You don’t have to know everything about financial planning – you just need to know how to ask the right questions. So ask your finance questions away. Don’t see your question below? Email Hello@LifestyleProtector.ca and we’ll get back to you as soon as we can.
We encourage you to come in for a free consultation if you’re ready to get started. Contact us today to set it up.
The first meeting is a chance for us to get to know each other a bit, understand what’s important to you about getting help with your financial planning, discuss your current financial picture and what goals and aspirations you might have, and what type of advice and assistance you’re looking for. This will determine if we are a fit and if The Lifestyle Protector can help. If you decide to sign up with The Lifestyle Protector, we will review fees, next steps and come away with an action plan for our journey together.
We understand – it’s a common problem. Many people feel as you do, with financial advice coming from banks, investments brokers and none of it connected. We can help. Sounds as though it’s time to engage in some planning to see where you are now and where you want to go. Read about How We Help or contact us today to get started.
That’s not a problem. It’s what we’re here for. It is never too late to get started planning for your financial future, and we’re happy you’ve come to us to start the journey. Let’s talk – contact us today.
We’ll have a lot of questions to start with, and it may take a bit of time to pull together all the answers. However, once we have all the data, it should take two to three weeks for us to prepare our preliminary recommendations for you. We are flexible and always ready to listen to your comments. We often adjust plans several times until you are 100% satisfied.
With The Lifestyle Protector, you choose how you want to work with us. The choices can be thought of as either a single purchase, or an ongoing subscription. And when you’re ready, give us a call to set up a time to meet – your first meeting with us is absolutely free, with no ongoing obligation to use our services. We love speaking with people and finding out how we can help you get the results you’re looking for.
We’ll take it! Send your feedback, comments, questions, and ideas to Feedback@LifestyleProtector.ca. As a learning initiative, we thrive on your feedback – it helps us get better.