Protect Your Protégé

Leave a legacy of peace, love & shared values

Lack of Planning May Lead To

  • Chaos and confusion
  • Revenue Canada becoming your primary beneficiary
  • A steep cost to your family

7 Steps to Your Legacy of Love

  • Number 1

    Define

    Clarify what is important to you

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    Dream

    Imagine the impact you want to make

  • Number 3

    Defend

    Protect your retirement income by stress testing the plan

  • Number 4

    Decide

    Consider the options & create your plan of action

  • Number 5

    Develop

    Apply chosen strategies

  • Number 6

    Direct

    Create a written plan & share it with those you care about

  • Number 7

    Deliver

    Monitor & tweak the plan

Your First Step

Invitation to exploration

30 Day deep dive into your needs and determination of the required service level
Includes your money back happiness guarantee
30 Day deep dive into your needs and determination of the required service level
Includes your money back happiness guarantee

Service Levels

  • Number 1

    1. Expedited estate plan

      Where the implementation of a single strategy is outstanding

  • Number 2

    1. Evolved retirement & estate plan

      Planning and implementation are required in situations of increased complexity

  • Number 3

    1. Essential retirement & estate plan

      Planning and implementation are required in situations of limited complexity

  • Number 4

    1. Concierge

      Comprehensive planning and implementation are required in complex situations

Let's Talk

Book a no-obligation introduction call with Lynn