No. The assessment doesn't sell you anything. It's a scored read on your financial plan, insurance, retirement savings, emergency fund, debt, and estate protection. What you do with the results, including whether you ever talk to me again, is entirely up to you.
I'm licensed with World Financial Group and paid through commissions on the insurance and investment products I help clients set up. I don't charge a fee for the assessment or for an initial conversation.
Yes. The assessment and the 30-minute call are both free, with no obligation to move forward with anything afterward.
That's fine. Most of the people I work with start there. The assessment works the same either way, and there's no minimum net worth or income to take it.
Both. I'm a financial advisor licensed with World Financial Group to sell life and health insurance and investment products in Alberta and British Columbia. Financial planning and product recommendations both fall under that license.
If something makes sense for your situation, I'll say so directly and tell you what it costs. If nothing makes sense yet, I'll say that too. Either way, there's no pressure to decide on the spot.
Free, no obligation, and no pressure either way.