Financial Plan, a Debt Free Christmas

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It’s that time of year again: never enough hours in the day and  never enough money, it seems. If you’re like most people, the only thing getting a work out in December are the credit cards! Come January we’re typically a few pounds heavier and deeper in debt with no financial plan.

To kick off 2015 and help our clients achieve their financial goals, Christmas Shoppingwe’re offering a FREE financial plan ($569 value) for the month of December and January. Whether your goal is paying off your Christmas credit card bills, paying down your line of credit or mortgage, saving for your children’s education or figuring out how much you should save for retirement, we can help.

The key to any goal (financial or otherwise) is to have a clear picture
of where you are now, where you would like to be and an action plan to get there. A financial plan is the first step in helping you get to where you want to be.

A financial plan provides your family with a clear picture of your finances. Here are some examples of what a Financial Plan can do for your family:

1) It will help you define your financial goals.

2) It will help you see how you can bring your spending in line with
your goals.

3) It will show you what money mistakes you’re currently making.

4) It will allow you to measure your progress on your goals.

5) It will help you identify risks you hadn’t thought of.

6) It will give you more confidence with your money.

7) It will help you live more comfortably.

“You can always alter and adapt your plan, provided you have one. Manoj Arora

We are happy to offer this service to you for FREE. It is our Christmas present to you. Contact our office at 519-941-2266 or
1-877-941-2266 to book your appointment and start 2015 off with a solid foundation to put you on track to reach your goals.

PS. Lyndon and I believe in a financial plan so strongly that we’ve decided the first 10 people who call in to book an appointment will receive a BONUS $25.00 gift card. We will extend this until January 31, 2016 or until 10 appointments have been booked.

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