Foundation Program

156416979

If you are a motivated family with cash flow of approximately $250,000 of liquid net worth then this program is for you.

This program is designed for someone who is looking at investing now and for the future.  You may be restructuring debt and creating opportunities down the road for creating passive income and wealth.  You are at the beginning stages of financial literacy, and Ardent Wealth helps you create that foundation.

This program includes:

  • Retirement Planning – we take your through the steps of creating a financial plan for retirement.  If you haven’t done this yet – don’t worry!  Ardent Wealth is here to help you through this the entire way.
  • Investment Planning – once we have your debt under control and we have determined the retirement planning, then we start the investment conversation.  We don’t move too fast so that you are overwhelmed or feel stress – this is designed to be a worry free process for you.
  • Education Planning – your kids are small (or maybe they are just a thought at the moment) but we still start the process.  We get you thinking of what needs to be done for RESP’s and how to start maximizing the government contributions.
  • Insurance Plan – this includes accident insurance, unexpected death, and wealth protection.  We review each one separately and make sure that the coverage you have makes you feel comfortable that your family is taken care of.
  • Tax Plan – we ensure that you are paying the least amount of income tax required by law, and this is done accurately and efficiently through our relationships with accountants.
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