ADVICE. NOT MANAGEMENT. YOUR PERSONAL CFO
Do you enjoy managing your own investment portfolio but know you need professional help to make the most of your money?
Are you tired of hearing you can’t get your financial questions answered without handing over hundreds of thousands of dollars to a bank to invest for you?
We built “Your Personal CFO” with you in mind.
Can You Relate?
You’ve got an Entrepreneurial Spirit
Tailored Financial Advice for Self-Directed Investors
Maybe you’re an experienced stock investor who enjoys managing your portfolio.
Or maybe you have a real estate portfolio that has created a nice income stream for you.
The problem is, you need someone to help you see the big financial picture.
But, most financial advisors won’t help you without managing your investment portfolio.
You need tax planning advice and estate planning advice. You need help with retirement income planning.
You need a financial partner available whenever you need them, to bounce ideas off of when they spark in you.
You need Your Personal CFO.
What if you felt like this instead?
Confident with your financial plan for the future
Certain that coordination with your other professional advisors, including accountants, attorneys, and bankers is well-handled
Assured that you will have the care and assistance you may need and definitely deserve
Secure in the knowledge that you have a dynamic plan that is renewed regularly to keep you on track (and accountable) to meet your financial goals
Clear on exactly what you can afford to spend and what you can give to others
How much money do you need to be financially independent? When’s the best time for you to take CPP? What about OAS? Should you keep your pension with your previous employer or manage it yourself? What’s the most tax efficient way you can withdraw income in retirement?
These aren’t easy to answer and every person’s situation is unique. You need the help of a competent financial advisor.
The problem is, most financial advisors can’t help you unless you have hundreds of thousands of dollars to invest with them.
What if you could manage your own investment or real estate portfolio yet still get the financial help you need?
You can….with the “Your Personal CFO Plan!”
The Details
Types of Problems We Solve
Investment
$995 x 3 monthly payments + GST
Then, starting month 4:
$95 per month + GST
This is Not For You If …
You don’t have the time or inclination to manage your investment portfolio. You’d prefer to entrust it to professionals who will act in your best interest and the total of all the accounts you would like us to manage for you add up to at least $200,000.
(Try Our Elite Investor Plan!)
Or, you have just one financial question that is not expected to require more than 10 hours of financial planning analysis.
(Try our Planner on Demand Plan)
How it Works
01 Tell Me Your Dreams
What is the one thing that drives you? What are your goals and dreams for retirement and what do you hope to achieve in the next phase of your financial journey?
In our initial meetings, we will dig deep and reveal what is most important to you. This forms the foundation of your custom-designed personal financial plan.
02 What is Your Starting Point?
We all want to be financially successful, but without knowing how much you have coming in each month and where your money is going - success is hard.
That’s why this step helps you identify what sources of cash flow are working for you today and what other sources can be created.
03 Which Way from Here
Now that we have a clearer picture of where you want to go and what resources you have to get there, we will build a plan that explores all of the possibilities in front of you.
04 Implement
All the pieces are in place and you are ready to start implementing your financial plan.
I’ll guide you with resources and a timeline. I’ll be your accountability partner.
You’ll have full access to our interactive financial planning client platform, which allows you to play with “what if” scenarios on your own time, upload and store documents securely and schedule appointments with me when you need additional advice.
05 Evolve
Your goals and dreams are sure to evolve and so should your financial plan. We’ll decide together how often we’ll meet throughout the year in person, by phone or by videoconference to keep your plan moving in the right direction.
Have a life decision to make that has a dollar sign attached to it? With the Your Personal CFO Plan, I’m available on demand whenever you need me! You can easily make a phone or videoconference appointment on your client platform, where you’ll have access to my calendar.
Ready to Take Control of Your Financial Future?
Our goal is to be your financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by answering a few questions to help us get to know you better and determine if our expertise is a match for your financial planning needs.
Please click the button below to get started, and we’ll be in touch as soon as possible to schedule an introductory meeting.
A Confidence-Boosting Coach
Glory, you are an effective, expert, and confidence-boosting financial planning educator and coach!
I truly appreciate the calm, thorough, and tailored approach you have taken to guide my faltering steps since my spouse passed away three years ago as I was poised to retire.
Taking the financial reins into my inexperienced hands has been a positive, engaging, and happy learning experience with you as my mentor.
I cannot recommend your personal service highly enough!
Dr. Barbara J.L., Nanoose Bay, BC
Not Quite The Right Thing?
About Glory Gray
Owner, Wealth Advisor | BSc Finance, MFA
After completing my Bachelor of Science in Finance and Investments, I worked as an Analyst with a U.S. Investment Bank for five years. Later, I worked as a Wealth Advisor for large investment firms for ten years before establishing Glory Gray Wealth Solutions.
I maintain my securities licenses in British Columbia and Alberta and am also licensed to offer Life Insurance products in BC. In recent years, I earned my Master Financial Advisor certification in Philanthropy and created the Women’s Wealth Canada Podcast, a financial education podcast specifically designed for Canadian women.
I built this company to give my customers all the protection and assurance of a large firm without the negatives of dealing with a large institution.
But don’t take my word for it. Read what my customers say.
Ready to get started? Let’s do this!
