What we do

Building your dreams

Helping you to realize your dreams for financial freedom

At WealthSmart, we understand that helping you with your financial future is a huge responsibility and a great privilege. The Dream Navigator was painstakingly designed over many years to provide the most effective and satisfying way to help you visualize and realize the dreams you’ve set for yourself.

Dream Navigator

Advantages

The Dream Navigator takes a fresh approach to helping you map out your financial future. Mostly it’s about great communication. Starting with a comprehensive discussion about what matters to you and where you’d like to see yourself, the program maps out your current financial picture and a road map to where you want to go, then identifies the ways to get there. After that, regular communications and adjustments turn your plans into reality.

Discovery 25%
Mapping Your Path 70%
Helping You Reach Your Goal 100%

Through communications and resources delivered between meetings, we support you in building your capacity to turn obstacles into opportunities, leveraging your unique strengths

Richard Vetter, WealthSmart

Scroll down to learn about our unique 6-part Dream Navigator Process designed to help you create the future you dream about

FOCUS FINDER

A conversation about your future

To paraphrase The Cheshire Cat in Lewis Carroll’s Alice’s Adventures 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 any journey.

This first step in our process begins with asking you the right questions. More importantly, these questions help you focus on the top-of-mind issues. Once we identify the top dangers or obstacles that are holding you back, the opportunities that excite you and the top strengths you can leverage, the stage is set for a transformative experience.

OPPORTUNITY DISCOVERY

Prioritize your next steps

Now it’s time to receive a summary of your 3 year vision along with an overview of the obstacles, opportunities, your strengths, and key action steps in moving yourself forward. This ensures that we are all on the same page before progressing further. This also sets expectations for working together and sets up a rock solid working foundation.

Through this discovery process, you’ll discover opportunities that are right in front of you, as well as options that you may not have known were possible.

CLARITY MAP

Your Custom Roadmap to Financial Freedom

The WealthSmart Clarity Map is a comprehensive, personalized financial report that shows you every aspect of your current financial situation and your vision for the future, along with a detailed analysis of what it will take to get from where you are to where you want to go.

Talk to us today to learn how we can create your own customized Clarity Map to help you on the road to the financial picture you’ve been dreaming of.

PROGRESS PLANNER

Specific direction on what you need to do

With technology, there is no lack of information. Our problem is what to do with that information. People tend to react to the urgent issues and often ignore the important ones. This is a behavioural problem and not a financial one.

The Dream Navigator’s Progress Planner delivers strategies and unique solutions that help you move forward. We work with you to set strategic action steps, timelines, priorities and accountability checklists for the purpose of moving toward your goals. The end result is diligent and purposeful progress.

CONFIDENCE BUILDER

Helping you progress toward your dreams

Confidence is the ability to transform fear into focused, structured thinking and action.

Through communications and resources delivered between meetings, we support you in converting obstacles into opportunities and leveraging your unique strengths. You have access to a variety of strategic thought tools that help structure your thinking. Plus, you have continuous access to our team for discussions and check ins.

TRANSFORMATION HORIZON

Focusing on continued growth

Transformations happen when we make new discoveries. Your goals and priorities will always be changing as you move toward them. Yet, for the small number of people who have written financial plans, few of them are updated to reflect a rapidly changing future. With the Dream Navigator, your structured review process continually adapts to these changes.

We regularly review your priorities and goals and establish further action steps. Our “No Stone Unturned Checklist” helps to uncover new opportunities for growth.