About Us

I believe helping people make and implementimportant decisions today,

will enable them the     luxury of having choices tomorrow.

"I'm Isabelle Madeleine Frati and after many years as a corporte trainer, I experienced an unexpected career jolt which made me stop and re-evaluate my circumstances.   I call it my "life happened" moment, which forced me to reinvent my career - again, but this time it led me to take on a new direction.


I realized I could no longer allow the corporate world to be the conductor of my destiny - deciding when to downsize, restructure or disrupt my life.  I decided to seek out a new challenge where I could take my passion for training and apply it to a vocation to help others.


I found the marriage of these objectives in the world of financial planning.   After some diligent studies to obtain my industry credentials, my mission now is to share awareness of basic financial fundamentals, products and servcies to help people create positive changes in their lives.


I am proud to have helped many  individuals as well as business owners, reinvent and better their financial situations through education, awareness and proactive planning. 


I enjoy delivering workshops and seminars to share details on a variety of tools to help them realize thier goals.  I then work collaboratively with them to implement strategies to make their dreams a reality. 


I absolutely love what I do.    I find it's very rewarding to help people better their circumstances and change their lives."