Purpose and Values
Purpose
Providing estate Executors, Administrators and families with peace and stability through timely financial decision making both after a death and, in preparation for the future before a death.
Values
Education
Making wise decisions about anything in life starts with knowledge. Clearly explaining terms, phrases and the impact of life decisions is an essential part of everything we do. From 1:1 to seminars & workshops, we teach so you can decide.
Privacy
Confidentiality and discretion concerning your affairs are essential. Anything shared and discussed remains between you and EstateCoach unless you give your permission to disclose relevant information with other professionals or, by court order.
Integrity
Firmly hold the value of simply letting "Yes be yes and no be no." Honouring commitments to do something and, if unable, I will tell you and explain why.
Timeliness
Provide service on time, every time and respond to inquiries the same business day.