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Family Discussion Checklist

Family Discussion Checklist

How many people actually talk about their personal or business succession plan with their family, what they want done in the event they are unable to manage their own money, where they would like to live, and how they want their estate distributed? How many people...

Home Seller / Home Buyer Guide Book

Home Seller / Home Buyer Guide Book

 Home Seller's Guide Book : packed with essential marketing tips and information to help you sell your home at the ideal price and timeframe in today’s market. Home Buyer's Guide Book : includes essential tips, checklists and information to help you buy your ideal...

Preparing for the unexpected

Preparing for the unexpected

No one lives forever, but what if your time is up sooner than expected? Find out how to prepare for the unexpected.  LEARN HOW TO USE THIS WORKBOOK IN OUR EPISODE: HERE.  Thanks Trixie Rowein of  Raymond James for joining us on the show and providing us this...

Estate Planning Guide

Estate Planning Guide

This handy reference guide gives you one central location for all your up-to-date vital information your loved ones will need.

Financial Goals & Dreams

Financial Goals & Dreams

Find out how to make an actionable plan to achieve your financial goals and dreams based on your cash flows.

Cash Flow Snapshot (Budget)

Cash Flow Snapshot (Budget)

Find out how to take control of your cash flow with this downloadable worksheet that will take you through creating your own itemized budget, seeing where your money goes and create financial goals. LEARN HOW TO USE THIS WORKBOOK IN THIS BLOG POST  

Kids & Money Workbook

Kids & Money Workbook

Find out how to teach your kids about money, entrepreneurship and budgeting through allowances and chores.

Cross-Border Reallocation

Cross-Border Reallocation

Find out the financial facts you need to know before you relocate across borders to Canada or the United States.

Business Succession Planning

Business Succession Planning

Find out the actionable steps you need to take to transition your business to family members or employees, to sell the business at arms-length or to liquidate. 

Selecting an Executor & Trustee

Selecting an Executor & Trustee

A step critical to the successful administration of any estate is the selection of an appropriate executor and trustee. Here's a handy workbook from Concentra Trust that will help you determine whether a corporate executor and trustee are right for you!