The Financial Confidence Builder

Without a clear plan, it is difficult to achieve your goals. Our simple process will change that.

1. Focus

Where do you want to go?

To paraphrase The Cheshire Cat in Lewis Carroll’s Alice in Wonderland, “if you don’t know where you are going, any road can take you there.” It is important to know the destination before we embark on the journey.

It is entirely understandable that the obstacles you face may spark uncertainty and even fear. This can affect your confidence.

The Financial Confidence Builder will help you overcome those obstacles.

Is it travel, spending more time with family or perhaps having an impact in your community? Is it saving up to buy your first home or perhaps a recreational property to build family vacation experiences around?

2. Clarity

Where are you now?

We will help you to understand your current financial situation and coach you in assembling all the information you will need. 

Because a financial plan changes the moment we hit the “print” button, our clients prefer our nimble approach where we do our planning live, preferably over a shared computer screen.

These are some of the questions your financial plan should answer:

  • Will I have enough money? Will I be okay?
  • How long will my money last?
  • When can I retire?
  • When should I take my government benefits?
  • How much can I spend to not run out of money?
  • In what order should I spend my assets?
  • Is my current level of savings enough?
  • How much will I be able to pass on to my family?
  • Will my family be okay if I get sick, hurt, or die?

3. Progress

How will you get there?

Our Progress Planner takes obstacles and challenges and transforms them into step by step solutions that help you move toward your goals.

With each step forward, there is more progress to be made. Together, we will discover new opportunities and continually move forward.

Life changes! Your financial plan must continually adapt to those changes. Pursuing the goals that matter to you will be a lifelong process. Our review process assures that you will have a trusted advisor along the way.