Where do you find the time to manage your finances?
Just like the rest of us, juggling everything in a day leaves little room for sorting out finances.
Instead of handling it all on your own, how about letting our team work some magic with our Financial Blueprint?
Having a game plan written down can free up more time for the good stuff in life.
8:00am
Go to work
5:00pm
Get dinner ready
6:30pm
Help kids with their homework / Extra Curricular Activities
9:30pm
Get kids ready for bed
10:30pm
Unwind
11:55pm
Manage your finances? (Probably not!)
A Financial Blueprint can help bring a clearer vision to your finances
A step-by-step guide to your paycheque.
Wholistic View of Your Finances
Thinking about your finances holistically is a bit like cooking a great meal – you've got to balance the ingredients, adjust the heat, and make sure everything complements each other. Just like crafting a tasty dish, a wholistic financial view helps you blend your goals, adapt to life's flavors, and cook up a plan that's both satisfying and sustainable.
Save Time and Money
Streamline your financial decision-making by cutting down on time spent pondering over money matters. By providing a clear roadmap, it also helps you avoid costly detours, ensuring that your resources are strategically allocated to meet your goals efficiently.
Clear instructions for your paycheque
Eliminate the guesswork and save you time figuring out where your money should go. With a step-by-step guide, you can maximize your earnings, allocate funds wisely, and make the most of your hard-earned cash without unnecessary headaches.
Eliminate Uncertainty
A Financial Blueprint is like a compass for your money, helping you navigate through uncertainties by providing a clear roadmap for your money.
What's Inside
How can it help me?
Have you ever wondered where all your money is going?
This page is called the "Financial Position" and gives you an easy to understand high-level picture exactly how you're spending your paycheque.
We'll show you ways to:
- reduce your taxes
- effectively pay off your debts
- cut your insurance costs
So you can increase your savings and increase your living expenses so you can enjoy a better quality of life.
Effectively Eliminate Your Debts
If you're looking for a structured way to get those pesky debts off your back, this page of your Financial Blueprint can provide simple instructions to do so.
Most people think the best way to eliminate debts is by blindly throwing money at it. That's simply not true. There's more of a balancing act involved and some simple strategies which will be revealed in this section.
Some questions this section can answer:
- How can I pay off my mortgage in 10 years?
- Is there a way to pay off my debts faster without sacrificing my budget?
- What's the best way to pay off my mortgage, credit cards and loans
- Can I get a better interest rate on my mortgage?
Map Out Your Budget and Cashflow
This page will guide you through creating a clear roadmap for your money.
Learn how to manage your monthly income effectively, allocate funds to necessities and fun stuff, and still have room for savings.
Hit Your Goals & Dreams
This is where we turn your aspirations into achievable milestones!
Whether it's buying a home, traveling the world, or starting a business, we'll help you define clear financial goals. Learn to prioritize, create a savings plan, and track your progress toward turning those dreams into reality.
Clarify Your Vision for Retirement
We're all about making sure your future is as bright as can be.
Dive into the nitty-gritty of planning for retirement, figuring out savvy investment moves, and just generally getting your money game on point.
Whether you're new to this or already a pro, we've got tips to set up a solid retirement plan and build that wealth.
Get answers to questions like:
- Can I stop working at X years old?
- How can I better protect my assets from inflation, taxation and depreciation?
- How does my investment portfolio compare to others?
- If I retired tomorrow, how long will my money last me?
Fund Your Kids Education Without Breaking Your Budget
Here, we'll help you navigate the financial side of providing the best education for your little ones.
Learn how to make the most of government programs, budget for school expenses, explore funding options and ensuring your kids start their working careers without heavy student debts.
Get answers to questions like:
- How much do I need to fund my kids education?
- Is there a way to fund it without taking out a loan?
- How can I get the government to pay for my kids education without out-of-pocketing any expenses?
- How can I withdraw the money without triggering any taxes and unnecessary fees?
Set Aside an Emergency Fund
Here, we're all about helping you weather life's unexpected storms.
Learn the importance of having a financial cushion for those rainy days, and discover practical steps to build and maintain your emergency fund. From unexpected car repairs to medical bills, we've got your back.
This module empowers you to create a safety net, giving you peace of mind and financial resilience when life throws curveballs. Let's ensure you're ready to face the unexpected with confidence.
Protect What’s Most Important!
We're here to guide you through the crucial aspects of safeguarding your assets.
Learn about the importance of life insurance, mortgage insurance, and income protection.
From securing your family's future to ensuring your home is protected, and safeguarding your income, we've got the insights to help you make informed decisions.
Get answers to questions like:
- Is there a way to fully protect my spouse and kids with life insurance and grow my assets at the same time?
- Can I get a better rate on my home and auto insurance?
- How can I ensure my family is okay if I die too soon or live too long?
Is your money getting the growth it deserves?
If you're like most people, you might find it a bit fuzzy when it comes to understanding how your current investment portfolio stacks up against others.
This is crucial because you want your money to put in some serious work, maybe even more than you do in your job!
In this part of your Financial Blueprint, we ditch the confusing language and break down precisely how your portfolio has been performing in the past 5, 10, and 20 years.
It can answer questions like:
- How has your portfolio weathered different market conditions?
- What kind of returns can you realistically expect in the long run?
- Are there areas where your investments could use a boost or some strategic adjustments?
- What do you actually own?
- Is this portfolio the best vehicle to help me hit my financial goals?
When was the last time someone offered you a comprehensive plan like this for free?
Here's your chance. Simply click the button below and book a Discovery Call with our team.