Service Offerings

Our Services

Our approach is simple. Automate your income and protect your assets so you can become financially independent as soon as possible.

Our approach is unique. 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 making our services available for everyone. 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

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

$115
Per hour

  •  

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

What To Expect

Step 1

Free Financial Strategy Call

Step 2

Define Goals and Objectives

Step 3

Conduct Financial Analysis

Step 4

Develop Financial Plan

Step 5

Implement Plan

Step 6

Periodic Review

Step 7

Enjoy Life

What You Get

  • Free 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

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.
$ 299

  •  

Plus Tax

  •  

What’s Included?

  • Goals and Objectives
  • Cash Flow Management
  • Debt Reduction Strategy
  • Investment & Insurance Strategy
  • Net Worth Analysis
  • 24/7 Online Access
  • Update as needed

Coaching & Mentorship

What To Expect

  • A 12-week program providing accountability, expertise and resources
  • Weekly 90-minute Training/Coaching Calls
  • Weekly Assignments
  • Weekly Financial Tasks (saving goals, income/expenses tracking, bank account setup)
  • 24/7 access to coaching

$ 999

  •  

What You Get

  • A renewed relationship with money, one that is based on freedom and abundance
  • Empowerment to achieve your financial goals 2x faster, giving you peace of mind
  • A proven system for creating and retaining income
  • Elimination of bad debt and a system to accelerate debt paydown
  • Resources and tools to achieve financial independence
  • Increased monthly cash flow
  • Enjoyment and confidence managing financial affairs
  • Lifetime access to our resources and deals