how we get paid
Lifestyle Cash Flow Planning
Through simple, time tested strategies, you can feel in control of your income again without feeling restricted!
the solutions
No Fee for Service
We have made the deliberate decision to not charge fees for our services. You will never write us a personal cheque for your personal strategy sessions. Instead, we work with clients to implement strategies that work to their benefit and then we are paid by the companies in which you implement.
The product is never the solution, however there will be products used along with way.
We have discovered through our years of experience is that behaviour is the KEY to everything when to comes to money. There is only so much we can do with rate of return, tax efficiency and the right debt structure. If behaviour does not line up with the day to day spending it will never lead to the goal.
1. Build More Wealth
2. Reduce Risk
3. Protection of the Plan
4. No Additional Out of Pocket Cost
DISCOVER
Understand the problem and what can be done about it.
IDENTIFY
We only work with accurate numbers to give accurate strategies. You don't want a plan based on assumptions so we always ask for full information up front.
VISUALIZE
Your data on the model- exploring strategic alternatives.
Cash Flow Planning-- LEAP Model-- Internal Design-- Money Strategies
IMPLEMENT
You decide actions to take to improve your financial position.
ACHIEVE
Increase efficient and effective use of your money.
Annual Reviews
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