Keeping that in mind, and the fact that we need less things to track, monitor and keep in mind, we invented the One Number Solution™
We quickly realized there was great beauty in the One Number Solution™ and that it was the ticket to our achieving our Big Hairy Audacious Goal (BHAG —see Good to Great by Jim Collins) of changing a 1,000,000 lives.
Along the way we have developed some pretty strong opinions – including what is a holistic plan? That a truly holistic plan covers spending, debt reduction, insurance and investments. All are important and need to be accommodated while balancing life for today and planning for life tomorrow.
The world has built systems to encourage unconscious spending, to make credit easier and more accessible and it is hard to buck the system. When the traditionally right way isn’t the easy way, where’s the sweet spot?
Our clients level up when we pull a holistic plan that simplifies their financial life and allows them freedom.
In order to change a 1,000,000 lives we plan to grow across the country, equipping advisors with the financial plans of the future now. We currently assist clients in Toronto, New Brunswick, Prince Edward Island and Nova Scotia.