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A MasterPlan™ (The Plan)...

  Is packaged with all the financial services built into a customized Plan to satisfy the success goals of the client.  

  It is also an educational Plan based on financial needs assessment, and educating the client to make informed decisions. 

 The Plan seeks to understand if the client has the viable resources for their desired goals….

  Including enough income – and provide solutions to attain more disposable income to meet the financial goals for now and the future. 

  The Plan may also include some mindset coaching session(s) if that’s needed to get the client to build a more solid foundation.  

MasterPlan™ is  a turn-key financial success system, built on a first-class holistic process to secure financial success, for the individual and their family.  It is an end-to-end solution covering all aspects of financial issues, redefining financial goals, to packaging a financial success plan and following-up with the client to ensure goals are realized and the client is happy. As a result, the overall MasterPlan™    if put into practice – has the ability to arm the client with the information, resources, mindset and knowledge needed to make long-lasting financial success.  

Packaging the Plan to fit into the success goals of the client, and incorporating strategies to cut expenses and increase income is what makes the MasterPlan™ Financial Plan + Success Plan in one, as it has all the components for the client to succeed.  

 

 

  

The Process

All our clients go through a quick process to create a MasterPlan™. We set up a one-on-one meeting with our prospective clients to brainstorm their Financial Map to create their MasterPlan™.  As we share your Plan with you, we walk you through it, and answer all your questions before you commit to anything. When you’re ready, we put your plan into action. The compilation and follow-up process are keys to the success of the Plan, and the success of the client. The process is developed as follows:

Determine your situation

Assess your current situation by getting an inventory of your assets and liabilities, expenses and income, investments and savings plans, insurance, tax situation, wills, powers of attorney, etc.

Evaluate your financial goals

Get to know you and what is important in your life – your goals and priorities. This forms the foundation of your Plan, and is unique to you.

Assess your financial risks

Liaison with the right Financial Professional partner who will help you consider different models to accomplish your goals and evaluate the pros and cons of each. This will help you make more effective and satisfying decisions.

Create your Financial Plan

Based on your goals and your current situation, strategies, timeline, how to balance out needs vs ability to fulfil needs, etc. will be recommended to meet your goals.

Implement Your Financial Plan

While it may seem obvious that implementing your plan is a crucial part of the financial planning process, it can often be the most neglected part. Edith will assist in the implementation and provide oversight, if desired; as well as help you with the motivation and understanding needed to keep on-track.

Review & Revise Plan

Life is always changing, so reviewing your Plan regularly is important. Your MasterPlan™ will provide the basis for adapting to changes throughout your life and for the ongoing decisions that are inevitable. And Edith will remain with you for a minimum of two years to help you keep on track and provide time-tested strategies; and advice with the help of the Financial Professional partner in each category of your Plan.

MasterPlan™ Personal Financial Success

So... you've decided that you want independent, unbiased financial advice with coaching and a Financial Plan. How does this look? 

Building your Financial Plan is a process that eventually leads to the products:

  • The discussion starts with your values, goals and priorities.
  • During the discussion you get a better understanding of where you are.
  • A plan for short-term goals, and medium and long terms goals are made clearer.
  • A plan is set in place to keep you on track, while providing a cushion when life presents challenges.
  • A plan to allocate your money seamlessly amongst competing demands is arranged.
  • A plan for shortfall – a deficit between income & expense – to increase your income and reduce expenses on utility bills is decided.
  • Your final plan is unique to you, and resonates with how you’d like to move forward. 
  • At this point you’re ready to evaluate and compare products, features and benefits.

Edith is committed to your success, and help you focus on the things you can control and the things that matter most. You will have a peace of mind that you are now better prepared for the future. 

For example, you may need help with:

  • Balancing your spending and saving.
  • Improve or replace some habits and relationship with money.
  • Knowing if you can afford to retire, and how much you will need.
  • Making sure your investments are performing the way they should.
  • Trying to reduce the amount of tax you pay.
  • Repair your credit or increase your credit score.
  • And other financial questions or concerns…

Working alongside each Financial Professional in their area of expertise, you obtain advice on the particular area of concern. The current phase in your life will often determine what your most pressing areas are. An estimate will be provided on how you’ll distribute your money for the different financial products recommended in your  MasterPlan™ . When working with Edith – a Financial Success Coach –  there is no worry about conflict of interest because she works with an array of financial companies and teams to serve your interest. And if you’re like most people, after knowing what you should do, the hardest part is following through – but good thing you have Edith. She’s like your personal trainer to coach you and help you implement the Plan and follow through. So whether your struggle is to stick to a budget, or crush your debt or make things better or faster, Edith will help. 

If getting control of your money has been an issue that has been sitting on your to-do list way too long, make today the day that everything changes.


The MasterPlan™ is my only service, because what is needed for success is the right plan, with the right mindset and the right financial growth products to build a system to succeed. With the help of my team and Financial Professional partners, I pick the right, affordable and high quality financial products(s) to incorporate with my clients’ goals to bring about the financial success they want. I have a one-on-one conversation with them, and I listen to what they desire for their family, and help them choose what is best or most suitable to their needs. I also educate my clients on personal financial resources available to them in the marketplace. With my Plan, they are positioned to make well-informed decisions that are hand-picked with the right resources, costs, and strategies to fulfill their expected results. Their families’ financial future is thus built on the best-customized plan unique to their situation to generate strong, successful, and lasting financial impact.” – Edith

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