Net Worth Thinking Logo in White

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:

Compass Icon

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

Home icon

Differentiate between Net Worth Thinking and simple retirement planning.

Magnifying Glass Icon

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

Family Icon

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

Vacation Icon

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

Piggy Bank Icon

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

Susan O'Brien

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.

Focus Icon

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.

Function Icon

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.

Family Icon

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.

Freedom Icon

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

Get your complimentary book today!

Get your free book today!

Just pay shipping and handling

Give us a call: 403-477-2436