Are you ready for a financial plan?

While everyone can benefit from a financial plan, not everyone is ready for one. So how do you know if you’re ready?

We’ve compiled this short list of attributes and perspectives that we believe represents the right mindset for a financial plan.

A goal without a plan is just a wish.
— Antoine de Saint-Exupéry

Established families

Attributes:

  • Are couples over 50
  • Live in Alberta or British Columbia
  • Have a minimum of $500,000 financial assets
  • Have a household income over $100,000
  • Working is optional

Perspectives:

  • Understand the importance of planning and investing, but lack the time, skill, or desire to plan on your own
  • Are ready to follow and implement our advice, and eager to engage in our planning, investment, and risk management process
  • Appreciate personalized service from a knowledgeable team with a wealth of experience and expertise
  • Are more concerned about having a personalized plan of action rather than the latest trendy stock or investment
  • Are willing to invest in our process to benefit your future and share your LifeGuide Financial™ experience with others

Emerging families

Attributes:

  • Are couples under 50
  • Live in Alberta
  • Have already started saving and investing, and have accumulated a minimum of $50,000
  • Have a household income of $100,000 or more
  • Feel it's time to "grow up" and begin planning for your and your family's financial future

Perspectives:

  • Realize the importance of planning and investing, but lack the time, skill or desire to plan on your own
  • Are ready to follow and implement our advice, and eager to engage in our planning, investment, and risk management process
  • Appreciate personalized service from a knowledgeable team with a wealth of experience and expertise
  • Are more concerned about having a personalized plan of action rather than the latest trendy stock or investment
  • Are willing to invest in our process to benefit your future, and share your LifeGuide Financial™ experience with others
Sound like you or someone you know? Give us a call. We'd love to talk.