My Financial Plans

One really great thing you can do for your financial future while in self isolation is to get a better handle on your cash flow. If you are a business owner or incorporated professional and you have a corporation this is essential as you've most likely paid more tax each year than you needed to. Getting crystal clear about your expenses and intentional about how much you should withdraw from your corporation and take personally is key. Here is a tip in my video that can hel...p. We cover all this and more in our Blueprint process - elite financial planning process focused on advice. https://ocean6.ca/home/the-blueprint/

Money is EMOTIONAL. So what can you do now that will help? 1. Take action and START mapping out your finances [baby steps - I'll be sending out more videos that will help here]... 2. Get clear about your goals and envision the future you (ask me about a tool that can help with this!) 3. Complete the Financial Scorecard that will show you how prepared you think you are financially https://ocean6.ca/scorecard/ As I'm exploring new and effective ways to communicate [hence the videos!], I would love to hear your questions, thoughts or comments on how prepared you feel financially and where you'd like to be 5 years from now. Keep well and safe everyone!

When Lucas stops the course and makes you post a video

This video [8mins] covers benefits available for businesses and individuals. . We do not have all the details on how these pieces will be delivered but here’s a summary to help you to understand how you can be supported. . You can find all the info on our website [Ocean6.ca] including a downloadable PDF of the summary. Link in my profile.... . While on our website, check out our upcoming webinar and workshop we are hosting. You will be able to enjoy them from the comfort of your home. * Organize and clarify your financial future <3 See more