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Your Consultation includes a very useful booklet, the 12 page Executor Checklist , at no extra charge .
From January 15, 2021, to March 15, 2021 , a complete FMA Retirement Income , Tax, and Estate Planning Consultation is available for the sum of $ 175. , total .
~~ The initial 1 to to 1.5 hour Fact-Finding meeting ( all fully confidential ) which can be organized by a Zoom meeting, during these times of the Covid-19 Pandemic .
I-Phone Face Time E-meetings, and phone calls, are also available .
~ The preparation of a complete , and simplified Written Report, with the Copy mailed to you, with clear and timely recommendations
~~ the subsequent 2nd meeting to review the Report, and ask any further questions.
~~The $ 175. Payment can be made, in advance of the Initial Consultation, by Interac E-Transfer, or by mailing a cheque or money order to the address shown.
We are so pleased , AND relieved , to have ALL of our lifetime financial matters and Estate Planning completed, and in clear view .
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