Primary Goal

Candy and John are ambitious professionals that want to translate their success into stability for their growing family.

Meet Candy & John

Candy and John are the definition of the modern professional. They’re hard workers, quickly rising the corporate ladder, and just getting started with family life.

They are no strangers to personal finance. They’ve already purchased a home, have some retirement savings, and want to keep that momentum going. 

With the birth of their first son, they are now looking to protect their family as it grows. They need someone on their side—someone that can reduce their workload and help them reach their financial goals.

Taking time off work to meet wasn’t an option. Candy and John need something more personalized—something more geared towards their busy schedules.

Candy and John want financial planning that’s accessible from the comfort of their home.

That’s why they came to SaaS Wealth Insurance.

Creating Candy & John’s Plan

Candy and John wanted to protect their family, and that meant achieving stability through personalized financial planning and advice.

They already knew the types of services they needed—they just didn’t have the time to do it all themselves.

What did their financial plan include?

• Strategic investments for the future
• Insurance planning
• Saving for short and long-term goals
• Protecting their family from the unknown
• Tax-efficient investment strategies
• Enabling their family to grow
• Funding RESPs and their child’s future
• Flexible growth that fit their family
• The freedom to see all those important moments
• Offloading the financial planning part of their lives

The Outcome

Candy and John now have the tools they need to feel financially secure. They can continue working towards their goals, the growth of their family, and their child’s future.

They are confident that their financial goals are the focus—that they have the flexibility and security to live life, watch their kids grow, and never miss a moment.

And Candy and John know they have a financial planner that’s working to achieve their dreams.