The Better Quality Of Life Program

Richard SheppardSenior Financial Consultant – Investors GroupSuite 610, 1816 Crowchild Trail NW, Calgary, AB T2M 3Y7Phone: 403.220.9654 X229 Fax: 403.220.9609Toll Free: [email protected]

NAME: ________________________

ADDRESS: ________________________

TELEPHONE: ________________________

EMAIL : ________________________

DATE : ________________________

Express Consent: By providing my telephone number

and/or email address below, I CONSENT to Investors Group

using this information to contact me for marketing purposes.

The Better Quality of Life Program

I am a Senior Financial Consultant to self-employed professionals. I created The Better Quality of Life Program. This step-by-step program helps you develop a four-part blueprint to achieve your Quality of Life goals.

My practice has created our own unique, targeted program for self-employed professionals to align personal and business finances with life goals and values. It is called The Better Quality of Life Program and it takes wealth planning to a higher level .

Our program is not for everyone. It is for professional people who take their financial situation seriously, and have long-term quality of life goals. People who care about their family, value the advice of experts, and are willing to take the time to plan ahead. If you are someone like that, you might be a good candidate.

We created this advanced program based on our experience working with hundreds of clients. Wehave learned that most self-employed professionals get in trouble by taking a piece-meal approach to their financial planning. They have many different financial products and advisors, and everything is fragmented. As a result, their wealth is often eroded over time, they suffer unnecessary stress and worry, and they don’t achieve a high quality of life.

However, if you integrate your personal and financial situation, and build your planning around clear quality of life goals, you will more likely optimize your wealth, have greater peace of mind, and achieve a better quality of life.

THAT’S WHY WE RECOMMEND YOU DO THREE THINGS. 1. Take a financial snapshot of where you are now. 2. Write down your quality of life goals. 3. Develop and implement an integrated four-part plan (which includes your money, personalsituation, business, and family/community).

If you want to work on these steps with me, I offer a free 90-minute starter session. During this session, we will work together to assess your current situation and write down your quality of life goals. We will then decide together if you should join our unique program.


We do not have a clear

vision of our future1 2 3 4 5 6 7 8 9 10

We have a clear, well-defined

vision of our future

We do not have clear

quality of life goals1 2 3 4 5 6 7 8 9 10

We have clear quality of life

goals

We do not have a plan to

achieve our quality of life

goals

1 2 3 4 5 6 7 8 9 10We have a plan to achieve

our quality of life goals

We feel our financial

situation is fragmented and

disorganized

1 2 3 4 5 6 7 8 9 10Our financial affairs are

integrated and organized

We feel stressed and

worried about our financial

future

1 2 3 4 5 6 7 8 9 10

We feel confident and have

peace of mind about our

financial future

We have not integrated our

money, personal, business,

and family/community

planning

1 2 3 4 5 6 7 8 9 10

We have integrated our

money, personal, business,

and family/community

planning

We are concerned that our

wealth will be eroded1 2 3 4 5 6 7 8 9 10

We are confident that our

wealth will be protected and

grow

We are concerned that our

quality of life will be

diminished in the future

1 2 3 4 5 6 7 8 9 10

We are confident that we will

have a higher quality of life in

the future

We do not feel supported

in our financial situation1 2 3 4 5 6 7 8 9 10

We have tremendous advice

and support for our financial

affairs

We do not have as much

confidence in the future as

we would like

1 2 3 4 5 6 7 8 9 10We have a strong sense of

confidence about our future

To help you clearly understand your current situation, try The Better Quality of Life Scorecard. Rate your reactions to each pair of phrases. Decide where you lie on the scale from 1 to 10.

Add up your total from each column.

Your Better Quality of Life Scorecard Total: _______

1. Why did you give yourself that score? 2. What do you need to do to improve your score?

The Better Quality of Life Scorecard


The Better Quality of Life Model

FINANCIAL

FAMILY &COMMUNITY

BUSINESSPERSONALQuality

Of Life

Goals


Please describe what you would be experiencing, and how you would be feeling, if you were enjoying a much better quality of life in the future.

The Vision Question


The Four Projects

To achieve my Vision, I need to work on these four projects:

1. (Financial)

2. (Business)

3. (Personal)

4. (Family & Community)

My Four Actions

To get started, I must immediately take these four actions:

1.

2.

3.

4.

Name of Vision: _____________________________

™ Trademark owned by IGM Financial Inc. and licensed to its subsidiary corporations. We are committed to keeping personal information

confidential. The information collected above may be used by Investors Group and shared with its affiliates to inform you on investment

opportunities, provide additional financial information from time to time, and for other internal purposes.

The Better Quality Of Life Program

Documents

Transcript of The Better Quality Of Life Program