Financial Planning

It’s your life.  If you don’t plan for it, who will?

Financial Planning

A Personalized Financial Game Plan for Professionals and their Families

It’s time to think differently about your money.

If you’ve ever wondered, “Is there anything else I should be doing to be smarter with my money?” we can help!

Whether you’re looking to improve your cash flow, put your lazy money to work, pay off debt or plan for your long-term financial freedom, we’ll help make sure you’re checking all the right boxes and not missing a single opportunity to be smarter with your money.

Financial Planning is a life long journey. You know where you want to go and what you want to do. Now, you just need to decide who you want to do it with. A great way to discover if we’re a good fit for you is to book a 30 minute complimentary introduction meeting.

Ready. Set. Financial Plan.

Excellent Reasons to Get Started With Your Financial Game Plan.

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Informative

Why don’t they teach this stuff in school? By providing useful information as part of the Financial Planning process, not only will you have solid financial information to work from, you’ll also understand how to use it to put your lazy money to work to make progress.

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Comprehensive

We’ll help you get really savvy about all things money. You can expect us to discuss spending habits, financial goals, debt, saving and investing, risk, taxes and pretty much anything relevant to your money situation.

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Personalized

Personal finances are, well, personal. Your Financial Plan is completely personalized to you and your life. No two plans are alike. We’ll work together to build a financial game plan for you, your family, your lifestyle and your finances.

Informative

Why don’t they teach this stuff in school? By providing useful information as part of the Financial Planning process, not only will you have solid financial information to work from, you’ll also understand how to use it to put your lazy money to work to make progress.

Comprehensive

We’ll help you get really savvy about all things money. You can expect us to discuss spending habits, financial goals, debt, saving and investing, risk, taxes and pretty much anything relevant to your money situation.

Personalized

Personal finances are, well, personal. Your Financial Plan is completely personalized to you and your life. No two plans are alike. We’ll work together to build a financial game plan for you, your family, your lifestyle and your finances.

How it Works. In Three Simple Steps.

Whether you’re starting from scratch or coming to us with some level of financial planning or strategy in place, together, we’ll address every aspect of your financial life in these three steps.

1. Where You’re At

What’s your starting point? We take a look at your current financial situation. What does your lifestyle look like today, how and where do you spend your money and what, if anything, have you done to save for the future.

Don’t worry, we’ve seen it all. We will discuss what you’re doing right and what you could be doing better. Also, we show you when you’re going to be a millionaire (spoiler alert: it doesn’t happen by winging it).

1. Where You’re At

What’s your starting point? We take a look at your current financial situation. What does your lifestyle look like today, how and where do you spend your money and what, if anything, have you done to save for the future.

Don’t worry, we’ve seen it all. We will discuss what you’re doing right and what you could be doing better. Also, we show you when you’re going to be a millionaire (spoiler alert: it doesn’t happen by winging it).

2. Where You Want To Be

It’s true, too much cash in the bank is doing you no favours but neither is investing without a plan (a.k.a. stock picking). Let’s define your aims and aspirations. It’s important to think about what you need, want and wish for.

With some clarity about what’s important to you, we can begin discussing your options and how to use your money in the most optimal way to help you reach your goals faster and in the safest possible way. Whether it’s paying off debt, saving for your kid’s education, planning a renovation or investing for your future, we’ll work with you to create a financial planning roadmap just for you.

2. Where You Want To Be

It’s true, too much cash in the bank is doing you no favours but neither is investing without a plan (a.k.a. stock picking). Let’s define your aims and aspirations. It’s important to think about what you need, want and wish for.

With some clarity about what’s important to you, we can begin discussing your options and how to use your money in the most optimal way to help you reach your goals faster and in the safest possible way. Whether it’s paying off debt, saving for your kid’s education, planning a renovation or investing for your future, we’ll work with you to create a financial planning roadmap just for you.

3. Your Financial Plan

Together, we’ve reviewed every investment statement, insurance policy, debt, employer benefit, and retirement contribution to date. At our game plan meeting, we will walk you through your very own personalized financial plan including a behavioural cash flow plan and a savings and investing strategy built around your lifestyle.

Whether your focus is short-, mid- or long-term, you’ll have a comprehensive financial game plan designed to protect your lifestyle and help you make progress.

3. Your Financial Plan

Together, we’ve reviewed every investment statement, insurance policy, debt, employer benefit, and retirement contribution to date. At our game plan meeting, we will walk you through your very own personalized financial plan including a behavioural cash flow plan and a savings and investing strategy built around your lifestyle.

Whether your focus is short-, mid- or long-term, you’ll have a comprehensive financial game plan designed to protect your lifestyle and help you make progress.

Get Started With Your Financial Plan

Getting up close and personal with your financial life is essential and we’re here to help you do just that.

Whether you’re looking to improve your cash flow and pay off debt or you want to plan for the long-term and put your lazy money to work, we’ll help make sure you’re checking all the right boxes and not missing a single opportunity to be smarter with your money.

Your comprehensive financial game plan is all about you. From the simple and straightforward to the involved and complex, after our initial complimentary meeting, you choose how you want to engage with us. We’ll provide a proposal tailored to you and your needs. You can expect your financial game plan will cover the items listed below.

Not Sure Which Plan is Right For You?

Your financial game plan is personal to you. Let’s discuss what you’re looking for and how we can help you.

Kind Words from Our Clients

Don’t just take it from us, read some kind words from people who work with us!

Personalized touch. Good advice. Having a person I can trust in my back pocket for life changes and questions. So much of finance is about mindset. I love how Lynn goes deep in our sessions to help me see what’s possible for my future. Lynn’s the best.

Jaeny

Thank you for your excellent guidance and support in all things financial. I look forward to a long association and will continue to promote your considerable talents – I consider it a gift I can give to people.

Michelle

When Lynn makes recommendations for me and my family, I know it’s because she is focused on doing the right thing for US. I trust her. She takes care of me and my family. I wouldn’t work with anybody else. Thank you, Lynn.

Sean

Don't Be Shy

If we didn’t answer all of your questions, feel free to drop us a line anytime.

Don't Be Shy

If we didn’t answer all of your questions, feel free to drop us a line anytime.