WHY WE ARE DIFFERENT

Why We Are Different

Let's get to the heart of what you truly want most. You want clarity about your values so you can make decisions that are consistent with who you are. You want clarity about your goals so you know what your priorities are and where you should be focusing your time, your energy and your money. You want to make sure your financial affairs are organized in such a way that it supports your most deeply held values and your most important goals.
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You are looking for someone you can trust – someone who can help you make smarter choices about all aspects of your money so you can achieve your goals for your reasons.

Do you desire a Financial Organizer that can cut through the overwhelming financial noise and information to create an aligned overarching strategy that is congruent with your values, your goals and your desired lifestyle?

Imagine engaging a boutique firm that helps a small community of successful business owners, entrepreneurs and professionals design and live their Ideal Life.

Imagine living the life you want without being distracted by your financial affairs, what would that look like?
Picture Your Ideal Life.
Envision for the 1st time experiencing a one-of-a-kind process that fully integrates and aligns your most important goals (financial and non-financial), with your most deeply held values and all your financial affairs.
"When your values are clear, your decisions are easy" - Roy Disney
Your life will be SIMPLIFIED and you will be held ACCOUNTABLE. In my role as your Financial Organizer you will experience a proactive approach that creates a predictable result ensuring you have the highest probability of achieving what is most important to you, enhance your quality of life and actualizing your ideal financial future
"Even if you're on the right track you still get run over by the train if you just sit there" - Will Rogers
Imagine the peace of mind you will enjoy with an integrated aligned overarching strategy.

The keystone of this process is you experiencing the creation of your own Financial Road Map®. This powerful foundational tool provides you with a unique level of clarity within a single document.

Clients tell us we are indispensable and truly unique because we fully coordinate ALL (Tax, Legal, Money Management, Insurance, Financial Planning) their personal finances.
You can look forward to experiencing, true wealth – DISCRETIONARY TIME.
You will experience 1 of a select few in the world and the only FLAT FEE / Fee-only, Values-Based Financial Planning™ firm in Calgary which offers Truly Comprehensive Financial Services™ covering all 5 financial disciplines in a single integrated plan. Values-Based Financial Planning™ is our philosophy and methodology for providing Truly Comprehensive Financial Services™.

Picture a future where your strategy is protected since every recommendation is PEER REVIEWED through 5 best-in-class subject matter experts, each with deep expertise in their own specialty. Imagine having an oversight team coordinating all your affairs and your advisors so you don’t get advice in a silo.
 "Structure doesn't freeze you, it frees you." - Lou Heckler
You will come to appreciate our unique methodology and process that delivers a VALUE PROMISE and Advisor PACT™ Protection, Attention, Coordination and Transparency that puts us in the top 1% of advisors worldwide as measured first and foremost, by value delivered to YOU, the client.
Client Value Promise
  • Align your financial choices with your most important goals and most deeply held values
  • Enhance your quality of life by getting your entire financial house in perfect order and keeping it that way forever.
  • Have a "10" level of confidence that no matter what happens in the markets, the economy, or the world that you will achieve your most important goals.
"The minute you settle for less than you deserve, you get even less than you settled for." - Maureen Dowd
You receive The Four Client Expectations™ allowing you to experience our Advisor PACT™.
  1. Protect - we protect your financial strategy & your money & we take that role very seriously.
  2. Attention - our Oversight team stays "on top of all your personal issues" all the time and keeps everything moving towards your objectives.
  3. Coordination - we coordinate all aspects of your financial affairs & your financial people.
  4. Transparency - we enforce a culture of disclosure, you always know what you pay for every service / product and how much everyone is being paid. We have no ulterior motives and police any potential conflicts of interest.
Once we have 25 Ideal Clients in our Ideal Client Community, we will not accept any new clients.

Your investment for the value you receive is 1 simple annual tax-deductible FLAT FEE.

Should we choose to work together you will have more time for the truly important areas of your life that you cannot delegate. Based on your situation, we focus 100% of our time on controllables.
"There are 168 hours in the week and how you choose to invest those hours determines your success and happiness in life." - Bill Bachrach
Imagine the feeling working with a team truly aligned with you so you succeed and achieve your goals for your reasons. You can feel confident that we are as equally passionate about maximizing your quality of life as you are.
  • The best decision YOU can make is to consider a new possibility. Experience the creation of your own Financial Road Map®.
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