Is It Worth It?
What is the "Is It Worth It?" Call and How Does It Work?
The “Is it Worth It?” call is a free, no-obligation 30-minute call that helps you assess whether our services are a good fit for your needs and exactly how much you can benefit from working with us.
We’ll also provide free advice on which type of professional services best suit your needs (if not ours) and guide you on the next steps to take.
Once you book the call with us, we’ll send you an invitation to our onboarding software, where you can input the necessary data for the analysis. The numbers don’t need to be exact, but they should be close enough for us to accurately assess the value we can provide to you.
Why We Offer This Call
Your Time is Valuable
We want to ensure that our services are the right fit for you before committing. This call helps save time by clarifying expectations upfront, so there’s no need to invest in a full service if it’s not the best solution for your needs.
Transparency and Clarity
We believe in clear communication from the start. During the call, we’ll outline exactly what you can expect and how our services can benefit you. You’ll have all the information needed to make an informed decision, with no pressure or hidden details.
Case Study: An Example of How We Create Value
• Financial value •
Cash Flow, Investing, and Tax Planning
Our cash flow system has helped the average Canadian household uncover $2,000 in extra savings each month. Additionally, a research by Vanguard shows that financial advisors can add 2.5% to 3% annual value to portfolios through behavioural coaching and investment tax planning. For example, with a $300,000 portfolio, that’s an extra $7,500 in value annually
Based on these statistics, we’ve calculated the long-term benefits for a household with a $300,000 portfolio. Just from cash flow, investment, and tax services, you could see a difference of $1.4 million in 20 years—net of fees.
Assumptions Used in the Calculation
- 100% equity portfolio with a gross annual return of 11.92% (based on a 20-year average annual return of Dimensional Fund Advisors’ model portfolio: https://www.dimensional.com/ca-en/insights/picking-the-right-model-risk-tolerance-and-long-term-investment-goals)
- AcctWealth’s fee of $500 per month
- Inflation rate of 2.6%
- $2,000 per month found through cash flow planning
- 50% of savings allocated to short-term investments and 50% to long-term savings
Corporate Tax and Legacy Planning
• Psychological and Emotional Value •
Financial Clarity and a Clear Roadmap to Your Financial Success
We provide a clear, actionable roadmap for your financial future, ensuring you have a well-defined path to follow with a full understanding of your financial situation.
Confidence in Your Financial Future
Working with us provides financial security, helping you make confident decisions with a solid, expert-backed plan.
Peace of Mind
We manage all aspects of your finances, so you can focus on your business knowing everything is proactively handled without worrying about missed opportunities or unmanaged risks.
Financial Empowerment
We give you the clarity to make smarter decisions, empowering you to take control of your financial future and achieve your goals.
Better Financial Decision
We help you overcome emotional barriers in financial decision-making, offering coaching to keep you disciplined and focused, even during market fluctuations.