November 1, 2021
Transparency and accountability from your financial professional.
Learn more about the four financial stages of life
Approx. Age 20-45
Earning years
During your earning years, you might be building a business, family or just starting out on your own.
Approx. Age 45-55
Growth Years
Your growth years are where you focus on financial growth. Building your assets in preparation of retirement.
Approx. Age 55-65
Pre retirement
With retirement coming closer, now it's not just about growth! It's time to focus on keeping what you have while growing.
Approx. Age 65+
Retirement
Longevity risk is real. Now you need to manage your finances to ensure you don't run out of money.
Here's what clients are saying...
Erin O'Rourke
Lawyer
"I felt a lot of shame and was scared to discuss with a financial advisor for fear of judgment. However, it did the complete opposite! It was such a positive experience it completely changed my mindset around money."