Allow us to 'get-to-know' you, collaborate and invest this time to discover synergies and endless financial possibilities over a ZOOM (online face-to-face call) or over a coffee.

This hour is all about you! ...where you are today and where you want to be in the future. We will map out your financial goals together through this goal-setting session.

Thank you for taking the initial step to invest an hour of our time together to explore your financial aspirations. We can't wait to share the exciting pathways we've discovered for you to achieve your dreams and aspirations. Let's explore it together in this meeting!

Includes treatment and acupuncture if needed. We direct bill most of the insurance companies call (780-569-2000) for more details.

Please bring in the claim number, and insurance details. Insurance will cover the assessment and treatment costs

Responsible for income tax preparation for individuals and companies. Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in a timely manner. Completes tax forms in accordance with policies and in compliance with legislation and regulations.

Evaluating credit worthiness by processing loan applications and documentation within specified limitsInterviewing applicants to determine financial eligibility and feasibility of granting loansDetermining all applicable ratios and metrics and set up debt payment plans

Rent, buy, or sell property for clients. Perform duties, such as study property listings, interview prospective clients, accompany clients to property site, discuss conditions of sale, and draw up real estate contracts. Includes agents who represent buyer.

The Financial Industry Regulatory Authority (FINRA) requires all individuals working in the financial sector to be fingerprinted. Fingerprinting can be done using the FD-258 ink cards or can be done using a livescan fingerprinting scanner.  FingerMetrics will offer these services to you however you want your fingerprints to be collected. Get Fingerprints today! 

ADULT

§  Letter of Employment/Pension/Other Income or last audited financial statement

§  Any two forms of identification: Valid Passport, T&T Identification Card, Driver’s License, Birth Certificate

§  Evidence verifying residential address: Copy of paid utility bill such as water, electricity and/or telephone, current Bank Statement (not older than 2 months) - If Utility Bill is not in your name, an Authorization Letter from the person and a valid copy of their ID to be attached

§  A Certificate of Registration as a resident of Trinidad & Tobago (Non-Nationals)

YOUTH (18 years and under)

§  Copy of Birth Certificate (original must be produced to authenticate copy)

§  Signature of parent or guardian on application form

§  Copy of parents' ID

SELF EMPLOYED/SOLE PROPRIETOR/COMPANY DIRECTORS

§  Articles of Incorporation, Notice of Directors, Notice of Secretaries, Notice of Registered Office & Certificate of Incorporation

§  Proof of income

GROUPS/CLUBS

Minutes approving membership of club and authorized signatories to account

SHARE SAVINGS & ENTRANCE FEE

§  $100.00 minimum ($60.00 to Shares and $40.00 Entrance Fees)

LOAN AMOUNT
Minimum – $500.00
Maximum  – $400,000.00

INTEREST RATE
1% orb

COLLATERAL
Shares are the main collateral security.

FEATURES
Qualification is based on ratio of shares.
Loan can be granted within 24 hours if shares balance is more than loan balance.

DOCUMENTATION
Applicants may be required to provide documentation in support of loan applications above $15,000.00.

TERM
6 months – 7 years

REFINANCING
Loan can be refinanced at any time.

PREPAYMENT PENALTY
Five (5) months interest.

We develop comprehensive intake assessment protocols to accurately evaluate and document the needs of your clients, setting the foundation for effective treatment planning.

Our team designs customized policies and procedures tailored to your facility’s operations, promoting consistency, efficiency, and adherence to regulatory standards.

We guide you through the Arizona Department of Health Services (ADHS) licensing process, ensuring all necessary documentation and compliance requirements are met to secure your facility's license.

Are you interested in what money can and/or cannot do for you? 

Are you aware of your financial status? 

Do you know what your Net Worth is today?

Can you create your own balance sheet or cash flow statement?

Do you know the different financial vehicles in the market today?

Do you consider money good or bad or is it neutral?

Do you know your financial blueprint?

If your answer is NO or even Yes to any of these questions, this coaching program is for YOU.

Whether you are a seasoned veteran or a beginner to finances and money. You can always

learn something new or relearn what you already know!  After all, learning is really remembering.

You can walk with an ex employee of the Canadian Financial System whom has his own

personal experience to share about saving, planning, investing, expenses, multiple income

streams, and much more.  The information he shares is backed by other leaders in the financial

industry and his own personal experience.  

It doesn't cost you anything to work with a licensed insurance agent. We shop all the carriers for you so you can make an informed decision you can feel confident about. Medicare insurance can be complicated. Each year our agents participate in certification classes to stay up-to-date with Medicare’s current rates and coverage. Get all your questions answered.

VMBS/NHT Joint Financing Mortgage Programme - One Application for your convenience.

Up to 95% financing ** (conditions apply)

Up to 75% financing** (conditions apply)