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 free unlimited-minutes for your Discovery Conversation.
I will listen, explore your concerns and answer your questions, then deliver creative solutions and fresh ideas.
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 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.
call 250.306.1256 to book your
Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.