigger the ride, the more preparation goes into it. You need to have solid plan in place before you begin, so you’re ready for anything. This is just like investing; you’ll fully understand your plan before we set off.

Step 4:  Starting Line

Starting a race is huge, and you need to make sure all the parts of your bike are functioning properly so that’s you’re in good shape for the long haul. We meet with every client 45 days-in to ensure that we’re both comfortable with everything.

Step 5:  Monitor

Once you’ve found your rhythm, things start getting easier. But, it’s important to frequently check your progress to make sure you’re on track, which I’ll do on a regular basis for your financial plan.

Step 6: Adjust

If you hit a trouble spot, or if the ride isn’t as smooth as you wanted, then it might be time to make adjustments to the bike. As we proceed on the path to your financial goals, I’ll always be ready to make changes on your behalf.

The biggest difference between riding and financial planning? You always hurt the day after a big ride, whereas I make financial planning as painless as possible for everyone.

My Latest Challenge

Fitness is a big part of my life, and there’s nothing I love more than a long ride, especially when it’s for a good cause. That’s why I’ve been supporting the Ride to Conquer Cancer for years; it combines two great passions in my life, riding, and helping people. This year my team has done a phenomenal job fundraising, and we’re extremely close to reaching our goal of $35,000:


Team Fransen Financial 

92 percent of goal achieved.


If you’d like to support my Ride this year and help defeat cancer, then I encourage you to visit my RTCC page to donate online.

Thanks so much for your support, and thanks to everyone else who has already donated. We couldn’t do it without you.

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Aaron Fransen   CFP® , CHS, CPCA   |   CERTIFIED FINANCIAL PLANNER®, Investment Advisor   |   Suite 203 - 15350 34th Avenue, South Surrey, BC V3S 0X7   |   Tel: 604.531.0022