FinPlan30: Your 30-Minute Gateway toward Financial Confidence
In the world of personal finance, navigating the complexities of financial planning can be overwhelming. To make the process more accessible, I’m pleased to introduce FinPlan30 – a no-cost, no-obligation 30-minute conversation on various financial planning topics tailored to the Canadian landscape.
FinPlan30 is, in fact, a “pro bono” (for the public good) service I have offered in the past, but it has not seen much interest; this is my attempt at a relaunch.
What is FinPlan30?
FinPlan30 is a streamlined financial planning conversation designed to provide financial insights and guidance in just 30 minutes. Whether you’re a T4 employee, an unincorporated self-employed individual, or a retiree, FinPlan30 is intended to address your particular financial concerns and goals.
Topics Covered:
1. Financial Management:
Learn effective strategies to manage your money and build a solid financial foundation.
2. Investment Planning:
Explore investment options suitable for your risk tolerance and financial objectives.
3. Insurance and Risk Management:
Understand how to protect yourself and your assets through strategic insurance and risk management.
4. Tax Planning:
Discover tax-saving opportunities and optimize your financial position within the Canadian tax framework.
5. Retirement Planning:
Get insights on creating a retirement plan that aligns with your lifestyle goals and financial capacity.
6. Estate Planning:
Learn the essentials of estate planning to secure your legacy and ensure a smooth transition for your loved ones.
Who is FinPlan30 For?
Suitable for:
- T4 employees
- Unincorporated self-employed individuals
- Retirees
Not suitable for:
- Owners of incorporated businesses
- Owners of multiple rental properties
- U.S. persons for tax purposes
- Individuals seeking specific investment recommendations
How Often is FinPlan30 Offered?
FinPlan30 sessions are available up to three times a week, ensuring flexibility for individuals with a range of schedules.
How to Sign Up:
- Visit MoneyArchitect.ca/contact/
- In the Specific Questions drop-down menu, select “FinPlan30: Financial Planning in 30 min.”
- In the “What Would You Like to Discuss” section, describe the topic you’d like to cover in your FinPlan30 session.
- Specify whether you prefer a phone call or a Zoom call.
Why FinPlan30?
- Efficiency: Get basic financial insights in just 30 minutes, making the most of your valuable time.
- Tailored Guidance: Address your specific financial concerns with personalized advice.
- No-Cost, No-Obligation: Enjoy a risk-free exploration of financial planning without committing to any fees or future engagements.
Make Your Financial Future a Priority
I believe that everyone deserves access to sound financial advice. FinPlan30 is my commitment to providing an accessible discussion of financial planning questions. I understand that your time is valuable, and FinPlan30 is designed to offer you a helpful discussion with minimal commitment.
Take a Step Toward Financial Clarity – Schedule a FinPlan30 Session
Why not invest a few minutes in gaining a better understanding of your financial landscape? Sign up for FinPlan30 for the opportunity to gain insights that could be key to navigating your financial journey. Visit MoneyArchitect.ca/contact/ to book a 30-minute financial planning session. Sometimes, a small step can make a big difference in unraveling the clues to your financial well-being.
This is the 239th blog post for Russ Writes, first published on 2024-03-11
Note: I will be unavailable for phone calls or appointments starting Thursday evening, March 14, 2024, until Monday morning, March 25, 2024. During this period, I will not be able to respond to messages promptly. If you have any urgent matters, please feel free to email me, and I will address them as soon as possible.
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Disclaimer: This blog post is intended for general information and discussion purposes only. It should not be relied upon for investment, insurance, tax, or legal decisions.