General Inquiries
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FAQs
We’ll connect over Zoom to explore your goals such as retirement planning, building wealth, managing taxes, or growing your business.
We’ll review your current situation, outline key targets, and recommend a tailored plan to help you move forward. You can also ask any questions and learn about our process.
Step 1: Talk About Your Goals
Let’s start with a simple conversation. Tell us what you want for your financial future whether it’s retiring early, growing your business, leaving a legacy for your family, or leaving Canada. This is where we uncover your priorities and define what success looks like to you.
Step 2: Create Your Financial Blueprint
If you choose to move forward, we’ll pair you with an expert planner and send a welcome email with a questionnaire and service agreement. After payment, we’ll dive deep into your finances, savings, investments, and goals. Over the next 2–4 weeks, we’ll use advanced tools to craft a customized financial plan tailored to your business and personal objectives.
Step 3: Your Blueprint Delivered
Your personalized financial plan will be presented in a 1–2 hour Zoom meeting, along with a detailed PDF covering strategies for tax optimization, investments, cash flow, and retirement planning. We’ll guide you through every detail, answer your questions, and provide a recording for reference. You’ll also receive six months of follow-up support to ensure your plan stays on track as your goals evolve.
Simon Wong, with his MBA in Accounting and CFP® certification, is our Head of Financial Planning and oversees all plans. He’s here to simplify your finances, whether it’s planning for retirement or making big decisions about your business.
Obed Maurice is our tax and accounting specialist. With his CPA background and years of experience at an accounting firm, he’s here to guide you through tricky tax questions and craft advanced accounting strategies.
Chris Liew, the founder of Blueprint Financial and a CFA Charterholder, oversees every plan behind the scenes. He also steps in for complex investment strategies given his strong background in that field.
We also work with trusted investment partners to ensure your plan is as strong as possible. Learn more about the team on the About page!
