Bill and Elaine sought the advice of their accountant who recommended Frank. At the first meeting with Frank, he began by taking the time to really learn about Bill and Elaine, their goals, values and what was really important to them. Only after this process was complete, did he begin to design a personalized wealth plan. The new plan helped the couple simplify their life and take back control of their finances.

Within two years of meeting Frank, the couple had put in place a family trust, restructured their mortgage on their recreational property to make it tax deductible and outlined annual savings targets. Their new plan indicates that they will be able to retire five years earlier and also provides a more efficient stream of income in retirement. The stress levels around their finances has also been dramatically reduced since they now have a clear financial plan in place that is reviewed annually.

Frank meets with Bill and Elaine regularly throughout the year, providing consolidated reporting, which shows them exactly how they are doing. Bill now knows he can afford to indulge in his passion for fine wines, while Elaine is equally excited about her season's tickets and extra donations to the Vancouver Symphony. Bill and Elaine feel as though they can finally focus on what is most important to them: spending time with family and leading rich and rewarding lives.