Financial Consultant Nearby Vernon BC
ESTATE &
SUCCESSION
PLANNING
Plan your financial and personal legacy
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 confidence working with a professional Financial Planner, Registered Retirement Consultant (RRC®),Insurance Agent, and Myers-Briggs Coach.
Together we will:
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Work systematically through your FFC Estate Work Book to complete your asset inventory and legacy wishes.
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Identify and review any financial and intangible concerns you have.
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Explore solutions to equalize your beneficiaries' inheritances including tax implications.
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Upon your approval, Fenske Financial Consulting will facilitate conversations with key stakeholders, including your children, partners, spouses, and executors.
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Determine if additional experts—such as a Tax Accountant or Estate Lawyer—need to be brought into the conversation to achieve goals.
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Expect customized strategies and insurance or low-cost investment options.
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Establish a foundation of trust such that you may focus on work and life knowing that FFC is in your corner and available at your convenience.
