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 situation, outline key targets, and recommend the right next step or planner for you. 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, define what success looks like to you, and connect you with the right planner.
Step 2: Create Your Financial Blueprint
If you choose to move forward, we’ll connect you with a financial planner, who will send their engagement agreement and questionnaire directly. Once you’ve engaged them, they’ll dive deep into your finances, savings, investments, and goals. Over the next 2–4 weeks, they’ll use advanced tools to craft a customized financial plan tailored to your business and personal objectives.
Step 3: Your Blueprint Delivered
Your planner will present your personalized financial plan in a 1–2 hour Zoom meeting, along with a detailed PDF covering strategies for tax optimization, investments, cash flow, and retirement planning. They’ll guide you through every detail, answer your questions, and provide a recording for reference, plus six months of follow-up support.
Your plan is delivered by credentialed planners: Simon Wong (MBA, CFP®) and Obed Maurice (CPA, CA, CFP®) lead the planning and tax work, with licensed portfolio managers for investments. Blueprint Financial, founded by Chris Liew (CFA, CFP®), connects you with the right planner. Learn more on the About page.
