The 9 Freedom Steps

A clear, simple path to build stability, eliminate debt, grow wealth, and create the life you were meant to live.

Date

Your Financial Priorities

What are your top financial priorities or concerns? (e.g., debt, retirement, investments, budgeting, protection, children's future, etc.)How would you define “Financial Freedom” for your family? On a scale of 1 to 10 — where 1 means you prefer only the legally-required information, and 10 means you want us to treat you like a financial professional in training — how much detail would you like from us throughout the process of building your financial strategy?

Client Detail Level (1–10)

Partner Detail Level (1–10)

Client & Partner Information

Client Name

Partner Name

Client DOB

Partner DOB

Client Email

Partner Email

Client Phone

Partner Phone

Client Income (Before Tax)

Partner Income (Before Tax)

Do you have children?

Yes No

Does anyone qualify for the Disability Tax Credit (DTC) in the household?

Yes No

Retirement Goals

Retirement Age Goal

Retirement Income Goal (Today's $)

Assets

Examples: chequing, savings, RRSP, TFSA, FHSA, home, non-registered, real estate, business ownership.

Liabilities

Examples: mortgage, car loan, credit card, line of credit, student/personal loan.

Mortgage Renewal Date

Current Monthly Expenses (approximate)

Insurance Coverage

Examples: life, critical illness, disability, home/auto, group benefits.

Do you have any insurance that is directly tied to a mortgage, line of credit, or credit card?

Yes No

Do you have your legal documents? (e.g., legal will, personal directive & enduring power of attorney, etc.)

Yes No

Notes

Use this space for any extra information, clarifications, or special circumstances.