Let’s get to the heart of what people truly want most. People are looking for someone they can trust –someone who can help them make smart choices about all aspects of their money so they can achieve their goals for their reasons. Do you desire a Financial Coordinator that can cut through the overwhelming financial noise and information to create a financial strategy that is congruent with your most deeply held values, your goals and your desired lifestyle?
We help our clients enhance their quality of life by getting their entire financial house in perfect order and keeping it that way forever.
Values Based Financial Planning is a philosophy and methodology to help you make smart choices about your money and your life. When you embrace this process you can achieve your goals in a way that fulfills your values, regardless of the current economic cycle.
The keystone of this process is the Financial Road Map. This powerful foundational tool provides you with a unique level of clarity. Within a single document, you will see a summary of your financial goals and the reasons these goals are important to you (your values). At a glance, you can see your current position with respect to cash reserves, growth and income assets, debt and insurance.
“An excellent exercise…offers peace of mind, clarity, inspiration, vision, focus, sense of freedom”. These are all words our clients use to describe the beneficial experience from having their Financial Roadmap created.
Your Financial Road Map®
Delegating your financial health (finances) brings big payoffs. It allows you to spend more time on the truly important areas of your life – areas that cannot be delegated. This can mean spending more quality time with family, becoming more fit and healthy, enjoying travel or hobbies, contributing more time to worthwhile meaningful causes, exploring your spirituality, or whatever is important to you. In any case, when your finances are looked after, you can take better care of what matters most to you.
We have found in working with our Ideal Clients that people with the following qualities benefit the most. They are people who are financial delegators; people committed to making a difference in their community; people who want to simplify their life; people who are passionate about achieving their goals; people who value our work together; people who are financially successful.
We hope that you too, will find clarity and inspiration to make smart financial choices to achieve your goals, for the reasons that are important to you, in order to enhance your quality of life.
Assuming you meet our Ideal Client profile the next step would be to schedule a time to complete your Financial Road Map® at no charge. This exercise will guide you through a compelling process to clearly outline your ideal life focusing on accomplishing those things requiring both money and planning to achieve so that you can experience the things that matter most to you.
Our process is focused on establishing whether there will be a good fit in working together and to assist you in getting real clarity around your most important goals and most deeply held values. In about an hour we'll be able to decide whether it makes sense to move forward together or if it makes more sense for us to point you in another direction more appropriate for what you're trying to accomplish. Either way, you will get real value regardless of which financial advisor you work with.
If we proceed together, we deliver fully comprehensive lifetime financial planning which includes, 10 Client Deliverable Services involving a checklist of 143 checkpoints which we cycle through annually, with one progress meeting every 4 months, forever.
We lead a Team of best-in-class Subject Matter Experts in the areas of - Tax, Legal, Money Management, Insurance, and Financial Planning. We create a written comprehensive step-by-step plan of action. As your Financial Coordinator I will hold you and everyone involved accountable, to ensure you have the highest probability of actualizing your ideal financial future.
If you feel you meet our Ideal Client Profile, and would like to schedule a time for us to complete your Financial Road Map at no charge, please call us at 403-543-7226 or email us at TA@ideal-life-experience.ca.
Your Personal Financial Website
Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.