SO! Inc has been in business since 2005, offering over 22 years of practical financial insights
to
help clients renovate their financial life. SO! works
in tandem with you so you can continue
to live life.
We lend a practiced
hand to clients, navigating through the everyday stresses and strains
of money by finding alternatives for costly services.
We also help you prioritize paying off
your credit cards (aka debt snowball). All in all
its about using your cash to make sure
that more of it stays in your hands.
SO! provides a Financial Architect’s
Blueprint to each client, outlining what can be done
to improve managing day-to-day,
month-to-month financial stresses most often with the ultimate goal
of being debt free. The idea
is to help you be self-managing and successful at achieving
debt reduction over the long term.
SO!’s Services
Financial Renovations
We work with you to identify goals or what keeps you up at night. Then we take all
your transactions for the last year to track where the money’s going. Together we build an Action Plan to rearrange
your money priorities. Let’s face it, money helps live life! (and sleep better, too)
Mortgage Planning
We work with you to look at the various options associated wth your mortgage relative
to your cash availability now and in the future. There are times when its better to slow down the payment of a mortgage
and times when it needs to be your main focus. We’ll help you with your present mortgage holder or source a new
one. Where do you fit?
Financial Concierge
One call away, we know your financial situation. So when you need a hand optimizing your car insurance, deciding
if a TFSA or RSP is the best place for your bonus, we’re there to help you decide.
Bookkeeping
We
all benefit from it – but who has the time. Yet the information is invaluable when you want to understand where
your money is going and possibly make a change. Your accountant love’s you more too! So we provide bookkeeping
services for individuals and small businesses. Breathing easier is worth it!
SO! is also a recognized mortgage agent with Mortgage Alliance and has access to more
than 55 lenders.
Perfect for scenarios where re-designing your mortgage is the most
effective solution!
Situations where our expertise has been applied include:
- Higher than expected tax bills making it necessary to priotize spending,
- Debt reduction strategies to achieve being debt free by retirement,
- Out-placement package mangement while
searching for new employment,
- Resolving credit bureau matters to achieve lower lending costs,
- Debt management strategies to improve disposable income,
- Basic cash management to achieve savings as well as pay off
debt, resulting in an increase in disposable
income and
- Providing referrals to key professional resources: lawyers, investment advisors, accountants
and other specialists as required.
**Please note, we do not create
Consumer Proposals nor are we Credit Counsellors or trustees for Bankruptcy.
Find out more About Us, then look at our Services to make financial freedom your reality.
