Empowering successful business owners 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.
Areas of Focus
Experience the Transformation
6-12 months of financial transformation
Bringing your Blueprint to life will involve:
Always By Your Side
A Life-Long Partnership
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 cost.
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 conveniently located in Gastown, Vancouver.
When your plan is complete we keep working with 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 out of the ongoing advice service, you should regularly communicating with your financial planner for real- time advice. Engage with your financial planner in anticipation of major life events or financial decisions, this will help alleviate a lot of the stres that comes with big changes and decisions. You should also explore our proprietary tools and resources to help keep yourself on top of your finances. These tools are only available to our clients on the ongoing advice service.