People spend more time thinking and planning their vacation than they do their financial house.
I have in one way or another for 20 years been coming alongside people to support and help them flourish in life. I joined Experior as I saw a need to help people find a holistic approach to building financial foundations and empower their families and leave a legacy.
What it looks like to work with me?
A Four step process of me coming alongside to support.
1. A Complimentary Financial Analysis – This is about discovering your goals, dreams, and needs. Often it results in not spending any more money but reallocating money to make it work for you.
Book today for a no obligation complimentary financial analysis today.
- Get out of debt sooner
- Retire secure
- A plan for income protection to care for your loved ones.
3. Put the plan into action – Because I believe it is possible for you to master your money instead of it mastering you. I will come alongside and coach you through the process helping along the way.
4. Annual Review – A yearly check into to review that you are on track and help you make pivots to your plan as needs or circumstances change.
Benefits of meeting with me
- Personalized service to meet your needs and goals.
- Experior has partnerships with many of the big and small insurance and investment companies out there. This means we shop the market for you.
- Experior has great people working together to help you succeed.
- A personalized financial coach that is free, looking out for your interest and goals.
How does it work
- Set up an appointment
- At the first meeting, we simply will meet for a consultation to get to know each other a bit, ask some questions to find out where you are at and where you want to go. I would like to complete an Expert Financial Analysis (EFA) which plots out retirement savings, debt reduction, and insurance needs. The EFA really takes a holistic approach to personal finances! All that we require to get the EFA analysis going are any statements that pertain to any investments (RRSP, TFSA, Company Pensions, Group RRSP, RESP Education Plans), debt (student loans, credit cards, lines of credit, mortgage), and insurance (personal, group insurance, mortgage insurance) that you might currently have as I will be able to document these and start getting you on your way. Also having your most recent Notice of Assessment from your income tax filing will help as well.
- I come back for a second meeting to share with you the results of the EFA
- You decided on the next steps.
