Associate Advisor, Leanne Coleman


P: (780) 533-3456 ext. 106

Q: What do you enjoy most about being an advisor?
A: Meeting new people and listening to their personal stories, goals and dreams. Every situation is so unique.

Q: What’s the biggest challenge?
A: Financial security planning can be very overwhelming and confusing. The biggest challenge is getting people to see past today. Long term thinking is a little different for my generation.

Q: What do you love most about being part of Plan-It?
A: It’s a very unique company made up of unique people. While we are all quite different in many ways, we also compliment each other very nicely. Every member of our team offers their own expertise and areas of passion which really makes for a dynamic team.

Q: What qualities of yours makes you best suited to do what you do?
A: I have a lot of energy and love sharing knowledge and motivating clients to build bigger and better plans.

Q: How should people think about their finances?
A: Know where you actually stand today. Seems easy enough but many people struggle with this. Once you get clear on this you are ready start building something great.

Q: What do you love to do outside of work?
A: I am a mother with a 4 month old boy and a nine year old girl. They take up the bulk of my time right now. I also enjoy kickboxing, snowboarding.

Q: What would you be doing if you weren’t working with Plan-It?
A: That’s easy. I would be a stage hand for a major rock band and see the world on tour!

Q: What personal accomplishment are you most proud of?
A: I am a very proud mother. There is no bigger accomplishment then bringing new life to this world.

Q: If you could have one super-power, what would it be and why?
A: Having the power to heal.

Meet another member of our team