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Lite Package Features

Review and Assessment

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  •     Debt situation

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  •     Current spending

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  •     Retirement progress

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  •     Major Purchase Progress (e.g. home, cottage, school, business)

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Receive a Working Plan

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  •    Fund your dreams without feeling pinched or stressed on a day-to-day basis
  •    Discover money you didn’t know you had
  •    Get ahead by allocating money to the appropriate places
  •    Understand how our behaviours shape our spending habits

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Get a Grade for your Progress:

Identify your Potential Risks:

Discover your Options:

Discover Money You Didn’t Know You Had:

Strategy Plan to Reach your Goals:

Take Control and Get Ahead:

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Lite Benefits

Clarity on your financial future

Confidence with your money

More money for yourself

Get Ahead

Financial security

Peace of mind

Reduced financial stress

Reach your Financial Goals

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For those who…

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  •    Are always wondering where their money goes (most people underestimate what they spend!)
  •    Need a plan to start allocating their money to start funding their dreams
  •    Are tired of spending recklessly, aimlessly, and saving nothing at the end of the day
  •    Would just like to get ahead, financially!

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It Starts Right Here

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