We Ensure You’re Ready

Let’s face it, life gets in the way. Whether it is in a good way, such as winning the lottery or getting a big raise, or as a challenge such as Divorce, injury illness, natural disasters or other unexpected events, Your Money Puzzle has bumper guards to keep you on track. We will also be there to adapt and adjust to your new reality and new vision for the future.

Your Money Puzzle

Developing your financial plan

When developing your financial plan, we identify the most common events that could affect your lifestyle. For example:

  • Ensuring you have an emergency/opportunity fund to access if emergency cash is required or if a too good to be true opportunity presents itself.
  • Making sure you still have a monthly paycheck in the event that you get sick or injured.
  • Approximately 50% of marriages end in divorce. Ensuring that marriage contracts or co-habitation agreements are in place can help alleviate a lot of animosity and cost later on.
  • Inflation—The hidden tax. Ensuring that you have the tools at your disposal to adapt to rising costs without severe cutbacks in your lifestyle.

If you want to make God laugh, tell him your plans!
– Woody Allen