The Money Cafe Corporation
Financial Services - Whitby, Ontario, Canada
The Money Cafe Corporation Employees
The Money Cafe Corporation Details
The Money Cafe's Primary Objective Is to Deliver Unbiased, Objective and Comprehensive Financial Education and Fulfillment to the Canadian public.Our Money Coaches Help Clients Create the most Important Financial Document; Their Comprehensive and Objective Financial; Retirement; Estate Plan, Debt Elimination Plans; including Alternative Goals such as Scholarships, Grants and Charitable Gifting.Our Money Coaches Are Multi-Licensed and Are Able to Shop the Market to Find our Clients the most Suitable Products and We're Not Swayed by Financial Carriers, Banks and or Credit Unions.We are Solutions Oriented; We've Created Over 12 Financial Concepts that Cover 99% of the Needs of everyday Canadians; with the Sole Objective of Elevating their Financial Intelligence Quotient (FIQ).Our Membership is FREE and Your Membership allows You to Stay Top of Mind and Current.We Offer 'Complimentary' Financial Plan Creation, Financial Analysis, Portfolio Review, Insurance Analysis and Tax Efficiency.We also Work with ‘External' Financially Focused Advisors, Life Insurance Brokers, Realtors, Mortgage Agents and Accountants…Our Financial Planning Process is a Logical, Systematic and Advantaged Six-Step Princess:Step 1: Create a Comprehensive Financial Analysis/Assemble DocumentsStep 2: Develop Both Long-Term and Short-Term Financial GoalsStep 3: Identify and Discuss ALL Alternative Courses of Action if RequiredStep 4: Evaluate and Document Alternatives or ContingenciesStep 5: Creating and Implementing our Manage Your Money™ Financial PlanStep 6: Monitor; Monitor and Monitor! Prepare for Course Corrections and ModificationsWelcome to The Money Café; Join Us; Be Engaged and Uplifted…In Conclusion; As We Say at the Office; ‘You Bring the Coffee; We'll Bring the Conversation' and Together We Will Help you Improve Your Financial Status.
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