Our Services
Learn How to plan your goals and dreams, then invest your money to enjoy your life.
Looking For Someone To Help You Gain Financial Independence?
Our Approach
Our approach is simple. Automate your finances and protect your assets so you can become financially independent as soon as possible.
Our approach is unique. We address your true wants and relationship to money so you can elevate yourself to attract and retain the wealth you work for.
Our approach is accessible. We are committed to ending financial misery on planet earth. That means we’ll make it work, no matter what stage of life you are at or where you are at with your money.
Consulting
Consulting and assessing your current financial situation to get you where you want to be
What To Expect
- 60 minute in-person or zoom call
- High-level discussion on your current financial status and financial objectives
- Verbal and written recommendations on next steps
What You Get
- Reasonable investment & insurance recommendations independent of outside influences
- Comparison of current investments vs potential investments
- Comparison of current insurance vs potential insurance
- Strategies on how to use available money
- Strategies on different options for your money
Financial Planning
Developing a customized financial plan to achieve your goals
What To Expect
Financial Independence Blueprint
The Financial Independence Blueprint is a detailed customized plan that illustrates how to get your financial affairs in order to eliminate debt, automate income and create generational wealth. It can be used as a stand-alone document or in conjunction with our guidance and implementation.
What To Expect
- Complimentary Financial Strategy Call
- Financial Independence Blueprint (Financial Plan)
- Action steps to protect and automate your income
- Cash Flow Statement
- Saving strategy to obtain 3-6 months of emergency savings
- Insurance strategy to ensure you create generational wealth
- Financial portfolio that includes TFSA, RRSPS, and RESP
What You Get
- Roadmap to Achieve Your Goals and Objectives
- Cash Flow Management
- Debt Reduction Strategy
- Investment & Insurance Strategies
- Net Worth Analysis
- Tax Optimization
Bookkeeping & Taxes
Making your numbers make sense and ensuring they give you peace of mind
Taxes are our biggest expense. Costing between 25% – 50% of our annual income that we work very hard for. Yet, millionaires and billionaires pay little to no tax. How?
Simply because they pay to learn the system and have the right people execute it. Well, if they can get away with that, legally surely, you can pay a few thousand dollars less tax legally. And you can.
Coaching & Mentorship
Mentoring and coaching you through sophisticated financial strategies
What To Expect
- 6 month program providing accountability, expertise and resources
- Monthly 90-minute Training/Coaching Calls
- Monthly Assignments
- Weekly Tasks (saving goals, income/expenses tracking, bank account setup)
- Access to after-hours coaching
What You Get
- Strategies to create financial independence sooner than the average Canadian
- Complete Mastery over your personal finances
- Ability to increase your Net Worth and Financial future with confidence
- Peace of mind around your financial goals
- Access to build and grow generational wealth
- Get out of bad debt and leverage good debt to accelerate financial independence