Empowering successful business owners and high-net-worth individuals to live their dream life.
Navigate all your ever-changing life goals with
Innovative Financial Advice & Coaching
Achieve Financial Freedom
This is an experience that will leave you excited about your financial future. We dive into every aspect of your financial picture and get clear on what your biggest goals are.
From there, we build you a customized financial plan that’s aligned with your dream life using the most advanced financial strategies and the power of your corporation. You’ll never have to worry about whether you’re on the right track.
Your Blueprint is only the beginning. At Ocean 6, we’re more than just financial planners, we are financial coaches providing ongoing support through every twist and turn of your financial journey for the rest of your life.
CFP®
CERTIFIED
FINANCIAL
PLANNER®
FINANCIAL
PLANNER®
Financial Freedom
The Financial Freedom Journey
The Blueprint
Your Roadmap to Financial Freedom
4 personalized strategy sessions to solve your biggest financial problems over 6 weeks
The Blueprint is a customized financial plan to organize and clarify your financial future. It begins with uncovering what your dream life looks like using this goal-setting visualization.
We share innovative solutions to your financial problems and discuss healthy habits, mindsets and behaviours to help you reach your goals. You’ll get clarity on exactly what you need to do to achieve financial freedom.
Areas of Focus
Implementation
Experience the Transformation
6-12 months of financial transformation
Once your Blueprint is built, our implementation process will seamlessly integrate this well-crafted plan into your lifestyle. You don’t have to worry about numbers, paperwork or making decisions alone.
Our Implementation Process:
We’re here to handle all the heavy lifting. Ocean 6 financial planners are experienced in delivering innovative insurance strategies and advanced portfolio management techniques. We have an exclusive network of financial professionals, accountants, mortgage advisors, and private bankers. They specialize in working with business owners, you can trust every part of your Blueprint is smoothly executed.
Bringing your Blueprint to life will involve:
Ongoing Advice
Always By Your Side
A Life-Long Partnership
Your goals and lifestyle will change throughout life. We’re committed to staying by your side every step of the way to guide and coach you through all things financial.
Whether it’s a detailed strategy for a major life event or a quick tax question, you’ll never have to lose sleep about making a financial decision again.
What you can expect from us on your team:
The Process of Your Financial Journey
The first thing we do is a complimentary assessment of your financial situation to be sure we can add value. We only move forward if we can offer more value than the cost you’ve invested in our services.
Our innovative strategies have saved business owners thousands of dollars, but the best part about our unique process is the peace of mind you get from having a clear and organized plan. You’ll never have to worry about making a financial decision again.
The Blueprint planning process involves four 2-hour meetings where we do a deep dive into every aspect of your finances and present your customized plan.
The meetings can be held over Zoom or at our office.
When your plan is complete, we continue coaching you to implement and maintain your plan. Having your financial advisor by your side as you and your business grow is the best investment you can make to ensure your financial dreams are fully realized.
To get the most out of the ongoing advice service, you should regularly communicate with your financial planner for real-time advice. Engaging with your financial planner in anticipation of major life events or financial decisions will help alleviate a lot of the stress that comes with big changes and decisions. You should also explore our proprietary tools and resources to stay on top of your finances. These tools are only available to our clients on the ongoing advice service.