Building the foundation for family harmony
Specializing in Family Business, Succession, and Estate Planning . Book a ConsultationLearn More
Who We Serve
Our Services
About Us
Who We Serve
At Experience Financial we advise families and family businesses on the tangible and intangible aspects of estate and succession planning.
We also consult with tax, legal and financial advisory firms.
Our Services
Estate
Planning
Estate Planning is taking the steps to ensure that your dependents are taken care of and that your assets are distributed to your family, a charitable cause, or other beneficiaries in the right way at the right time.
Succession
Planning
If you’ve built your business from the ground up, or even if you took over and have been running it for a number of years, handing over the reins is difficult. The challenges can be amplified if you have a family business.
Practice
Consulting
If you are looking to add value to your traditional tax, legal or financial advisory practice, we offer surrogate planning services , practice management consulting, and advisor training for your team.
About Experience Financial
Experience Financial does not sell financial products. Our commitment is to the families and families businesses we serve and not to large financial institutions.
Book a Complimentary Consultation
If you’re looking for comprehensive financial, estate and succession planning services, you can book a 30 minute complimentary consultation below.
Experience Financial
Coaching and Consulting Inc.
spencer@experiencefcc.com
(403) 803-7780
Experience Financial – Coaching and Consulting Inc. © 2023 All Rights Reserved