Networth Management has been an independent boutique financial services firm since its inception in 1995. We use Values-Based Financial Planning™ to help our clients achieve their True-Life Goals. By design, we serve a finite number of clients in a close client community.
For Small Business
Work Optional Goals
Business Strategies and Succession Planning
The Unique Financial
Concerns of Women
Multi-Generational Wealth Management
Risk Management and Family Security
We Aren't Just Financial Advisors
We are parents, children, community leaders and entrepreneurs.
Our "Values-Based Financial Plan Process" is simple
During this introductory meeting, we seek to understand your unique concerns, values, passions, and True-Life Goals.
The Financial Road Map™ gives you a crystal clear assessment of your current financial position and outlines a simple action plan for achieving your True-Life Goals.
CLIENT SERVICE &
Our service and plan implementation systems give you greater peace of mind knowing you have a team focused on helping you realize your True-Life Goals.
PROGRESS & ACTION MEETINGS
Based on your personal preferences, we meet regularly to assess progress, celebrate success and update your plan to keep you on track to achieve your True-Life Goals.
Top Rated Advisory Firm
Networth Management has been awarded the “Top Rated Financial Advisory Firm” award by AdvisoryHQ.com.
What our clients say about us
— D & L Phillips
"We like the stability provided by Reagan and the Networth Team. Over the years a great relationship has been created because of the level of knowledge, comfort and sense of humour that is present in our meetings together. We feel very comfortable being served by Networth Management."
— John & Michelle Bergen
"We choose to work with Reagan and Networth because they are professional, thorough, and approachable. If we have an idea they give good knowledgeable advice around the reasons it is good for us or not. It is refreshing to deal with an organization that is honest, genuine, and has integrity. We never feel pressured as Reagan listens well before providing any advice."
— Mark & Gladys Verhelst
We have been benefiting from Networth’s guidance since 1996. We like that the service we receive is focused on more than just the amount of money that we have to invest. They helped us to understand and define the values that are important to us, and from these values identified the financial requirements required for us to sustain a life-style in retirement that aligns with the values. Once the financial requirements were known the right investment approach was then developed.
In our regular progress meetings we review how we are progressing towards our financial target, discuss if any of our values or goals have changed, review any changes in our lives that may impact our goal, and then together we discuss if any changes should be made to our investment approach.
Meet our Team
Creating Financial Clarity and Greater Peace of Mind for Successful People Since 1995.
As our Operations Manager, Claudine plays an irreplaceable role in the efficient and effective operation of our business. She answers the phone, schedules and prepares for client meetings, manages client communication and reporting, and much more.
And she does it all while raising four beautiful children and still finding time to be with her horses and improving her photography skills.
B.A. SC., CFP
Reagan Pflug has been serving clients since 1996. In order to serve at the highest level, he holds the Certified Financial Planning™ designation and mastered the proven and highly regarded "Values-Based-Financial-Planning™" method. This method, coupled with Reagan's deep commitment to serve, helps each client align their financial goals with their deepest held values and true-life goals.
Making Your Money Work For You Doesn’t Have To Be Complicated
It's simple, when your financial goals are aligned with your True-Life Goals, you can make decisions with greater confidence.