Get answers today for a better tomorrow!
Wealthy Whisperer
Simple Strategies for Success
1. Make a Plan
In order to make a plan you need to decide where you want to go.
First step - answer these questions
What career do I want? eg. professional, trade, business?
What are my career goals?
How do I want my personal life to look? eg. home, marriage, children?
How do I want my retirement to look? eg. Age, lifestyle?
Your goals may change over time, you just need a starting point.
Do not be hard on yourself, what's important is being busy at either
work or school. You will figure it out -- trust me!
2. Gather Information
How am I going to implement my plan?
What plan do I have to pay for education?
What do I need to know about investing in me?
How can I budget to meet my needs?
How do I protect my interests?
Now start to put your plan in motion one step at a time!
3. Achieving Balance in Your Life
How do I tie it all together and successfully move forward?
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Work
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Family
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Leisure
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Dreams
The answer is strategies that help you remain balanced
- find strategies that nurture your emotional well-being
- find strategies that cultivate physical vitality
- find strategies that help you empower yourself financially
- find strategies to balance your life
Introducing my book The Holistic Playbook: Mastering Emotional, Physical and Financial Success
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Strategies that nurture your emotional well-being
Strategies that cultivate physical vitality
Strategies that help you empower you financially
Strategies to balance your life
It may contain the insight you need
4. Protect What You've Achieved!
Do you have peace of mind knowing your family is protected should anything happen to you?
Do you have an insurance and retirement plan?
There is no out of pocket cost to you! My services are 100% free. I am paid by the companies I represent so you get to keep your hard earned money. I will answer all your questions and help you make sense of the world of insurance, finance and investment. My goal is to help you reach your goals.
Local presence, Local focus
I am a licensed insurance and segregated fund agent with Whitehorse Financial and am located in the GTA. We have a proven track record that can help you reach your goals. We are a small independent company so our client focus is our only goal. We can provide a vast array of investment and insurance choices just like the big companies with personalized care.
Investment Options
As an agent for a brokerage, I can give multiple options from multiple companies that agents working for an insurance company can't offer. They can only offer the options their own company sells. This ability allows me to seek the best solution for your needs.
Financial Education
We help families learn key concepts so they can make better financial decisions.
Financial Needs Analysis
We help families understand their current situation so they can begin to pursue financial independence.
5. Load Up on Free Helpful Information
Contact me
Do you have questions? Would you like a free no obligation financial analysis?
Fill out this form and I will get you on your way to reaching your financial goals.
I promise you will not receive any promotional emails or be put on any 3rd party email list. This is only sent to me.
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