1. Express Consent: By providing my telephone number
and/or email address below, I CONSENT to Investors Group
using this information to contact me for marketing purposes.
NAME: ________________________
ADDRESS: ________________________
TELEPHONE: ________________________
EMAIL : ________________________
DATE : ________________________
Richard Sheppard
Senior Financial Consultant – Investors Group
Suite 610, 1816 Crowchild Trail NW, Calgary, AB T2M 3Y7
Phone: 403.220.9654 X229
Fax: 403.220.9609
Toll Free: 866.424.6329
richard.sheppard@investorsgroup.com

2. The Better Quality of Life Program
I am a Senior Financial Consultant to self-employed professionals. I created
The Better Quality of Life Program. This step-by-step program helps you
develop a four-part blueprint to achieve your Quality of Life goals.
My practice has created our own unique, targeted program for self-employed professionals to
align personal and business finances with life goals and values. It is called The Better Quality of
Life Program and it takes wealth planning to a higher level .
Our program is not for everyone. It is for professional people who take their financial situation
seriously, and have long-term quality of life goals. People who care about their family, value the
advice of experts, and are willing to take the time to plan ahead. If you are someone like that, you
might be a good candidate.
We created this advanced program based on our experience working with hundreds of clients. We
have learned that most self-employed professionals get in trouble by taking a piece-meal approach
to their financial planning. They have many different financial products and advisors, and
everything is fragmented. As a result, their wealth is often eroded over time, they suffer
unnecessary stress and worry, and they don’t achieve a high quality of life.
However, if you integrate your personal and financial situation, and build your planning around
clear quality of life goals, you will more likely optimize your wealth, have greater peace of mind,
and achieve a better quality of life.
THAT’S WHY WE RECOMMEND YOU DO THREE THINGS.
1. Take a financial snapshot of where you are now.
2. Write down your quality of life goals.
3. Develop and implement an integrated four-part plan (which includes your money, personal
situation, business, and family/community).
If you want to work on these steps with me, I offer a free 90-minute starter session. During this
session, we will work together to assess your current situation and write down your quality of life
goals. We will then decide together if you should join our unique program.

3. The Better Quality of Life Program
The Better Quality of Life Scorecard
To help you clearly understand your current situation, try The Better Quality of Life Scorecard.
Rate your reactions to each pair of phrases. Decide where you lie on the scale from 1 to 10.
Add up your total from each column.
We do not have a clear We have a clear, well-defined
1 2 3 4 5 6 7 8 9 10
vision of our future vision of our future
We do not have clear We have clear quality of life
1 2 3 4 5 6 7 8 9 10
quality of life goals goals
We do not have a plan to
We have a plan to achieve
achieve our quality of life 1 2 3 4 5 6 7 8 9 10
our quality of life goals
goals
We feel our financial
Our financial affairs are
situation is fragmented and 1 2 3 4 5 6 7 8 9 10
integrated and organized
disorganized
We feel stressed and We feel confident and have
worried about our financial 1 2 3 4 5 6 7 8 9 10 peace of mind about our
future financial future
We have not integrated our We have integrated our
money, personal, business, money, personal, business,
1 2 3 4 5 6 7 8 9 10
and family/community and family/community
planning planning
We are confident that our
We are concerned that our
1 2 3 4 5 6 7 8 9 10 wealth will be protected and
wealth will be eroded
grow
We are concerned that our We are confident that we will
quality of life will be 1 2 3 4 5 6 7 8 9 10 have a higher quality of life in
diminished in the future the future
We have tremendous advice
We do not feel supported
1 2 3 4 5 6 7 8 9 10 and support for our financial
in our financial situation
affairs
We do not have as much
We have a strong sense of
confidence in the future as 1 2 3 4 5 6 7 8 9 10
confidence about our future
we would like
Your Better Quality of Life Scorecard Total: _______
1. Why did you give yourself that score?
2. What do you need to do to improve your score?

4. The Better Quality of Life Program
The Better Quality of Life Model
FINANCIAL
Quality
PERSONAL Of Life BUSINESS
Goals
FAMILY &
COMMUNITY

5. The Better Quality of Life Program
The Vision Question
Please describe what you would be experiencing, and how you would be feeling, if
you were enjoying a much better quality of life in the future.

6. The Better Quality of Life Program
Name of Vision: _____________________________
The Four Projects
To achieve my Vision, I need to work on these four projects:
1. (Financial)
2. (Business)
3. (Personal)
4. (Family & Community)
My Four Actions
To get started, I must immediately take these four actions:
1.
2.
3.
4.
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confidential. The information collected above may be used by Investors Group and shared with its affiliates to inform you on investment
opportunities, provide additional financial information from time to time, and for other internal purposes.