Is Your Business Serving the Residents of Barrie, Midhurst, and Simcoe County?
Then We Need to Talk!
TFSI 4 Money is equipped to provide a variety of services from:
- bookkeeping to filing your taxes (CPA – Chartered Professional Accountant)
- assist in the financial aspects of divorce and separation (CFDS – Chartered Financial Divorce Specialist)
- assist individuals, couples and business owners in reaching financial goals by facilitating financial behavioural change (AFC – Accreditation in Financial Counselling)
- assist individuals, couples and business owners with cash flow management (CCS – Certified Cash Flow Specialist)
Why do we do this: personal experience in all areas led me to develop a passion to help others through challenging life transitions. Every chapter in life requires a shift in the way we think and use money. Sometimes we just need a little money coaching, sometimes we need to go to a deeper level for help.
TFSI 4 Money represents a 4-step process to re-engineer your financial future. It is about understanding where you are currently with your money, your relationship with it, the purpose of it in your life and your history with it. Understanding our money mindset and identifying what financial behaviors need to change before we can take any further steps is pivotal. Thus, step 1 reThink money. Step 2 reFocus our financial goals. As we realign ourselves with our core values, our financial goals tend to change. Let’s review and re-establish some new financial goals. Step 3 re-Strategize. When there is a change in goals, we often need to review and adjust our strategies to reach those goals. Step 4 Implement. Implementation stage can include accountability partner, some mentoring and coaching.
It is our true pleasure to assist individuals and couples to transform their financial future. Feel free to reach out to TFSI 4 Money at
www.tfsi4money.com
[email protected]
The Good Neighbour Podcast... Bringing Together Local Businesses & Neighbours of Barrie, Midhurst, and Simcoe County!
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Jeff Gartner
Sean Preston
Good Neighbour Podcast with Jeff and Sean
Midhurst Neighbours,
Ardagh Bluffs Living
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