- 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.
As this new decade begins we want to keep our target in focus.
The Bluestone Goal:
“A community of flourishing clients inspiring others to flourish.”
To be rich is to flourish. The human family is one and each member has something to contribute. Those who know the way to wealth & well-being find happiness in sharing it with others. Fulfillment calls us to go beyond ourselves. Communities thrive when they are open to expanding the circle. By being role models and inspiring others we act as a ripple effect that rings out and makes a better world.
Bluestone Financial is a flourishing movement.
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.