Jennifer Wheatcroft - Behavioural Wealth Consultant

05/11/2025

Let's talk about the RDSP. It's such a great vehicle for those with disabilities.... the government matches up to 3:1!!! Shoot me a message and let's see if you qualify!

18/09/2024

$2029
$3905
$4442
$3115
$1548

These are the amounts of money I found for clients last month through cash flow planning.

DIFFERENT THAN BUDGETING!!!

It's free. It's powerful. It will make a difference in your financial outlook.

If you'd like one done for you, take 5 minutes to fill out the cash flow opportunities questionnaire to see if it's something that would benefit you!

Do you feel like you make a good living, but you're not sure where all of your money goes? A lot of people can easily access advice about their investments or insurance, but it’s less common to receive practical debt and cash flow management advice. Most working Canadians, including higher income ...

05/06/2024

Cash Flow Planning is something that 80% of people need help with, and only 5% of advisors offer as part of their service.

Cash Flow Planning IS NOT budgeting.

Cash Flow Planning changes the way you structure your money, it helps you change your mindset surrounding money, and it helps you uncover money you didn't know you had.

I am introducing cash flow planning into my practice and I'm looking for 5 people who would like to try out my new program and receive a free cash flow plan. This will be fee based in the near future!

We'll take a deep dive into your active vs working cashflow and I'll show you how to restructure things so you can free up money to get yourself ahead.

On average, through cashflow planning, people find $3300 a month that they can put to better use!!!!!!

If you're interested in doing a plan with me, private message me and we'll chat.

Have an awesome day!

10/01/2024

Let's talk goals and resolutions.... did you make some for 2024? Mine are in the comments.

18/12/2023

When creating a cashflow plan, separate your committed cashflow from your spendable cashflow. Things you have to pay for vs things your enjoy paying for.

18/12/2023

Traditionally, people have used budgeting as a way to decide how to spend their money. However, budgeting can feel restricting and overwhelming.

Cash Flow planning, on the other hand, allows you to use your spendable money as you see fit, from week to week. It allows more freedom with decision making and allows for life to happen.

15/12/2023

Happy Friyay! Smile brighter, worry less 😁✨ Explore the 5 incredible benefits of dental insurance that go beyond a healthy smile. 🦷

15/12/2023

Unveiling the power of the Debt Stacking Method! Swipe left to discover the strategic steps to pay off debt faster and build financial freedom. Ready to stack the odds in your favor?

14/12/2023

Sleigh your financial fears and uncertainties! What's one financial goal you're determined to achieve before the year ends? Comment and let's cheer each other on!