Work With Me

Non‑legal, but organizational guidance:

• document checklists

• beneficiary review

• digital legacy planning

• legacy letters

Help clients understand:

• salary

• bonuses

• equity/RSUs

• benefits

• employer pensions

Millennials and Gen Z pay for this service all the time.

Unbiased feedback on advice you’ve received elsewhere.

Includes:

• Review of another advisor’s plan

• Fee analysis

• Risk assessment

• Simple, honest recommendations

Clear answers to “Can I retire? When? And how?”

Includes:

• Income analysis

• Savings readiness

• Pension review

• CPP/OAS assessment

• Withdrawal strategy

• Longevity planning

Guidance for families supporting aging parents or adults with disabilities.

Includes:

• Care cost planning/ long-term budgeting

• Benefits + government program support

• Care options and budgeting

• Support for stressed or overwhelmed caregivers

Financial clarity during major life changes.

Examples:

• Divorce

• Career change

• Moving

• Grief and loss

• Blended families

• Relationship transitions

Includes:

• Organizing your financial picture

• Stabilizing short‑term needs

• Long‑term planning strategy

• Clear next steps

Support for pregnancy, newborn transitions, NICU journeys, and growing families.

Includes:

• Parental leave planning

• RESP guidance

• Childcare budgeting

• Insurance review

• Cash flow during income changes

• Medical cost planning

• Stress‑reducing organization

Best for: Expecting parents, new parents, and families navigating NICU or medical needs.