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.​

  • Let's complete your Personal Estate Inventory.

  • We can review concerns then explore creative solutions & fresh ideas for your Estate Plan.

  • When you decide, I look forward to facilitating conversations with others such as your children, partners, spouses, executors, etc.

  • We can add other experts such as a tax accountant, estate lawyer, etc. as required.

  • While you get on with work & life you will benefit from my continuous focus.


Please email or call 250-306-1256 for a quote.

Due to the nature of this type of work, the number of people potentially involved

and aspects controlled by other parties it's difficult to provide a package.

Financial Consultant Nearby Vernon BC

Email or

call 250.306.1256 to book your

Free 30-minute Discovery Conversation

We want to ensure this is the right process & fit. 

For an appointment email: 

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