FINANCIAL ADVICE AND PLANNING
Financial advice and planning services extends beyond investing alone. While investing accelerates savings growth, comprehensive financial planning involves overseeing all facets of your financial well-being to enhance current and future financial security.
Incorporating various aspects of your financial life, our planning services delivers personalized financial advice tailored to your specific needs.
This comprehensive approach offers mentoring regarding modern financial concepts, advances strategies combined with best in the industry financial planning and analytical tool, enabling you to track your financial progress in real time, including retirement readiness, saving targets, cash flow, net worth and estate value.
Moreover, it provides the flexibility to explore "what if" scenarios, empowering you to prepare more effectively for significant life events.
Financial planning involves a thorough evaluation of one's money situation (income, Taxes, spending, debt, and saving) and life expectations (Retirement age, Longevity, Income expectations) for the future. It can be created independently or with the help of a certified financial planner.
Some financial advisors focus solely on the investments needed to grow your money for major expenses and retirement. However, this is just one part of your financial story. Our Six Steps to Financial Freedom framework encompasses every aspect of your financial life.
The Six Sequential Steps to Financial Freedom
With our Six Steps to Total Financial Freedom mentorship program, you embark on a journey towards achieving financial security and independence. Each step is designed to address a crucial aspect of your financial health, providing a holistic approach to financial planning and wealth creation.
At Hexavision, we are committed to mentor you every step of the way, ensuring that you are able to make empowered decisions to achieve your financial dreams and live a fulfilling, worry-free life that you deserve.
Master Your Financial Flow & Tax:
Achieving financial freedom begins with mastering your financial flow and tax strategies. This step involves creating a detailed budget, understanding your income sources, and optimizing your tax efficiency. By carefully managing your cash flow and minimizing tax liabilities, you ensure that more of your hard-earned money stays with you. Our experts guide you through personalized strategies to streamline your finances, maximizing your wealth potential.
Debt Harmony Tactics:
Debt can be a significant hurdle to financial freedom if not managed properly. Our Debt Harmony Tactics focus on consolidating and managing your debts efficiently. We help you understand the difference between good and bad debt, and create a repayment plan that prioritizes high-interest liabilities. By harmonizing your debt repayment strategies, you can reduce financial stress and free up resources for wealth-building opportunities by eliminating bad debts and embracing good debt that generate income for you.
Guardianship of Assets:
Protecting your assets is crucial to maintaining financial security. This step involves safeguarding your ability to earn income, your accumulated investments, real estate properties, and other valuable assets from potential risks. Our Guardianship of Assets strategies include insurance planning, legal protections, and risk management techniques. We ensure that your income and assets are well-protected, allowing you to focus on growing your wealth without undue worry.
Resilient Reserve Funds:
Life is full of opportunities and unpredictable events, and having a financial safety net is essential. Resilient Reserve Funds ensures that you ae prepared to grab sudden opportunities and buffered against unexpected expenses and economic downturns. We help you establish and maintain an reserve fund that covers at least three to six months of living expenses. Additionally, we provide strategies for creating liquid reserves that can be accessed quickly in times of need, ensuring that you remain financially resilient in any situation.
Wealth Creation Framework:
Building lasting wealth requires a strategic and disciplined approach. Our Wealth Creation Framework combines modern investment techniques with time-tested principles to help you grow your wealth. We guide you through diversified assets and investment portfolios, real estate opportunities, and entrepreneurial ventures. By aligning your investments with your financial goals and risk tolerance, we help you achieve sustained wealth growth over time.
Legacy Fortress Planning:
Ensuring that your wealth benefits future generations is the final step to achieving Total Financial Freedom. Legacy Fortress Planning involves creating a comprehensive Estate Plan that addresses wills, trusts, and succession planning and estate tax. Our experts work with you to develop a strategy that preserves your wealth and supports your loved ones. By building a strong financial legacy, you leave a lasting impact and provide for those you care about most.
Working Hours
🟢 Monday to Saturday : 9:30 AM - 6:30 PM
🔴 Sunday : Closed
Our Service Area
Ontario | Quebec
Alberta | Nova Scotia
British Columbia | Saskatchewan
New Brunswick
Join Our Blogs
Kanwaljit (Sunny) Kochar DBA Hexavision Enterprise is licensed to sell Segregated Funds investments, Life and A&S Insurance products in Ontario, Alberta, QC, NB, SK, NS and British Columbia. Not available in other provinces.
License #s: FSCO LIC#17161321 (ON), AIC LIC # M-3493167-1763384-2020 (AL), BC LIC#LIC-2020-0022136-R01 (BC). Insurance and segregated funds provided by Carte Risk Management Inc.
@ 2024 Hexavision Enterprise| Terms And Condition| Privacy Policy | Advisor Disclosure
© 2024 Hexavision Enterprise. All rights reserved
Our Service Area
Ontario | Quebec
Alberta | Nova Scotia
British Columbia | Saskatchewan
New Brunswick
Working Hours
🟢 Monday to Friday : 9:30 - 6:30 EST
🔴 Saturday and Sunday : Closed
Join Our Blogs/Newsletter
Kanwaljit (Sunny) Kochar DBA Hexavision Enterprise is licensed to sell Segregated Funds investments, Life and A&S Insurance products in Ontario, Alberta, QC, NB, SK, NS and British Columbia. Not available in other provinces. License #s: FSCO LIC#17161321 (ON), AIC LIC # M-3493167-1763384-2020 (AL), BC LIC#LIC-2020-0022136-R01 (BC), AMF LIC# 2023-CI-1016414(QC), LIC # 087345 (SK), FCSC LIC# 220039066 (NB) Insurance and segregated funds provided by Carte Risk Management Inc.
@ 2024 Hexavision Enterprise| Terms And Condition| Privacy Policy | Advisor Disclosure
© 2024 Hexavision Enterprise. All rights reserved