Dianna and Clayton

Dianna and Clayton are a vibrant and charming retired couple who’ve been married for nearly 15 years. They love staying active through travel, exercise, volunteering and making the most of every day. But not long ago, the freedom of retirement still felt uncertain. Limited savings, a small mortgage and only one part-time income left them unsure how to make their next chapter work.

After hearing Everything Financial on the radio, Dianna was drawn in by the honest, straightforward messaging. It stuck with her. “There was something sincere about the way they communicated. It felt different,” she recalls.

With Dianna unable to work since 2009 due to health reasons and Clayton approaching his 70s, they knew they needed support and a solid plan. That’s when they reached out to Everything Financial, and it was a game changer.

From the very first meeting, Dianna and Clayton felt at ease. Unlike the banks they’d spoken with in the past, the Everything Financial team took the time to understand their goals and create a customized plan through the Omni Formula—including guidance from Peter and Vy Tri.

“They explained everything clearly. There were no hidden agendas—just transparency and honesty,” they shared. “They treated us with respect and helped us create a program that truly fits us.”

Today, after three years with Everything Financial, the results speak for themselves:

• They’ve taken their dream trip to Italy—Clayton’s heritage—for three unforgettable weeks.

• They’ve replaced the flooring in their condo and taken multiple trips to Mexico.

• Most importantly, they’re living comfortably and confidently—without financial stress.

Regular check-ins every six months keep their plan on track, and the peace of mind that comes with financial clarity is, in Dianna’s words, “priceless.”

For Dianna and Clayton, financial freedom means being able to travel to see their 10 grandchildren—including those with special needs—without worrying about the cost. It means being able to help when needed, take care of their health and still enjoy the things they love. “We can hop on a plane to see our daughter in Northern BC, no stress.”

They’re proud to have referred several friends to Everything Financial, all of whom have had similarly positive experiences. “I wish I’d spoken to a financial planner years ago,” says Dianna. “It gave us a reality check, clarity and a path forward.”

Even though life threw some curveballs—like serious health challenges and a late start to saving—they’re grateful they found the right help when they needed it most.

Their advice for anyone planning for retirement? “Find a financial advisor who’s honest and transparent. Everything Financial never judged us for not having a massive portfolio—they treated us like we mattered. That’s rare.”

Today, Dianna and Clayton are mortgage-free, earning solid returns and enjoying the kind of retirement they once thought might not be possible.

Dianna and Clayton’s story is proof that it’s never too late to get your financial ducks in a row—and that a secure, fulfilling retirement is within reach. Don’t give up the things you love or the money you’ve worked so hard for. Let us help you build a plan that works. Contact Everything Financial today and take the first step toward your own success story.