OUR PROCESS
The 5-SHIFT PROCESS to Become a Hexavisionary
and TRANSFORM generational financial freedom
At Hexavision, we believe that financial freedom is built on a strong foundation of knowledge, tools, and personalized guidance. Our mission is to educate you on advanced financial concepts, provide the necessary resources, and offer one-on-one mentorship to empower you to keep more of what you earn, retire early, and stay wealthy.
Our HexaVisionary Framework is a battle-tested, strategic approach based on the 3 Rules of Money, 5 Pillars of Investments, and 6 Sequential Steps to Total Financial Freedom. After watching our masterclass, you’ll be invited to join our mentorship program at no cost to you on invitation, where we’ll guide you through our proven process to implement the Hexavisionary Framework.
KEY PHASES OF THE HEXAVISIONARY'S TOTAL FINANCIAL FREEDOM PLANNING (TFF) FRAMEWORK
1. Getting to know each other.
To start your journey with us, watch our masterclass webinar. In just 45 minutes, you’ll learn about our approach and how we can help you achieve your financial aspirations. At the end of the webinar, schedule a Breakthrough meeting with one of our licensed advisors to see what is stopping you from your goals and dreams and if we’re a good fit.
2. Awareness of modern financial concepts.
Once we decide to collaborate, you’ll join our "Total Financial Freedom" Mentorship Program. We’ll introduce you to the Hexavisionary Body of Knowledge (HVE-BOK), providing you with the modern financial concepts along with the tools to set your vision, goals, and priorities.
3. Analysis and Exploring.
We dive deep into mentoring how you can take advantage of modern financial strategies and your current financial situation with a future-focused mindset. We’ll review your current financial documents, identify potential opportunities and gaps to eliminate leakage of money, and address any special circumstances. This phase is crucial for creating a detailed and effective plan.
4. Develop a Comprehensive Plan.
Together, we’ll create a step-by-step action plan, covering both accumulation and decumulation phases of your retirement planning. Our proprietary 6-Step Process to Total Financial Freedom aims to generate a lifetime of passive income and a self-funding wealth creation machine without having to work any more than what you are currently doing today.
5. Ongoing, Periodic Reviews.
Financial freedom requires continuous attention. We’ll review your changing needs and life circumstances, monitor investments performance, and rebalance your portfolio twice a year. Our goal is to refine your strategy, ensuring we buy low and sell high to maximize your returns throughout changing economic cycles.
Why Choose Hexavision?
One-on-One Mentoring: Personalized guidance to help you make empowered financial decisions.
Proprietary Framework: A unique, battle-tested approach to achieving financial freedom.
Comprehensive Planning: From cash flow management to tax optimization and lifetime income planning, we cover all aspects of your financial life.
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