Page 4 - Ocean 6 Ongoing Support
P. 4
ONGOING ADVISORY SERVICE
$295 MONTHLY
For clients who want to expedite their journey to financial freedom with an advisor on hand
to answer questions anytime.
Includes real-time, advice from Ocean 6 Certified Financial Planners®, support with financial
decision-making, smart strategizing for life events, and the latest strategies to beat CRA and
save tax.
SERVICES
Detailed annual review & Blueprint update
Access to the digital Blueprint
Access to the digital Cash Flow Manager
Exclusive referral network
Access to the Ocean 6 Community
Preferential rates on asset management
Unlimited support with all financial decision-making
