- Owning an investment portfolio that provides an income for life.
- Achieving the five goals by managing the seven areas of money.
How are you doing?
Measure your progress with The Bluestone Hierarchy.
“MANAGING THE MONEY”, seven ways to grow, secure and enjoy wealth.
This is the foundation of THE BLUESTONE HIERARCHY OF WEALTH & WELL-BEING. You can view The Hierarchy on our website.
The seven are: Balance Sheet, Debt Management, Insurance, Money Manager Selection, Asset Allocation, Income Tax, and Cash Flow.
We have witnessed countless times, during our more than three decades of practice, that clients who manage these seven fulfill their financial goals. It’s really something wonderful to behold.
Call us, anytime you feel like to chatting about “MANAGING THE MONEY”.
This memo was prepared solely by Terry and Patty Rempel who are registered representatives of FundEX (a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation). The views and opinions, including any recommendations, expressed in this memo are those of Terry and Patty Rempel. Bluestone Financial is a personal trade name of Terry and Patty Rempel.