Financial Health Associates
Care that adapts as needs change.
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving Lethbridge families.
Lethbridge, AB
Questions families actually ask.
What types of financial services does Financial Health Associates offer? +
Financial Health Associates offers a range of services including life insurance, critical illness insurance, disability insurance, group health plans, retirement planning with investments, and debt management. The firm serves both individual clients and business owners. Multiple advisors on staff specialize in different areas of financial health.
Who are the advisors at Financial Health Associates? +
Reviewers mention several advisors by name: Ellie Orsten specializes in life insurance, critical illness, disability insurance, and group health plans; Judy Schrempf focuses on retirement goals and investments; and Lacey Klassen handles investments and debt management planning.
Can Financial Health Associates help business owners with group benefits? +
Yes, at least one reviewer noted that Ellie Orsten reviewed their company's extended health insurance plan and found an alternative that maintained the same staff benefits while reducing costs. The team is described as accommodating when working through complex business owner needs.
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