The Program

Helping successful business owners, professionals & happy retirees to be Financially Fit For Life.

A Life-Centred, Certified Financial Planner with a passion to help you to get more out of life.

Our focus is to help successful professionals, business owners & happy retirees who have a passion for a healthy & active lifestyle to be Financially Fit For Life,  Being Financially Fit means creating the life you want for you and your family & doing the things you enjoy doing for as long as you want to do them.

The main problem that we see is that the central focus of the financial industry is on products, prognostication & performance instead of a focus that puts peoples lives at the centre. A life-centred approach ensures that all financial decisions are in the best interest of you and your family so you can achieve better personal performance & create the best life possible with the money you have.

That’s why we created The Financially Fit For Life Program™.  

This unique, Life-Centred approach helps you to:

•   CLARIFY YOUR VISION: We help you to gain clarity around all of your important Personal & Financial Goals including what it means to you to be financially fit for life, and create a specific, written plan to achieve it.

•  ORGANIZE & OPTIMIZE YOUR MONEY:  Your Financial Fitness Plan helps you to get the most out of your money with a thorough audit of your complete financial life including:   Investments, Tax, Insurance, Debt, Cash Flow, Estate & Giving. 

•  IMPROVE YOUR PERFORMANCE: We act as your Personal Performance Coach to keep you on track so you can achieve all your important personal & financial goals & ultimately be Financially Fit For Life.

We created The Financially Fit For Life Program™ based on our experience working with hundreds of clients. We have learned that many people don’t get the most out of their money or their life,  because they haven’t gotten to the core of what they really want.

They may have set some goals and created a plan, but they don’t stick to the plan because it isn’t designed to achieve what they really want.  As a result, they often don’t get the most out of their money or their life, they feel frustrated and disappointed, and ultimately, they don’t achieve what they really want in life.

They end up suffering from The Weak Core Syndrome.

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Another major reason people fall short of their potential, be it personal, financial or professional is that they allow obstacles-often self imposed to get in the way.

However, when you get to the core of what you really want, have the commitment, structure & accountability to overcome any obstacles that stand in your way, you will be more likely to create the “right” plan & stick to it.

As result, you will be in a better position to get the most out of your money, and your life.  You will feel more excited and fulfilled, and you will more likely achieve what you really want in life.

That’s why we recommend you do three things:

1. Get to the CORE of what you really want; financially and personally.

2. Create a three-part plan  (personal, professional, and financial).

3. Stick to the plan.

If you want to work on these steps with us, we offer a free 90-minute starter session.  During this session, we will help you assess your current situation and get to the core of what you really want.  We will then decide together if you should join the advanced program to create and implement your own Financially Fit For Life Plan.

We offer our clients two choices: Basic and Advanced. For the Basic service, we can provide you with financial planning services & and the appropriate products. Of course, you can get the Basic from many other advisors. However, the Advanced program we created—The Financially Fit For Life™ Program—takes everything to a much higher level and is only available from me, and my team.

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Download Your Own Starter Kit Scorecard

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The Financially Fit For Life Program™ Advanced Toolbox includes: 

  • The Financially Fit For Life Starter Session:  This is a 90 minute in depth, complimentary Starter Session where we Clarify Your Vision & discover what’s most important to you: personally, financially & professionally.
  • Financially Fitness Checkup.  Step on the “financial scale” and get a complete Financial Checkup with recommendations on how to improve your CORE financial condition including:  Investments, Tax, Insurance, Debt, Cash Flow, Estate & Giving. 
  • Download The Financial Fitness Check up
  • Your Personalized Financial Fitness Plan.  Do you feel like you are making a great income but you don’t know where it all goes? Do you feel like you could do so much more with your money if you only knew how?  Would you like to save more money? Pay off your debts faster? Or create a fund for retirement that you won’t outlive?
  • Your Financial Fitness Plan goes far beyond “basic” financial planning to help you to achieve your “big goals” and get more life out of the money that you have.
  • Retirement Accumulation Plan
  • Retirement Income Plan
  • Insurance & Estate Maximization Plan
  • Progress Review & Implementation Plan:  (You Focus on doing the work that your goals are asking you to do to achieve them, and we hold you Accountable). 

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Copyright 2019 Financially Fit For Life Mutual funds provided through FundEX Investments Inc.