FinacreCapital | Introductory Wealth Services

FinacreCapital | Introductory Wealth Services

Initial Roadmap Consultation

This is your first consult to get a bird’s eye view of your finances.
Take away a customized plan to begin building wealth over the next 1-5-10 years.

Income/Debt/Cash flow Management

USD
1 hour consult
Assess your income sources and debts
Give recommendations on how to pay off debt efficiently while still reaching your investment goals

Investment Analysis and Education

For the DIY investor
We will define your risk tolerance based on your goals and give you insights on your investment plan based on today’s markets
Think of this as a second opinion

Net Worth Report and Projections

What will I have in 10 years?
Comprehensive report of all assets and liabilities – Personal and corporate
Net worth projections based on your contribution plan
Compare projections with different strategies and “what-if” scenarios
Includes insurance projections as an asset class

Investment Goals and Contribution Plan

Review of your income, expenses, debts, and taxes
Define your goals and priorities
Create a contribution plan to meet your goals
Recommendations for registered investments vs non-registered
Personal pension planning for business owners

Introductory Tax Session

Education on personal and corporate taxes
Tax strategies based on your goals and stage of life