We provide four essential services:

The Enhanced Wealth Building Strategy:  for people of all ages and stages in life, to lay the foundation of all risk management and wealth building strategies.  If this is of interest to you then I encourage you to:  

• Download my Special Report entitled “The Six Steps To Building Wealth”,
• Download the Wealth Inspector Software and begin to follow the instructions for completing your current Lifeline, Income and Expense Analysis and your current Net Worth analysis,
• Follow the links to the Finametrica website to complete the Financial Risk Profile questionnaire,
• Enroll to receive my Planning Ahead on-line newsletter.
• Take a look at the “Managing Your Life” series of programs each designed to help you evaluate and address challenging aspects of everyday life,
• Give me a call at any time to arrange a meeting time (either over the phone or in person).  Our first consultation will be free of charge (1 hour maximum).  All additional coaching time is purchased at a rate of $200 per hour.

The Enhanced Portfolio Strategy:  for those families with a minimum of $250,000 to invest who wish to have a more efficient, customized portfolio solution.   If this is of interest to you then I encourage you to: 

• Download my Special Report entitled “How To Build An Investment Portfolio”,
• Complete the Finametrica Risk Profiling Questionnaire.
• Send me a note to arrange a time to discuss your portfolio needs.
• Subscribe to my Planning Ahead newsletter.

The Tax Efficient Retirement Income Strategy:  Are you currently within 5 years of retirement or are you currently retired?  If so, then this program will be of great interest to you.  We will make arrangements to review your various after-tax income needs, assess your tax picture, review your financial risk profile and then assess the optimal strategy for your investments and pension.  To begin this process you will find it beneficial to:

• Purchase and read the Master Your Retirement book available in the on-line store.
• Purchase and read the Managing Your Retirement program that helps to assess other wishes and desires in retirement.
• Complete the Finametrica Risk Profiling Questionnaire.
• Send me a note to arrange a time to discuss your retirement income needs.  All coaching time is purchased at a rate of $200 per hour.
• Subscribe to my Planning Ahead newsletter.

The Tax-Efficient Wealth Transfer Strategy:  This program is often part of all of the financial planning and coaching work we do with our clients.  However, for some this is of increasing interest as you evolve through life.  Please send me a note and let me know what is on your mind in this area.  We can arrange a time to review you questions and concerns and develop a game plan going forward.

To do a highly effective and efficient job for you in each of these areas we incorporate the principles of the Enhanced Wealth Building Strategy at all stages.  This can be time consuming work but is a necessary and powerful component to enhancing your success.  To save you money in this process and to help empower you to achieve greater success in all aspects of your life, we encourage you to follow the steps outlined above.  

However, if the simplest step for you is to arrange a meeting time face to face or over the phone, please feel free to do so.  We would be delighted to hear from you and to have the opportunity to help you achieve the things that are most important to you in your life today.

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