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
call 250.306.1256 to book your
Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.