Financial resilience is your ability to withstand life events which impact your income or assets. Resilience means options.

“First principle: never to let one's self be beaten down by persons or by events.”

— marie curie

financial security & risk planning

Lifestyle Protection & Risk Planning

Your income is your most important and valuable asset. We help you make a plan and put an insurance program in place to maintain your lifestyle and provide for your family in the face of an unexpected diagnosis or life event.

    • We help you figure out how much insurance you might need based on your situation;

    • We research and vet the best companies and products for you;

    • We support you through the process of applying for insurance;

    • We help make sure the details of your insurance program are organized and accessible for when you need it.

Business Protection & Continuity Planning

We help you make a plan and put an insurance program in place to keep your business or practice going when you’re faced with an unforeseen health or life event. If your business relies on a few key contributors, we can help manage the financial consequences of their health-related absence too.

    • Thorough review of your business goals and needs;

    • Plan Recommendations and Design;

    • Support through the application and implementation process;

    • Ongoing support and guidance for you and your employees

Employee Benefits Planning

We help provide meaningful health and wellness benefits for your employees through group insurance plans or private health plans.

    • We get to know you and your business and provide you with a framework for the legal and financial requirements of your continuity and succession plan, and provide draft documents and templates where required;

    • We coordinate with legal and tax professionals as needed (either yours or professionals from our network)

    • We help you address the financial impacts of an unplanned or planned absence from your business with an insurance program;

    • We help determine the amount of insurance needed to address your business continuity and succession goals;

    • We research and vet the best companies and products for you.

    • We support you through the process of applying for insurance.

    • We help you make sure the details of your insurance program and continuity & succession plan are organized and accessible for when you need it.

  • The show must go on!

    queen

  • Planning is bringing the future into the present so you can do something about it now.

    alan lakein

  • Let our advance worrying become advance thinking and planning.

    Winston Chruchill