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Financial Consultant Nearby Vernon BC

Be prepared to deal with a financial transition

ESTATE &
SUCCESSION
PLANNING

Plan your financial and personal legacy

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®).

Together we will:

  • Work systematically through your FFC Estate Work Book to complete your asset inventory and legacy wishes.

  • Identify and review any financial and intangible concerns you have.

  • Explore solutions to equalize your beneficiaries' inheritances including tax implications.

  • 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 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.

Family Meal

INTRODUCTION SESSION RATE: $150.00

Due to the nature of this type of work, the number of people potentially involved, and aspects controlled by other parties, sessions will be scheduled as required and the cost will be negotiated.

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