FAQ — Wealth Within Reach® Network

The Wealth Within Reach® Network is an educational clarity framework designed to help individuals and business owners make confident financial decisions.

We focus on:

• Clarity
  
  

• Structure
  
  

• Decision-support
  
  

• Direction — not pressure
  
  

We help you understand your options, organize your priorities, and take action with more confidence.

We do not provide regulated financial, investment, insurance, or legal advice through this brand.

We help you gain clarity on:

• Debt
  
  

• Cash flow
  
  

• Goal-setting
  
  

• Decision-making
  
  

• Risk awareness
  
  

• Planning next steps
  
  

• Understanding available tools, programs, and opportunities
  
  

You get practical, real-world guidance you can use immediately — without jargon or sales pressure.

No — this is educational clarity and decision-support.

We do not replace:

• Financial planners
  
  

• Mortgage/insurance advisors
  
  

• Investment advisors
  
  

• Lawyers
  
  

• Accountants
  
  

Instead, we help you understand your situation clearly so you can engage the right professionals with confidence.

No.

All educational content, toolkits, and sessions are non-regulated and meant for clarity only.

When a regulated product is needed (e.g., mortgage, insurance, investment), you will be supported by an independently licensed professional — which may include Shaun only when acting under his licensed mortgage broker role (separate from this brand).

It’s a free 30-minute call to:

• Talk through your situation
  
  

• Clarify your top priority
  
  

• Understand what you need next
  
  

• Map out simple steps you can take right away

No selling.

No pressure.

Just clarity and direction.

It’s a practical guide that helps you:

• Understand where you stand
  
  

• Build awareness
  
  

• Reduce confusion
  
  

• Create calm and direction in your finances
  
  

It also includes links to:

• The Pathways
  
  

• The Clarity Boost Session
  
  So you can choose support when you’re ready.

It’s a focused, paid, 45-minute working session to help you:

• Get unstuck
  
  

• Understand your priorities
  
  

• Identify immediate next steps
  
  

• Gain focused direction
  
  

There is no long-term commitment required.

Pathways are self-guided clarity tools, not coaching subscriptions.

You can book a Clarity Boost anytime you want additional support.

No.

The Toolkit lets you explore at your own pace.

If you want help identifying which Pathway fits, a Clarity Boost can guide you — but it’s optional.

They are four structured clarity programs:

1. Foundations
   
   

2. Momentum
   
   

3. Accelerator
   
   

4. Visionary
   
   

They help you:

• Understand your goals
  
  

• Build structure
  
  

• Create momentum
  
  

• Make aligned decisions
  
  

• Prepare for long-term success
  
  

You can explore them at your own pace — no obligation to join.

Compensation occurs in three ways:

A. Digital Products

Toolkits, Pathways, and clarity resources purchased through Sutherland Source Inc.

B. Clarity Boost Sessions

One-time paid educational sessions.

C. Mortgage Services (when applicable)

When acting in a licensed mortgage broker capacity, compensation may come from:

• the lender,
  
  

• the client (fees may apply depending on the mortgage type or lender), or
  
  

• a combination.
  
  

All fees are reviewed and fully disclosed before proceeding.

No referral commissions are accepted from insurance, investment, legal, or planning professionals unless disclosed and agreed upon in writing.

No — the entire brand is built on clarity before action, not sales.

You choose the pace.

You choose the support.

You choose whether you want a Pathway or Clarity Boost.

No upselling.

Not through the Wealth Within Reach® brand.

Any regulated products are delivered only through independently licensed advisors in the network.

People who feel:

• Overwhelmed
  
  

• Unsure where to start
  
  

• Stuck
  
  

• Behind
  
  

• Unorganized
  
  

• Ready to move forward but unclear how
  
  

And people who want:

• Clarity
  
  

• Direction
  
  

• Practical steps
  
  

• Confidence
  
  

• Peace of mind
  
  

• People looking for stock picks, investment returns, or product recommendations
  
  

• People wanting ongoing coaching subscriptions
  
  

• People wanting regulated financial planning or legal/tax advice
  
  

We help you understand, not sell you products.

• You’ll be connected with a licensed professional in the Wealth Within Reach® Network — including Shaun when acting as a licensed Mortgage Broker — only when appropriate and only if you choose.

• No pressure.

• No automatic referrals.

• You stay in control.

Yes.

Toolkit, Pathways, and Clarity Boost sessions are available nationwide.

Mortgage services depend on provincial licensing.

Absolutely.

See the full Privacy Policy for complete details.

We protect:

• Your data
  
  

• Your submissions
  
  

• Your personal information
  
  

No sharing.

No selling.

No third-party marketing.