Our services cover a wide range
of options for your financial planning needs. You can choose from:
Overview
At LifeDesign Financial, we have helped hundreds of clients take control of their money and they now know:
• Where all their money goes
• How to get ahead financially
• What they need to do to retire comfortably
• How they can afford to work part-time, have a baby, start their own business
• How to manage money if they are widowed or divorced
• How to resolve money conflicts with their partners
• How to judge whether their investment advisor is doing what's best for them
• Whether to put money into RSP's or pay down the mortgage
• How to finance their children's education
Using a mix of financial strategies and coaching techniques, we help you clarify your life and financial goals and work with you to uncover and overcome what's blocking you from personal and financial success. We also give you the tools, techniques and strategies to take charge of your money and create the life you want.
We can tailor a financial planning and education program that works for you
You chose how you want to work with us. We offer workshops, small group sessions and private consultations. Many of our clients chose to participate in all three. In each of these formats, we follow a similar 3-step program of:
1) Self-Awareness - You will become more aware of your relationship to money, you will learn how to overcome your blocks and fears around money and you will have a clearer picture of what life and financial success mean to you.
2) Financial Knowledge - You will learn strategies and techniques for effective money management, including how best to manage your cash flow, how much you need to retire, what investments to chose, whether to pay down the mortgage or invest in an RSP. You will also learn how to manage money through times of transition and change.
3) A Conscious Action Plan - You will learn how to take meaningful and conscious steps to personal happiness and financial success.
Our services cover a wide range of options for your financial planning needs. You can choose from one of the following offerings:
Financial
Planning>>
Financial Coaching>>
Seminars and Workshops>>
Consult an Expert>>
At LifeDesign Financial, we have helped hundreds of clients take control of their money and they now know:
• Where all their money goes
• How to get ahead financially
• What they need to do to retire comfortably
• How they can afford to work part-time, have a baby, start their own business
• How to manage money if they are widowed or divorced
• How to resolve money conflicts with their partners
• How to judge whether their investment advisor is doing what's best for them
• Whether to put money into RSP's or pay down the mortgage
• How to finance their children's education
Using a mix of financial strategies and coaching techniques, we help you clarify your life and financial goals and work with you to uncover and overcome what's blocking you from personal and financial success. We also give you the tools, techniques and strategies to take charge of your money and create the life you want.
We can tailor a financial planning and education program that works for you
You chose how you want to work with us. We offer workshops, small group sessions and private consultations. Many of our clients chose to participate in all three. In each of these formats, we follow a similar 3-step program of:
1) Self-Awareness - You will become more aware of your relationship to money, you will learn how to overcome your blocks and fears around money and you will have a clearer picture of what life and financial success mean to you.
2) Financial Knowledge - You will learn strategies and techniques for effective money management, including how best to manage your cash flow, how much you need to retire, what investments to chose, whether to pay down the mortgage or invest in an RSP. You will also learn how to manage money through times of transition and change.
3) A Conscious Action Plan - You will learn how to take meaningful and conscious steps to personal happiness and financial success.
Our services cover a wide range of options for your financial planning needs. You can choose from one of the following offerings:
Financial
Planning>>
Financial Coaching>>
Seminars and Workshops>>
Consult an Expert>>
