Lifestyle Coach Program™^**

“Determine that the thing can and shall be done, and then we shall find the way.” Abraham Lincoln

The essence of the Lifestyle Coach Program™ is designed to help you envision and achieve the lifestyle you want, and to ensure you have the resources to provide for your lifestyle both now and in the future. It is a systematic process that when followed will lead to sound financial decision making and frees you to live your life in confidence.

We believe excellent investment returns are not uncommon, but excellent investment behaviour is, and having a solid strategic approach to investing creates excellence. The first step in the Lifestyle Coach Program™ is to clearly identify your goals and objectives based on your current lifestage.

Grow:

When your family grows, you’ll find some of the biggest changes you make have to do with money. New questions and priorities arise about how to handle your finances. Are you planning a family in the near future or do you have young children? Planning for these life events will limit the financial impact and help you to enjoy taking time to be with your children when they are young while you can sleep easier knowing that you are also preparing for the future.

Enjoy:

One of the biggest benefits of strategic planning is that you can plan to have money to enjoy the freedom from traditional income sooner. Thoughtful planning is involved at the outset but the rewards can certainly be worth it. The discussion involves envisioning how your new life will be when you “retire”. This is clearly and undoubtedly a team effort.

Share:

Individuals and families have more to lose – and more to gain – from planning how assets will flow from one generation to the next. Without careful planning, capital gains and income tax can eat up a significant portion of your net worth. As your portfolio builds you will want to give careful consideration to how you will share your hard earned wealth with your family.

Your investment profile is unique and so is your strategy based on your lifestyle and goals. Plugging products into a portfolio without careful consideration of the objective will not produce maximum results over time. We look forward to introducing you to the Lifestyle Coach Program™ so that we can work with you to develop an investment strategy that consistently produces the results you want over time.

Follow the above link to view your portfolio on-line. If you do not have your username and password, please contact us.

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The Lance Howard Group believes that a thoughtful and strategic approach to investing will consistently produce better results over time... more.