We follow the 5-steps to make you a hexavisionary
4 STEPS STRATEGY
We follow simple procedures to establish a great foundation on which your total financial freedom can be built. For which we educate you on non-conventional financial concepts, provide you with the tools and framework to monitor the progress and best of all we mentor you one-on-one to help you take empowered decisions to keep more of what you earn so that you can retire early and stay wealthy.
Our preoperatory HexaVisionary Framework is battle tested and build on solid 3 Rules of Money| 5 Pillars of Investments | 6 Value addition sequential Steps to achieve Total Financial Freedom. After you watch the webinar we will invite you to the mentoring program and if you feel we are the best option for you only then we will guide you with the sequential process to implement the Hexavisionary Framework.
1. Getting to know each other.
To get started with us, you are required to watch the masterclass webinar explaining about us and what we can do together to help you achieve your financial aspirations. At the end of 45 minutes webinar you will schedule a Break Through Phone call with one of our licensed advisor to see if we are a fit to work together.
2. Awareness of modern financial concepts.
Once we decide to work together, you are invited to the "Total Financial Freedom" Mentorship Program, we will Provide the modern non-conventional financial concepts Hexavisionary body of knowledge (HVE-BOK) and provide with client's Success Work Book and tools to set your vision, goals, priorities.
3. Analysis and Exploring.
We Take a deeper dive into your current situation keeping the future in mind. Understand any special circumstances and concerns. Review documents and identify potential opportunities and Gaps. The more open this phase the more detailed our plan can be. Once you are clear of the concepts and confident we take you to the nest steps.
4. Develop a Comprehensive Plan.
We will work together to prepare step by step action plans for you to execute. This will include accumulation phase and decumulation plans using our proprietary 6 Value addition sequential Steps to Total Financial Freedom. A life time of passive income and building of self funding wealth creation machine is the only outcome we are looking for you.
5. Ongoing, Periodic Reviews.
Financial freedom is not something that can be set once and forget it. Priorities and goals inevitably shift over time. We will review the needs, monitor and harvest the investments twice every year . We will continuously strive to refine and rebalance our investment portfolio to drive your results which allow us to Buy low and Sell high.
We follow simple procedures to establish a great foundation on which your financial independence can be built.
1. Getting to know each other.
Learning about you, your vision, goals, priorities. Understanding any special circumstances and concerns. Explaining and discussing the steps in our process.
2. Analysis and Exploring.
Take a deeper dive into your situation. Review documents and identify potential opportunities. The more open this phase the more detailed our plan can be.
3. Develop a Comprehensive Plan.
After understanding your financial goals and current financial situation. We will prepare and explain step by step action plans for you to execute.
4. Ongoing, Periodic Reviews.
Your priorities and goals will inevitably shift over time which is why we review your progress towards plan objectives. We will continuously strive to refine and improve our process to drive your results.
License #s: FSCO LIC#17161321 (ON), AIC LIC # M-3493167-1763384-2020 (AL), BC LIC#LIC-2020-0022136-R01 (BC). Insurance and segregated funds providdes by Carte Risk Management Inc.
Our Service Area
Alberta New Brunswick
British Columbia Saskatchewan
🟢 Monday to Friday : 9:30 - 6:30 EST
🔴 Saturday and Sunday : Closed
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Hexavision Enterprise and Kanwaljit (Sunny) Kochar is licensed to sell Segregated Funds investments, Life and A&S Insurance products in Ontario, Alberta, QC, NB, SK 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 providdes by Carte Risk Management Inc.