FCGC services

It is very difficult for most individuals to manage their finances efficiently while juggling work duties, a family, social life and a multitude of other responsibilities.

At First Choice Gateway, we are fully aware of the challenges people face when trying to achieve financial well-being.
First Choice Gateway is composed of a team of financial experts who have developed a comprehensive program to assist our clients. The first step involves defining personal and financial goals, and then developing customized strategies to achieve them.
Making and spending money without following a disciplined approach will often lead to financial problems. With our help, we can help our clients make the choices that are the most important to them and stay focused. Once the goals are clear, we will design a plan that will fit our client’s core values and lifestyle.
Achieving a healthy financial life takes time because there are many moving parts but First Choice can help accelerate the process. Our services are holistic and once we have gathered our client’s data, we will start the process with education. Then, we will enter the counseling phase and will make specific recommendations. To make sure that our client is making steady progress, we will engage in one-on-one coaching sessions. Towards the end of the process, we will enter the long-term planning phase to make sure that our client is saving for retirement and understands the value of investing. Finally, the ultimate goal is to achieve financial independence and First Choice is determined to help you reach that objective.

The road to financial freedom starts with a single step and First Choice Gateway Consulting can help throughout that journey.

Setup a Free Financial Consultation

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Are you going though financial hardship?The road to financial freedom starts with a single step.

THE FCGC APPROACH

1. FINANCIAL EDUCATION

Involves gathering financial data in order to assess the financial situation and to identify specific solutions such as budgeting techniques, debt management, etc.

2. FINANCIAL COUNSELING

At this stage, we will engage into a more extensive data gathering process in order to have a deeper understanding of the situation and to start establishing financial goals and making specific recommendations.

3. FINANCIAL COACHING

Is a way of working with clients closely in order to provide support, accountability and reinforce financial discipline. During that process, we will seek to better understand your current money behaviors, spending patterns and beliefs.

4. FINANCIAL PLANNING

Planning is defined as a strategic long-term approach aimed at maximizing future financial returns while minimizing the risk of foreseeable financial problems.

5. FINANCIAL INDEPENDENCE

Is the final destination in our process. It involves leading a fulfilled life without feeling limited by financial restrictions or worrying about money.

REQUEST A CALL BACK.

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

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