Help Me With Family Conversations

Common questions.

• Should I stay in my current home or scale down?
• Can I afford to age in place?
• How much do Senior Living Residences cost?
• What type of estate planning should I consider?
• Have my advanced directives and POAs been updated?
• Should I give away some inheritance now?
• Could you help me with aging discussions with my family?
• Who should be my Executor?

Acknowledging the good that you already have in your life is the foundation for all abundance.

— Eckhart Tolle

Ready to make sound decisions for your financial journey?

Contact us to help answer questions like these.
Call us at 403.355.6042

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