Blueprint Essentials

A workshop for individuals and families to build their financial future

For the introductory price of $895 you will get:

Access to the three-part workshop

A personalized implementation plan

A 90 minute 1:1 follow up meeting to get you on track

Clarity and confidence about your financial future

Optional: Blueprint add-on to organize your retirement strategy and your legacy.

Register

BEAT THE BANKS

Cash Flow and Debt

  • Organize where your money is going
  • Create an effective behavioural cash flow strategy
  • Set your debt action plan so that you are winning and not the bank

PROTECT YOUR LIFESTYLE

Insurance

  • Create an effective insurance strategy
  • Clarify each insurance tool available and exactly what you need to protect your lifestyle
  • Minimize costs and maximize tax efficiency

GROW YOUR WEALTH

Investment

  • Effectively allocate assets towards your goals
  • Maximize your investment portfolio
  • Clarify when to pay off debt and when to invest in the market
  • Create an efficient tax strategy for all your investment accounts

Presenter: Jay Gangnes, CFP, CLU, CCS

Founder of Ocean 6 Wealth Advisory Inc.

“This workshop has transformed the way we look at our finances. It’s helped us get clear on what our dream life looks like and how we’re going to get there. We would highly recommend the Blueprint Essentials to anyone who is looking to transform their financial future. The guidance from Jay and his team is professional, personal, and incredibly valuable.”

Sean Hackman and Sonia Packwood, Blueprint Essentials Participants

Suite 680 – 375 Water St, Vancouver BC, V6B 5C6, Canada | 604 343-4808 | service@ocean6.ca
Insurance and investment products & services are provided by Ocean 6 Wealth Advisory Inc. | Copyright © 2020 All Rights Reserved.