Is it time for an upgrade? Upgrade to the Values Based Approach of Financial Planning

How are you holding up during with these crazy swings the pandemic is throwing our way?  It's been a bumpy ride, a rollercoaster - yet there's been a lot of positives and improvements!

Is it time for an upgrade?  To take advantage of the new opportunities out there?

We are getting one day closer to the end of the COVID 19 pandemic, thank heavens.  Things will not go back to what life was back in 2019 - well, not for me and not for my clients... 

We've used this time to upgrade our services and I'd be happy to take you through a new exercise we are doing that might be relevant for you.   It has shown a real positive improvement with our client's money mindset, their motivation, and improved methods to design an even better future while enjoying today.

Are you serious about making smart choices about your money?  Looking for independent, unbiased and proper financial guidance?  If so, here's what I propose.

A 30-45 min Discovery Meeting.   

The outcome of this meeting is that you and your spouse will end up with a complete Financial Road Map.  The conversation we have will create a shared vision of your future, you will end up with an agreement on your goals, and benchmarking of your current financial reality, with your entire financial house in order - all in one interesting and powerful worksheet.

This process may also bring to light any gaps you might have so you can decide what to do about those... we often hear about greater marital harmony from this meeting alone!

You can book me via zoom at a time that works best for both of you by clicking here.  (I'd also be happy to meet in person if you prefer)

Here's a link to our financial resources that includes "5 Simple Steps to Design an Even Better Future"  We have received very positive feedback on the processes included in this report which includes our improved cash flow plan with the use of a prepaid KOHO visa as a spending account.  
- if you follow the advice, I know it will help you and your family tremendously😀😀

We are here to help you grow, protect, and keep what you built - reach out today to stop giving away your hard earned money to the governments, banks, fees, and the unknown


Be healthy, wealthy, and wise!  Push through the noise!



 


Steve MacLellan, P.Eng

The Financial Engineer

www.DesignAnEvenBetterFuture.com

Cell: 902.240.6508

Email: steve@thefinancialengineer.ca

Connect with me on LinkedIn here

Book a 15 min conversation with Steve:  Your future self will thank you for it!


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