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I am Planning Ahead

In our world, everyone wants to be happy, healthy, thin, and rich-preferably, as quickly and easily as possible. Books like The Secret become best sellers because most people are unwilling to do the hard work that is necessary to achieve anything worthwhile. They'd rather visualize positive thoughts with the expectation that they will be able to attract all the good things into their lives that they desire.

Happiness, health, and prosperity do not occur by accident. They are the result of deliberate design. And seeing that you're someone who is acutely aware of the need for professional expertise with your financial future, the right moves now can make the difference between doing OK/getting by and living out the fullness of your dreams.

Whether you are about to retire, or simply planning ahead, our team understands what to do. In working with us, we will help you create a realistic, easy to understand plan that gives you peace of mind now and plans for security well into the future. We work closely with you to clarify your life goals in order to make financial life plans that fit the unique circumstances you are facing.

Once we have a general idea of your life goals, our focus will shift to what you can do over the short term to get there. The focus will be on the next three years. (Thinking in shorter time frames inspires us to act instead of worrying about all of the things that are out of our control.)

Success is about course corrections, not the plan. So while the plan is important, the key to success is your ability to make the small and consistent course corrections. This is where our unique life plan excels. Once implemented, it then transitions into our service cycle to maintain a dynamic interaction with you, thereby ensuring the right changes are made to keep you on course.

Testimonials

"He is open and honest and has a sincere interest in the personal lives and financial affairs of his clients."

Paul Nothof
Partner, Ogilvie LLP
Edmonton, AB

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