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Sharon Chartrand Business Presentation (5)

Sharon Chartrand
Sharon Chartrand

Sharon Chartrand is a financial educator who helps clients achieve their dreams through financial planning strategies. She works with clients of all ages and backgrounds to create personalized financial plans. Chartrand's approach, which she calls "Dream Map," helps clients identify their goals and determine action steps to work towards those goals through disciplines like insurance, cash flow, tax, retirement, and investment planning. Her goal is to provide financial education and coaching to help families.

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Sharon Chartrand Business Presentation Desjardins Financial Security Independent Network. Insurance and Investments.
Today launches a new beginning, I am seeing communities companies and businesses all coming together to create a better tomorrow! I know WE are having a huge impact in our communities and it shows how caring WE are! Impact Client, through Product and knowledge.
Average invest Household Age age 45 and under: 3.2 times more invested age 45-54: 2.7 times more invested age 55-64: 5.3 times more invested age 65-over: 4.1 times more invested based on 2009 stats. The Value of Advisor
Customer experience made easy! As a Financial Educator, I'm here to help you with your financial planning through Dream map strategies and techniques. Through Dream map my clients will receive help with building their portfolio so they can achieve their dreams. My Goal is to help families.
Goals Energy Stages Personal financial review, I know what I want Chief Aim Goal Dreams My Personal Strategies: Dream Map (what do you want)!
In today's economy everyone can use a financial background. Why, to know how money impacts their life for today and tomorrow! From young to old. For todays world and the impact of tomorrow world. My Clients are anyone and everyone.
Do you know the rules and regulations of todays economy To save on Taxes and know strategies to increase your cashflow. Threw product awareness, I can teach you if your coachable and committed to sticking with a Plan. Your Commitments may change but a plan of action is your Goal. My Game plan is to Educate You!
Areas we cover, WHO ARE YOU! STATE: HOW YOU SHOW UP ACTION: WHAT YOU DO INTENTION: WHERE IT ALL BEGINS Why Me, I will look at Your Energetic Factors for Your success.
Insurance Planning Cash Flow Planning Emergency Funds Planning Estate Planning Tax Planning Retirement Planning Investment Planning Disciplines of Financial Planning
Then we go threw Your Tasks Keystone Goal Chief Aims Dreams Then we determine your next possible action step. I am Unique
For more information, please contact me. Sharon Chartrand Financial Educator Cell: 604 835 7242 201 2669 Langdon Street Abbotsford, BC, V2T 3L3 Can you afford Not to find out more$

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Sharon Chartrand Business Presentation (5)

  • 1. Sharon Chartrand Business Presentation Desjardins Financial Security Independent Network. Insurance and Investments.
  • 2. Today launches a new beginning, I am seeing communities companies and businesses all coming together to create a better tomorrow! I know WE are having a huge impact in our communities and it shows how caring WE are! Impact Client, through Product and knowledge.
  • 3. Average invest Household Age age 45 and under: 3.2 times more invested age 45-54: 2.7 times more invested age 55-64: 5.3 times more invested age 65-over: 4.1 times more invested based on 2009 stats. The Value of Advisor
  • 4. Customer experience made easy! As a Financial Educator, I'm here to help you with your financial planning through Dream map strategies and techniques. Through Dream map my clients will receive help with building their portfolio so they can achieve their dreams. My Goal is to help families.
  • 5. Goals Energy Stages Personal financial review, I know what I want Chief Aim Goal Dreams My Personal Strategies: Dream Map (what do you want)!
  • 6. In today's economy everyone can use a financial background. Why, to know how money impacts their life for today and tomorrow! From young to old. For todays world and the impact of tomorrow world. My Clients are anyone and everyone.
  • 7. Do you know the rules and regulations of todays economy To save on Taxes and know strategies to increase your cashflow. Threw product awareness, I can teach you if your coachable and committed to sticking with a Plan. Your Commitments may change but a plan of action is your Goal. My Game plan is to Educate You!
  • 8. Areas we cover, WHO ARE YOU! STATE: HOW YOU SHOW UP ACTION: WHAT YOU DO INTENTION: WHERE IT ALL BEGINS Why Me, I will look at Your Energetic Factors for Your success.
  • 9. Insurance Planning Cash Flow Planning Emergency Funds Planning Estate Planning Tax Planning Retirement Planning Investment Planning Disciplines of Financial Planning
  • 10. Then we go threw Your Tasks Keystone Goal Chief Aims Dreams Then we determine your next possible action step. I am Unique
  • 11. For more information, please contact me. Sharon Chartrand Financial Educator Cell: 604 835 7242 201 2669 Langdon Street Abbotsford, BC, V2T 3L3 Can you afford Not to find out more$