Dawn

Dawn Ewing
Executive Sales Director

TAKING YOU BEYOND DEBT FREEDOM to a welcome retirement for instance!

Our company name “Debt Freedom Canada” really says a lot about what we do, but the good news is we can also take our clients well beyond freedom from debt.

While a number of local family clients are now enjoying freed up monthly cash and having their debt eliminated, it’s interesting in what a lot of other people say. For instance, one client said, “I had no idea that I was short on retirement and now I understand what it was all about, and what it will actually take to get there. To me, financial services was a completely complicated subject, but now sitting down and getting educated, it all makes sense.”

It’s hard to disagree. When it comes to planning their financial future, people don’t just want to be sold a product. They want to understand how things work and be able to participate in designing how they will live their tomorrow.

And here’s how Debt Freedom Canada arranges that. Just as a new homeowner would sit down with an architect to discuss their preferences for the features of a new home, a Debt Freedom Financial Advisor will sit down today, to talk about the things that will give the client the quality of life they deserve, tomorrow.

One of the advantages comes from the Financial Needs Analysis that clients and their Advisor would complete together. It’s a highly detailed and comprehensive evaluation of a financial profile and is also protected by proprietary law. Based on the client’s Financial Needs Analysis, when the Advisor returns, they now have a fully customized, Debt Freedom Financial Plan. When put into the client’s hands, its weight alone, assures them that something very solid and reliable is now working to deliver their future.

But the good news doesn’t end there. Debt Freedom clients are entitled to an annual visit from their Financial Advisor to review all sections of the plan. The most enjoyable part is when their net worth is compared to what it was a year earlier, so they are able to see its growth. It’s an indispensable indicator, giving the client the satisfaction of knowing they’ll be arriving at their financial destination in first-class condition.

To find out more information on directly participating in designing a personal financial plan, please call for more information.

Available Media
   
A Reminder of Home
President and CEO of Debt Freedom, John Podlewski, sent a little something as a reminder of home and as a message of thanks to our soldiers fighting in Afganistan.