Financial Fitness Check Up

How Would You Rate Your Financial Fitness?

Our Financial Fitness Check Up is designed to highlight your strengths and assess what needs work.

It will give you an actionable overview of your financial health.

Are You Afraid that You Could Be Doing More To Improve Your Financial Life? Do any of these apply to you?

  • Are you unsure why you are invested in the funds of shares you’ve purchased?
  • Do you feel like you’re always changing strategies financially?
  • Do your investment accounts feel like your basement, filled with random things you’re not sure you can get rid off? 
  • Not sure when you last reviewed your plan? Or If you even have one?
  • Does”money” cause friction at home?
  • Do you want to build wealth, but you’re not sure where to start?

If so, then you may need the Financial Fitness Check Up

What Does The Financial Fitness Check-Up Include?

We’ll Go Over Your:

Short Term Financial
Goals

Medium Term Financial Goals

Long Term Financial
Goals

Identifying and Optimizing Your Sources of Income

Identifying and Reducing Your On-going expenses

Analysis of your Assets (Investments and Personal Use Assets)

Review Debts and Other Liabilities ( Mortgages, Car Loans, Credit Cards, Line of Credits, Student Loans and Business Loans)

Insurance and Risk Management Review (Home Insurance, Life Insurance, Auto Insurance, Income Insurance and Critical Illness Insurance)

Estate and Contingency Documents (Wills, Power Of Attorney for Property and Health Care Directives)

How The Financial Fitness Check-Up Works

Request Your Financial Fitness Check-Up

Fill In Your Information and Complete the form to request a complimentary consultation

Meet With Us

 

We’ll Spend 30 Minutes to prioritize your questions and main concerns and determine if we are a good fit. If Yes, We create a collaborative review in step 3.

We’ll Review Your Information Together

This will a 1.5 to 2 Hour Meeting diving deeper into your concerns and you will be asked to prepare some documents prior to this meeting.

We’ll Provide Your Assessment and Key Recommendations.

We deliver your personalized Financial Action Plan. We’ll provide you with recommendations and key contacts for implementation.

Want to Get started?

Work With a Fee Based Financial Planner In Calgary.

Hervin Pesa, CFP- Financial Planner Smiling

If you’ve always wanted to take charge of your finances but life has just gotten in the way, you might just need a little help.

I’m a Calgary based Certified Financial Planner and I’ve been helping Calgarians build and protect wealth since 2012.

Book a complimentary financial fitness session with me by clicking the button below.