Financial Planning | Wealth Management Guide

Is Your Financial Plan Really Working for You?

A templated financial plan that’s gathering dust on a shelf is worthless. Unfortunately, I’ve met so many high-net-worth individuals who are relying on just that. If you want to make sure the money you’ve worked so hard for is passed on to future generations, it’s time to view your finances through a Net Worth Thinking Lens. I can show you how and help you achieve peace of mind in my book, A New Way Forward for Wealth Management: Net Worth Thinking.

If you’re ready to go to bed at night with a sense of certainty about your money, while knowing you’re creating the legacy you deserve, this book is for you. Simply pay for shipping and handling and I’ll send you a copy for FREE. Don’t wait; I have limited copies, so click below to get your complimentary book today!

Get your free book today!

My Book Will Show You How to:

Identify common obstacles high-net-worth individuals face and learn to overcome them.

Differentiate between Net Worth Thinking and simple retirement planning.

Understand why a check-box mentality doesn’t work and what you can do instead.

Pass on your hard-earned wealth to your children and grandchildren so they’re set up for success.

Let go of the stress of worrying about having enough money to fund your dream retirement.

Ensure your financial plan incorporates every aspect of your financial life and evolves with you.

Rethinking Your Financial Life With a Net Worth Thinking Lens

Hi, my name is Susan O’Brien. Not only am I a Calgary financial advisor at the award-winning Susan O’Brien Group, I’m also the founder of the Net Worth Thinking Lens for High-Income Earners. If you’ve been asking yourself if your financial plan is really working for you, then you need this book. In it, I’ll reveal the four lenses of Net Worth Thinking, focus, functional, family and freedom, and show you how to view your financial life through these lenses to achieve true financial freedom.

Let me know your shipping address and I’ll send you a copy of my book right away. There’s no catch. I’m doing this because I’ve built two businesses from the ground up and I’ve raised four children along the way. I want to help you have more certainty and ensure the wealth you’ve worked so hard for is passed onto future generations. All I’ll need for you to do is help with the shipping and handling charges There is a very limited number of copies, so order yours today and don’t get left behind.

Credentials

Chartered Investment Manager (CIM®)
Fellow of the Canadian Securities Institute (FCSI®)
Personal Financial Planner (PFP®)
Canadian Securities Course (CSC)
Life License Qualification Program (LLQP)
Conduct and Practices Handbook (CPH)
Portfolio Management Techniques (PMT)
Investment Management Techniques (IMT)
Wealth Management Essentials (WME)
Partners, Directors and Senior Officers Course (PDO)
Wealth Management Services Specialist for High Net Worth Clients

Net worth thinking Lens

Focus, Function, Family, Freedom

By looking at all aspects of your financial life through a Net Worth Thinking Lens, we can create a fully realized, integrated, long-term financial plan.

We facilitate the bigger conversations about values, family issues and goals. This lets us help clients focus on the right thing at the right time.

We don’t believe in leaving a financial plan sitting on a shelf. Through our comprehensive process, we determine which levers to pull and implement strategies to help you achieve your goals.

Wealth doesn’t happen in a vacuum and family plays an integral part in long-term financial planning. We bring your loved ones into the conversation.

The definition of freedom is different for everyone. We dive deep to figure out what freedom looks like for you and we make sure you get there.

Testimonials

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.

Get your complimentary book today!