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