Financial Consultant Nearby Vernon BC

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ESTATE & SUCCESSION

Estate & Succession Needs

Life happens quickly and change is expected. Let's prepare you to deal with your needs, issues, and pressures that can arise from a financial transition. You will have confidence working with a professional Financial Planner, Myers-Briggs Coach and Registered Retirement Consultant (RRC®).

In the program, we will:

• Identify and review any concerns you may have and explore creative solutions and new ideas to apply to your Estate Plan.

• Upon your approval, Fenske Financial Consulting will facilitate conversations with key stakeholders, including your children, partners, spouses, and executors.

• Determine if additional experts—such as a Tax Accountant or Estate Lawyer—need to be brought into the conversation to achieve determined goals.

• Establish a foundation of trust such that you may focus on work and life knowing that FFC is in your corner and available at your convenience.

 

Separate Option:

Complete your Personal Estate Inventory ONLY. 

($125 + GST PER SESSION)

Three Generations
Happy Family with Pets

BASE PACKAGE PRICE: $600.00* + GST

COMPRISED OF 4 SESSIONS

Equal payment option available.

Add individual sessions as often as needed to continue the conversation.

*Due to the nature of this type of work, the number of people potentially involved, and aspects controlled by other parties, we will custom tailor the package to your needs and a quote will be discussed.

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