- 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.
How much money do you need to be wealthy?
We suggest two answers:
1. You are wealthy when you no longer need employment income because your investments will provide you with an income for life.
2. You are wealthy when you achieve the five goals outlined on “The Bluestone Hierarchy of Wealth and Well-being”.
How does one secure wealth?
By pursuing the seven areas of “Managing the Money”, the foundational level of The Bluestone Hierarchy.
Check out The Bluestone Hierarchy on our website and see how you are doing. Call us if you want to talk about it. Securing wealth along with our clients is what we want to do. Thank you for the awesome privilege of walking this pathway with you.
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.