October's issue of Design Your Future - Let's make life and finances a lot less scary

October's issue of Design Your Future - Let's make life and finances a lot less scary

Welcome to October’s issue of Design Your Future!

This month, we’re dedicated to helping make life and finances a lot less scary.

October is a time of transition, and it’s packed with activity—whether it’s hockey tryouts, Canadian Thanksgiving, Oktoberfest celebrations, or gearing up for Halloween. It’s also Mental Health Awareness Month, a crucial reminder to take care of your well-being amid all the busyness.

In this issue, we’ve woven together the spirit of gratitude, tips to boost your mental health, and strategies to make your financial life a lot less scary. Let’s take on the rest of the year with confidence and clarity!

In this Issue you will find:

  • Your expert advice is requested
  • Millionaire Mindset on Mondays
  • I'm making changes to my portfolio, are you?
  • Fun Financial Fact
  • Best Coffee in Nova Scotia? Check out Expedition Coffee Roasters
  • To be afraid or to be NOT afraid


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Entrepreneurs, I Need Your Expert Advice!

As a business owner myself, I know how important it is to connect with the right audience, and no one understands entrepreneurial challenges better than those who’ve lived through them—like YOU. I’m about to launch a social media advertising campaign for Design Your Future Financial Services, and since I specialize in helping high-achieving entrepreneurs reduce taxes, grow wealth, and simplify their finances, I’d love to get your advice on which ad resonates more with you.

Please click HERE and vote for which ad you liked better and feel free to leave your comments.

Ad 1: Addressing Entrepreneurial Pain Points This ad dives right into the struggles many of us face as business owners—overpaying taxes, juggling personal and business finances, and feeling overwhelmed. It highlights how our strategies have helped entrepreneurs reduce their tax burden and protect their wealth using whole life insurance inside their INC.


Design A Better Future with The Financial Engineer
Click to learn more

If your business is doing well and expanding, you've probably already asked yourself this question...

The reality is that most businesses overpay in taxes every year, due to a lack of tax optimization.

Take advantage of little-known strategies from your accountants and tax specialists to help you:

Minimize your annual tax payments

Generate tax-free passive income.

Protect your money and pass it on to your family tax-free.

Click 'Learn More' to find out how corporate-owned life insurance can boost your take-home and benefit your business and personal life.

Learn More


Ad 2: The Power of a Personalized Financial Strategy This one is all about how most financial advice out there is generic and doesn’t cater to the unique needs of entrepreneurs. It emphasizes that I create custom financial plans specifically for business owners—plans that help you achieve financial freedom without sacrificing your personal or business goals.


Design an even better future with The Financial Engineer
Click to learn more

Entrepreneurs: Your business is unique. Your financial strategy should be too.

The one-size-fits-all financial advice that traditional advisors offer just doesn’t cut it for high-achieving entrepreneurs. You have unique challenges, goals, and responsibilities that require a strategy as individual as your business. If you’ve been given cookie-cutter advice that doesn’t align with your goals, it’s time for a change.

At Design Your Future Financial Services, we specialize in designing financial strategies for entrepreneurs like you. Whether it’s finding the best tax-saving opportunities, finding money that is falling through the cracks with our one number cash flow plan, securing your wealth with the right investments including a properly designed whole life policy, or building a long-term legacy for your family, we craft a plan that’s personalized for you—not just another generic solution.

Imagine having a financial roadmap that fits perfectly with your life and business—one that helps you achieve your goals, reduces your taxes, and protects everything you’ve built. That’s what we deliver.

This is more than financial advice. It’s a plan for your future.

? We understand the unique pressures of balancing personal and business finances because we’ve helped entrepreneurs like you do it every day. Now it’s your turn.

Ready to start designing a plan that works for you? Click below to book your FREE discovery call and let’s design an even better future!

Learn More


So, which one speaks to you more?

I’d love to hear your thoughts!

Your feedback is incredibly valuable and will help me connect more effectively with fellow entrepreneurs who are looking for a financial design that truly works for them.

Please click HERE and vote for which ad you liked better and feel free to leave your comments.

Thank you in advance for sharing your perspective—I appreciate it!


Explore Our Financial Planning Services

Design Your Future offers a wide range of tax and financial services to meet your specific needs - from helping to INC properly, increasing your money mindset to a wealth mindset, access to high net worth private equity investments, properly designed whole life policies, and designing a financial plan based on what YOU want!



Millionaire Mindset on Mondays
Join our Millionaire Mindset Community

Register for Millionaire Mindset on Mondays HERE

Millionaire Mindset on Mondays

We were going to charge $29/month for this service. We decided to keep it FREE.

Would you like access to strategies and secrets that actually work to propel your financial success?

You can't afford to miss out on the insights and sharing that this community brings!

Registration is free. If you had one question that the answer would make your financial life even better and easier, what would that question be?


I'm making changes to my portfolio - would you like to make them too?

Interested in Private Banking, High Net Worth Investment Opportunities and Strategies generally reserved for those who have more than $5M in their bank account?

If you have more than $250,000 available to invest, there are new doors available to you that weren't avaiable before.

I'm making a change to my personal investments and portfolio. Are you interested in learning why?

Want to learn more about our High Net Worth Investments?


Charity Ball Hockey Tournament raised $1350!


On the only rainy weekend in 2024, several local kids and adults came together is some old fashion street hockey.

While the rain kept the crowd away, spirits were high and dry as $1350 was raised for the new turf recreational field in Fall River!


Fun Financial Fact


visit

Fun Financial Fact: A wealthy mindset starts with gratitude.

This Thanksgiving, I’m grateful for the lessons I’ve learned and the incredible people I get to help achieve their financial independence.

There's a lot to be thankful for. What's one thing that you are thankful for today?

Happy Canadian Thanksgiving!

Learn More


Best Coffee in Nova Scotia?

Check out Expedition Coffee Roasters based in Falmouth. Delicious!!

Make sure you say hello to Aaron Grimeau if you stop by their shop while in the Valley!


There's a lie that all business owners tell themselves...

I am not afraid!!!

There is no need to be afraid anymore!!


If you had one financial question that you would like the answer to, what would that question be?

Let's us know and will do our best to find the answer and include it in the next issue of Design Your Future!


October and November are GO Months! Let's GO!!

Book your FREE 15 minute call to learn how I can support your unique financial goals



Design An Even Better Future with The Financial Engineer

Copyright ? 2024? Design Your Future Financial Services, All rights reserved. Our mailing address is: [email protected]

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Thanks for the shout-out. It can be a real grind getting the word out, and I greatly appreciate it! Please do check out out coffees, and please let me know your thoughts when you do.

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