Our Services
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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.
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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. Those challenges can be amplified if you have a family business.
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Practice
Consulting
If you are looking to add value to your traditional tax, legal or financial advisory practice, we offer holistic planning services , practice management consulting, and advisor training for your team.
![family-meal](https://experience-financial-coaching-and-consulting-inc-v1724775333.websitepro-cdn.com/wp-content/uploads/2023/01/family-meal.png)
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.
Once a family determines that there is enough to look after mom and dad financially, you will start to consider where the remainder of your wealth will go. Proper planning ensures that the tax, legal and financial strategies work together to support your estate planning objectives.
![succession-planning-services](https://experience-financial-coaching-and-consulting-inc-v1724775333.websitepro-cdn.com/wp-content/uploads/2023/02/succession-planning-services.png)
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. Those challenges can be amplified if you have a family business.
![corpoate-consulting](https://experience-financial-coaching-and-consulting-inc-v1724775333.websitepro-cdn.com/wp-content/uploads/2023/01/corpoate-consulting.png)
Corporate Consulting
If you are looking to add value to your traditional tax, legal or financial advisory practice, we offer:
- Holistic planning services for your family business clients
- Practice management consulting to help build your own processes
- Advisor training for your team.
If you’re looking for comprehensive financial estate and succession planning services, you can book a 30 minute complimentary consultation below.
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Experience Financial
Coaching and Consulting Inc.
spencer@experiencefcc.com
(403) 803-7780
Experience Financial – Coaching and Consulting Inc. © 2023 All Rights Reserved