The 5 Steps

The 5 Steps to Financial Freedom play a major role in the financial strategies that KDSI provides for our clients. An overall financial strategy for our clients is set based on these key principles as well as on their needs and goals. 


Step 1: Develop a Closed Circle

Have you answered the question, how much is enough? Have you broken down your obligations, necessities and wants? After we help you close your circle, the overflow can be used to eliminate debt, invest, give and plan for future generations.

Step 2: Eliminate Bad Debt

Let us show you how to eliminate your bad debt, such as credit cards, loans and mortgages. You must look at arranging your financial affairs in a way that minimizes interest payable. Stop paying high interest!   

Step 3: Legally Minimize Taxes

You need an expert to maximize your deductions and credits on your income tax return. There are numerous ways to save taxes. Also, some of our programs allow you to save lives around the world through humanitarian efforts while saving taxes! Come and meet with us to learn about various ways to save taxes!   

Step 4: Accumulate Wealth and Increase Passive Cash Flow

Let us show you how to make money your slave and put it to work, increasing your passive cash flow and allowing it to generate wealth for you. Once money is not an issue and you are freed from the pursuit of it, then you will be enabled to fulfill your purpose in life.    

Step 5: Wealth Preservation

In this last step, you will learn how to protect and multiply your wealth. We will also help you pass this on to the next generations. Don’t allow everything you have worked for to be eroded by tax and liabilities. Let us show you how to protect your assets through insurance, estate planning and structuring.

Contact Us
Kustom Design Strategies Inc.
221 18th Street SE
Calgary, AB
T2E 6J5
P: (403) 219-0602
F: (403) 219-0603