Wealth Elevation | Financial Fitness Program
The Financial Fitness Coaching Program is a system of saving & investing that anyone can use on the path to the financial freedom they deserve. You will develop a plan to get back control of your money. We will cover:
- cutting expenses,
- eliminating exuberant fees,
- reducing taxes,
- increasing active income,
- building passive income,
- creative ways to finance college/university,
- Make it count: Lifestyle Design
- protecting your assets, and much more!
Achieving genuine financial freedom isn't complicated, if you do it right. Using the simple tools and strategies in these apps, you can apply the lessons of the program and gain full control of your financial future, no matter your past. The apps save time and make it simple to make calculations in minutes
- Finance App (Chart your financial future)
- Portfolio Re-balancing Calculator
- Portfolio Checkup Tool (All Seasons Portfolio)
- Personal Financial Statement/Net Worth Calculator
- Monthly Budget Ratios
- Wealth Generation Checklist
- Asset Allocation/ Security Selection Backtesting Tool
- RRSP Savings Calculator
- ETF Screening Database
Training, Implementation & Tools
Wealth Elevation | Learning Center
- Customized Curriculum - We create a curriculum based on your goals, experience level and time commitments.
We do not have a "one-size-fits-all" approach to the program. It will be zoned in to focus on the
building blocks you need in order to grow in the direction you're looking to take your finances.
- Action Plans - We organize and prioritize what you need to execute.
These are highly detailed action plans to effectively use your time and quickly implement systems.
- Implementation Checklist - We provide all the essential documents and resources
needed to complete the action plan including downloadable implementation checklists.