Welcome to The Money Cafe Corp

  • Home
  • Our Philosophy
  • Financial Planning
  • Retire-Rite
  • Advanced Cases
  • Our Strategies
  • Financial Services
  • Archives
  • Retire-Rite Lifestyle
  • RRLS Facebook
  • Our Strategic Partners
  • More
    • Home
    • Our Philosophy
    • Financial Planning
    • Retire-Rite
    • Advanced Cases
    • Our Strategies
    • Financial Services
    • Archives
    • Retire-Rite Lifestyle
    • RRLS Facebook
    • Our Strategic Partners
  • Sign In
  • Create Account

  • Bookings
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Bookings
  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • Our Philosophy
  • Financial Planning
  • Retire-Rite
  • Advanced Cases
  • Our Strategies
  • Financial Services
  • Archives
  • Retire-Rite Lifestyle
  • RRLS Facebook
  • Our Strategic Partners

Account


  • Bookings
  • My Account
  • Sign out


  • Sign In
  • Bookings
  • My Account

Financial Planning

Step 1: Data Collection

Step 2: Goals & Objectives

Step 2: Goals & Objectives

In step one we collect as much information from our clients as possible on all their financial products and services

Step 2: Goals & Objectives

Step 2: Goals & Objectives

Step 2: Goals & Objectives

One of the more pleasant process where we set short and long term goals and begin a journey to accomplishing them

Step 3: Financial Analysis

Step 2: Goals & Objectives

Step 4: Strategy Recommendations

Step three is probably the most important step as we closely examine income, cash flow, expenses, banking, assets, liabilities

Step 4: Strategy Recommendations

Step 4: Strategy Recommendations

Step 4: Strategy Recommendations

At this stage after collecting every important bit of data from our clients we begin setting financial targets and create a plan to achieve them

Step 5: Implementation/Execution

Step 4: Strategy Recommendations

Step 5: Implementation/Execution

Now that we know exactly what each client needs; we begin looking at carriers with whom we'll be placing our clients

Step 6: Monitor & Review

Step 4: Strategy Recommendations

Step 5: Implementation/Execution

We do a 30; 60 and 90-day check-up to ensure everything is running smoothly and clients are fulfilling the mandate we set out. After that, we hold annual reviews

Create Your Financial Plan

I Would Like To Create My Plan

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Virtually; for Now...

Fortunately; We're Equipped To Process All Lines of Business; Virtually....

The Money Café Corp

Serving the GTA and Durham Region

E: riyadm@themoneycafe.ca

  • Disclaimer: COVID ALERT! Effective Immediately In Adherence to The No-Contact/Safe Distance Policy of The Canadian Government/Department of Health and Due to The Severity and Longevity Of COVID-19; We're Promoting and Marketing the Distribution of Financial Services Via Our Licensed Life Insurance & Investment Partners; Virtually.  (As Of March, 15th 2020...)
  • OUR PORTAL IS DEDICATED TO PROVIDING THE CANADIAN PUBLIC WITH PURE, UNBIASED FINANCIAL EDUCATION & TO INCREASE THEIR FINANCIAL LITERACY! 
  • We Will Highlight the REQUIRED Financial Service and/or Need Via a Range of Product Categories, But Leave the Compliance, Company/Product's Recommendation to Riyad K Mohammed A 32-Year Licensed Financial Advisor/Insurance/Investment Broker.
  • The Money Café™ Is NOT Involved in ANY Discussions BEYOND the Scope of Introducing Riyad And His Team to A Potential Client and Or Visitors. However, We are Encouraging Visitors to Use Our Online Forms to Submit an Inquiry for Service and Or to Book an Appointment Directly with Riyad And His Team. 
  • Mission Statement: The Money Café™ Is an Online Financial Education & Literacy-Based Canadian Corporation. Our Web-Platform; www.themoneycafe.ca and www.retire-rite.ca Fulfill Our Premier Objective, Which Is Focused On ‘Elevating The Financial Intelligence Quotient In ALL Canadians’. 
  • The Money Café™ Is NOT LICENSED To ‘Sell’ Or ‘Market’ Any Financial Services (Nor Do We Want To) As the Fundamental Rationale Behind This Executive Decision Is for The Financial Planning/Wealth Management to Be Controlled and Monitored By Riyad K Mohammed (And His Team); Licensed Life Insurance & Investment Advisors/Brokers.
  • Our Tools and Support Services Do Not Require Licensing, As Were Working with Non-Product Recommendation (Calculations) Financial Software, Budget/Cash Flow Calculators, Excel Spreadsheets and Analytical Forms, Which Are Required to Collect Data In Order To Generate Unbiased Results Such As A Proposed Course Of Action. 
  • The Money Café Is Also Proud to Launch Its Retire-Rite Lifestyle Solution™ (RRLS™); A Niche Product Developed by Its Founder Riyad K Mohammed...
  • The Money Cafe Is Also Proud to Launch SERP-MAX-65™; an elite strategy for High Income Earners to; a) Reduce Their Taxable Income; b) Boost Their Retirement Savings and c) Create an Estate for Their Families...
  • The Money Café™ Is NOT LIABLE NOR RESPONSIBLE For ANY OUTSIDE BUSINESS ACTIVITY, Conducted By A LICENSED Advisor. As An Example, If A Member/Visitor Purchases Life Insurance, Or Investment Funds Or Conducts A Real Estate Transaction; That TRANSACTIONIs BEYOND the scope or jurisdiction of THE MONEY CAFE™! 
  • Our Secondary Objective Is to Connect and Or Recommend Financially Focused Professionals (FFP) With Potential Financially Focused Consumers, (FFC) IF THEY (Consumers) REQUIRE Additional Advice or Would Like To Be Seen By An Advisor, On A One-On-One Basis. Our Goal Is to Educate Consumers to The Point Where They Are Self-Sufficient (Financial Education) Or Better Known As An FFC.
  • We Prefer Our FFC Members to Initiate the Request for Service Via Our Online Forms; However, Riyad And His Team Reserves the Right To Contact Our Members And Visitors. The Money Cafe’s™ Mandate Of ‘Elevating The Financial Intelligence Quotient In All Canadians’ Is Front And Center And The Star Of Our Platform And Will Be The Primary Focus Of All Our Member (Professionals And Consumers) Alignment. 
  • All Banking Products & Services; Including RRSP Loans, Personal & Corp Bank Accounts, Lines of Credit, investment Loans & Credit Cards; are offered via Manulife Bank.
  • Copyright © 2022 The Money Café - All Rights Reserved.


Powered by The Money Café Corp

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data. We will not share or sell your data; it is strictly for internal usage only.

Accept