Wholistic Financial Planning
The Question is, when do you want to stop working? Maybe it means Retirement, or if you’re an Entrepreneur the question is, when could you stop work if you wanted to?
How much money will you need, to no longer HAVE to go work?
What does Retirement look like? Does the sound of Retirement cause anxiety? If it does it’s because we are all afraid of the unknown, and if we don’t have a Financial Plan or a Succession Plan, Retirement is the unknown.
Will I be able to maintain the lifestyle I have become accustomed to into Retirement?
How will we know how much money is needed without a Financial Plan? What will happen after we pass without a Succession Plan?
As an Independent Financial Advisor, I have developed the concept of Money Bags. Money Bags are anything you own that has value, like a TFSA, RRSP, your Home, Stocks, Private Equity etc. As your Independent Financial Advisor, we will determine together how full your Money Bags must be, to be able to stop working. We will determine while you are working how to contribute to the growth of your money bags in the Most Tax Efficient Way. When you stop working heading into Retirement, how to draw from your Money Bags in the Most Tax Efficient Way. Lastly when you pass, how to make sure your loved ones receive any Money Bags that you have planned to give them.
You may be wondering why we say, ‘Wholistic Financial Planning’? Well we look at your Life and your Finances as a whole, what is important to you, and how to make your aspirations of wealth a reality. We also look at reality, life. What if something happened to you and you were unable to continue working, and now cannot contribute to your Money Bags? Does this leave Retirement in jeopardy? Absolutely not, thus we say Wholistic. We will ensure you’re Protected in all aspects of your life, so no matter what happens, your future and your aspirations will be safe. We look at all the parts of your life as a Whole, and Wholistically determine the best Financial Plan to suit you and your family.
With Entrepreneurs Wealth Solutions, our Clients are our family.