A New year is upon us once again. What a better way to start the new year than with a Renewed Lease on Life and your finances

Our “Discovery Process” guides you through  a 9 step Life Plan to determine what’s important to you and your loved ones starting with “Where are you right now?”

Financial Health and a great relationship to money is a key component to many other areas of our lives.  It’s a great time to think about your top 3 financial goals and just get started whether it’s to:

  • Attack your credit card debt
  • Contribute to your Retirement Plan in a lump sum or make a plan to contribute monthly for as little as $50 per month
  • Looking at other options for the money you have now such as guarantees of your principle or Socially responsible funds
  • Buying a home or a second property for revenue 
  • Save taxes and keep more of your money rather than sending to revenue Canada

It’s not just a financial plan, it’s a Life Plan

Advice for Real Life starts with You