We coach vs advise | We educate over instruct | We use strategies over products | We focus on your wants instead of needs
And together we customize a plan that has redundancies in place making it impossible for you to fail.
To mentor open minded Families looking for a path to financial freedom, through education and implementation of leading-edge financial strategies.
To continue breaking the boundaries of typical financial planning by educating thousands of Canadian families to be confident in the financial arena, and as a result, empower them to experience peace of mind and true fulfilment in life.
OUR FINANCIAL GANE PROCESS
INTRODUCTION Learn one foundational strategy that you have never heard of before, essential to fully obtain your maximum financial potential.
DISCOVER Understand the different ways we can work together and what the Macro Vision is for our relationship.
IDENTIFY Review all of your financial data as well as your wants and dreams.
VISUALIZE Teach you about the one-page financial model and what the ideal model looks like. Explore together the strategic alternatives that are available to you.
IMPLEMENT You decide the actions that you want to take to improve your financial position with full understanding of the advantages and disadvantages of each move.
ACHIEVE Review the process and the changes you wanted in your model. Review next steps and continue to maximize your model each year to help you be in the best position you could possibly be in.