One Hour to Wealth Program
The One Hour to Wealth program is a highly individualized approach to financial planning. If you have ever found yourself searching online for the latest financial advice only to become frustrated by the overwhelming amount of options available or if you are tired of spending years at the ‘big banks’ paying for products that are over priced and under valued, it is time to take a personal interest in your financial situation and make a change.
With years of experience from working with hundreds of families on the same basic principals of Plan – Protect – Prosper, MoneyAdvisor.ca has developed a program to ensure you are taking the proper steps to achieve and maintain financial success.
With the One Hour to Wealth program, we will complete the following based on your personal financial situation:
- ONE HOUR CONSULTATION – meet with a Certified Financial Planner to discuss your individual financial needs and determine where to go from here. The first hour may be enough to give you some ideas for a complete financial plan or additional time may be required, we won’t know until we start discussing your personal situation.
- EXCLUSIVE FINANCIAL ORGANIZER – a MoneyAdvisor.ca exclusive organizer which is the first step in becoming financially organized. This 13-pocked organizer will keep all of your important financial documents up to date and accessible when needed.
- WILL PLANNING GUIDE – an essential document that will help you prepare for the creation of your Will, which is an essential piece of any financial plan. We recommend the services of an accredited lawyer for the actual creation of your Will but this guide will prepare you for the preparation of this legal document.
- PERSONALIZED M.A.P. – thoroughly review your current financial situation and any potential areas that may have been forgotten or that are foreign to you. This M.A.P. (MoneyAdvisor.ca Planning) will review your current situation and ensure you are aware of the personal financial options available to you. By providing you with up to date information and new products, you are better prepared to make sound financial decisions for yourself.
- CASH FLOW ANALYSIS – do you ever wonder where all of your money goes every month? After you pay the mortgage, the monthly bills and spend a little on yourself, what do you have left? Have you managed to save or invest what you had hoped? Have you reduced your debt? Follow the MoneyAdvisor.ca 70-20-10 rule to stick to your monthly plan.
- NET WORTH ANALYSIS – it is important to be aware of how much debt you carry compared to how much you have in assets. Are you carrying good debt or bad debt? Separate your assets and liabilities with the MoneyAdvisor.ca Net Worth Analysis.
- R.I.P RECORD – an easy to complete list about everything that is YOU. Listing all of your essential details is an important piece of your financial plan as it combines the location of important documents, the current professional relationships you maintain and everything in between.
- EXECUTOR CHECKLIST – if you have even undertaken the task of being the executor/executrix of an estate, you understand the complex and time consuming job that it can become. If you want to ensure that your estate remains organized and easy to handle, reviewing the Executor Checklist and having it available to your estate will ensure everything is managed properly and efficiently.
What does it cost?
Just say you heard our Radio ad on Q107 and this service is free (normally $49.95!) . You are making a commitment to protecting your family and growing your wealth for years to come. There is no further requirement to purchase any services or products.
Our Certified Financial Planners have experience in various fields of financial planning including savings & retirement planning, education & family insurance protection as well as tax & estate planning. We are confident that we can offer financial awareness to your financial situation which will benefit your family for years to come. Let MoneyAdvisor.ca share our wealth of knowledge with you.
Call today to book your free one hour consultation! 403-209-6306 or toll free 877-552-1211
MoneyAdvisor.ca provides trusted, experienced Certified Financial Planners held to a strict code of ethics and who are members of The Financial Planners Association of Canada (ADVOCIS).
