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
Define
Clarify what is important to you
Dream
Imagine the impact you want to make
Defend
Protect your retirement income by stress testing the plan
Decide
Consider the options & create your plan of action
Develop
Apply chosen strategies
Direct
Create a written plan & share it with those you care about
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
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Expedited estate plan
Where the implementation of a single strategy is outstanding
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Evolved retirement & estate plan
Planning and implementation are required in situations of increased complexity
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Essential retirement & estate plan
Planning and implementation are required in situations of limited complexity
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Concierge
Comprehensive planning and implementation are required in complex situations
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