LessTaxMoreCash
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My service is to take the money stress out of people’s lives by empowering them with education and customized plans to give them the peace of mind that they have the right roadmap to achieve their goals.
For over 20 years I have been a strategic business partner for my clients by educating them on strategies that will have a direct impact on their bottom line.
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1 customer review
nazreen mohammed
It was a very pleasant experience working with this group. They were very attention to detail and explained what was beneficial for me.
Would highly recommend using them
Money Coaching Sessions
These sessions are intended to focus on the emotional side of money and how it affects your well-being and the quality of your relationships. The unconscious behaviours that motivate your financial decisions will be explored to eliminate any limiting beliefs around money in order to establish healthy habits, inner peace, and strong interpersonal relationships.
Cash Flow Planning
Managing money is much more than math and it can be one of the biggest stressors in our lives. As a certified cash flow specialist, I’m trained to build and create a cash flow strategy customized for your unique situation to give you the clarity and specific actions you need to take to achieve those goals without compromising your lifestyle.
Financial Health Checkup & Retirement Readiness Report
Not knowing where you stand financially can be extremely stressful. That’s why it’s essential to get an objective assessment of your overall financial health from a professional advisor.
This session is designed to help you understand your current financial situation by outlining areas of strength and areas for improvement as it relates to your short-term and long-term objectives.
It includes:
A one-hour Zoom meeting and recording
A SWOT (strengths, weaknesses, opportunities & threats) Report with action items
A Retirement Readiness report
A 25% discount on a retirement plan
Retirement Plan
The only way to measure and know what you need to do to create, maintain and distribute wealth, is to have an integrated, holistic plan that incorporates and projects tax liabilities throughout your life.
This plan includes:
Comprehensive retirement plan.
When to take CPP and OAS to maximize your retirement income
A clear plan to maximize cash flow while minimizing taxes.
An overview of multiple scenarios to answer your “What if..” questions
Tax planning around investment accumulation and decumulation.
Estate planning and reducing your tax bill on passing.
An integrated, written retirement plan with your preferred scenario
