Net worth thinking Lens
Focus, Function, Family, Freedom
Purchase the book
It’s a fallacy that the affluent are well served.
They may have their choice of fabulous hotels, spas, coveted seats at sporting events, and tables at five-star restaurants, but when it comes to making long-term decisions about their money, they’re not getting the help they need. In Susan O’ Brien’s book she discusses what a real financial plan looks like using a net worth thinking lens and why it should start at the end, not at the beginning.
Susan O’Brien, a multi-award winning advisor, founded the Susan O’Brien Group, a nationally recognized wealth advisory practice, in 1998. Her focus is on an innovative and collaborative approach to wealth management. She is a sought-after speaker, facilitator, and planner working with C-suite executives and wealthy families who want more from their financial advisory relationships. Susan has been featured in the Globe and Mail, and on CTV News and Global News. Always guided by helping others and giving back to her community, she sits on advisory boards for the Calgary Foundation and United Way. Susan lives with her family in Calgary, Alberta, Canada.
Financial Planning for Canadian Business Owners
How a Check-Box Mentality May be Hurting Your Financial Planning Future
Successful Intergenerational Wealth Transfers: Our Approach & How to Avoid The Most Common Mistakes
Praise for Susan O’Brien
“Their approach to consulting and follow through is a distinguishing characteristic of their service. Susan and her team act with high integrity, always maintain confidentiality of personal information, and are responsive and personable.”H.W.Retired O&G Executive
“No doubt you are a good people person to be able to know how to deal with folks as opposite as [us]. I have not felt talked down to for not being as financially astute as my husband, and I have learned a lot from your patient explanations about the decisions you make on our behalf.”M.B.
“While we know we are not at the end of our professional relationship with you, we want to express our appreciation of your good management of our finances which has surely contributed to our ability to enjoy this wonderful retirement.”E.M. & T.M.
“Passion, knowledge, and a genuine interest in achieving the best for clients is what makes Susan exceptional. What’s more is her dedication to community and her thoughtful approach in the use of philanthropy in financial planning. This sets her apart and I would highly recommend her to anyone wishing to explore philanthropy as a strategic tool for personal wealth management.”K.Y.