The Cost Of Your First Consult is On Us
You Have Nothing To Lose
But Have These To Gain
- Retire Sooner So You Can Begin To Live Fully
- Get More Without Need To Save More
- Avoid Running Out Of Money In Retirement
Our Mission is to make you, your own MONEY HERO.
We do this through experise, education and co-creating financial plans with our clients.
More Predictable Rates of Returns, Tax Savings, Higher Retirement Incomes… all great right?
Who wouldn’t want those. But these are means to an end. And YOU get to decide what these would mean for you.
We believe that all of thes play a role in realizing your goals, but cannot be mistaken as goals themselves.
So here are stories* from real people who took control of their finances and gave themselves permission to recognize what they are really trying to accomplish.
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Deacon and Annie are DIY investors who were unsure if they were ready to retire, let alone give a sizable gift to help their daughter, Mila, buy her first home in Calgary.
Both Deacon and Annie prioritized helping Mila climb the real estate ladder and were willing to work longer just to help her get started.
Their financial plan confirmed that even if they carved out $100,000 to gift to their daughter, they would still have far more than enough to sustain their retirement.
As a result, Deacon and Annie will be retiring when Deacon turns 61 instead of working until 65.
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Amanda and Marcus both feel like they’ve had late starts in their careers because they chose professions that required decades of education.
They’ve worked with a bank advisor who did nothing but review percentage returns and justify the fees.
Since they both enjoy their work and want to work beyond their 60s, they wanted to know if they could “live it up” now instead of waiting until retirement.
Their plan showed them that they are “more than on track,” and we created a separate account that would allow them to spend tens of thousands on a dream trip.
Their plan gave them the confidence to spend now, knowing that it won’t impact their retirement.
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Julia approached us questioning whether retiring was at all within her reach.
After enduring a period of disability and a challenging divorce, she found that much of her retirement savings had been depleted.
She was aware that retiring on her savings alone was not feasible, nor did she wish to remain inactive.
We devised a plan illustrating precisely how much she would need to continue earning in order to sustain her lifestyle in San Miguel, Mexico.
We assisted her in identifying and marketing her unique skills, enabling her to generate an income online. She’s now engaged in writing and translating technical documents in Russian, all while residing in a Spanish-speaking country.
*Real stories anonymized and modified to protect the client’s privacy.
You Have Nothing To Lose
You Don’t Have To Take Our Word For It.
My Goal is that this FREE book, gives you more insights and clarity than your investment guy ever has.
Audacious… I know…
But, check this out. If you ACTUALLY APPLIED what’s in here you will: