OUR PROCESS

We believe that our T.E.A.C.H process is a game changer for people like you who are trying to make better financial decisions while not being influenced by a sale of a product. Links Consulting does not engage in selling any financial products (Insurance or Investment based). Its purpose is to get your data through proper organization, give you a knowledge base that will empower you and ultimately provide you with proper comparative analysis so that you can make better decisions.
We charge $1,000 upfront and $20/month for ongoing access to our concierge service, educational content, quarterly reports and any future analysis you would like to have done.
Thank you and we look forward to giving you an experience you will want to tell others about!

TEACH PROCESS

T

Technology- 24/7 access to our Links Data Portal (LDP). Scheduled One on One Coaching

E

Education- Content on financial services and strategies that will give you helpful knowledge when eventually meeting    with a financial advisor. This Education will be provided via videos and/or with a qualified consultant.

A

 Analysis- Compare your data to the best possible options available to you. This Comparative Analysis will be presented by a member of Links Advisors and will help validate what you are doing or show you better options.

C

Concierge- Your personal connector/guide to everything Links /access to our professional team of resources/ Deployment of pertinent educational content personal to your needs/Connection to dedicated Links strategists specializing in strategy design and strategy implementation.

H

Holistic- Our approach has no product bias. We use factual data to provide you with personal financial recommendations. Quarterly newsletter produced by Links Advisors and M Financial and a current Balance Sheet produced by your Concierge using the LDP.

BETTER DATA

Using the Links Data Portal (LDP) we gather all your financial data in one place allowing you to manage, observe, and be involved.

BETTER DECISIONS

Using accurate data we can provide you with a comparative analysis which will help you make the best financial decisions for your stage of life.

BETTER LIFE

Creating financial peace of mind allows you to fulfill your life goals and spend more time with those you love. We are committed to helping you achieve that peace of mind.

Businessman touching financial dashboard with key performance indicators

WHY LINKS CONSULTING

By definition financial planning is about creating a strategy to help you to achieve the life you've imagined for you and your family.

What sets our education apart is a relentless pursuit of real, measurable results. We want to keep our education simple. We start with teaching time-tested principles. Then we give you clear and direct steps to put those principles into action in your life today.
You need someone who can help you take an objective look at your wealth and help you fully understand where you are today, where you want to be tomorrow, and then help you chart a course from point A to point B.

We know that with the right strategy, focused on the right outcome, you can achieve massive results. Our bold promise to our clients is that we will show you how you can achieve financial freedom in 10 Years or less.

TEAM OF EXPERTS

Michel Bergeron
Michel Bergeron
Chief Executive Officer
Greg Blackbourn
Greg Blackbourn
Chief Relations Officer
Gary Lowe
Gary Lowe
Financial Concierge
Kade Skousen
Kade Skousen
Analyst

GET IN TOUCH

Text

(801) 781 5085

Call

(603) 320 8943

Email

info@linksconsulting.com
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