Core Services

Small Business Owners

You need more expertise in managing your financial structure and systems, but you don’t need a full-time employee or department (yet). Get holistic analysis and strategies to inform your leadership and defend your accomplishments. Your plan will give you clarity and confidence with Heather as your Business Bestie or Financial Co-Pilot

Unincorporated

Business Bestie

You want a skilled financial confidant and analyst to inform your leadership and position you for the future with no surprises or regrets. Focus on tax, cash flow and transition planning.

Ongoing support available

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incorporated

Financial Co-pilot

You want a financial professional to proactively support you, ensuring your business structure provides the tax savings and cash flow advantages you incorporated to realize, and supports your personal financial goals, even as your business evolves.

Ongoing support available

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Taking The Helm

You need to reboot your financial house to fit you perfectly now through to your Estate. You want to talk Death and Taxes, or be a Regenerative Ancestor, or Take The Helm in the wake of significant change. We will get you captaining your money with joy and grace.

Regenerative Ancestor

You want to be a regenerative ancestor, aligning your wealth and choices with values that build resilience today and regeneration tomorrow. You have more than you will need, and want to shape your legacy now and through your Estate.

$120/mo for ongoing support

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Taking the Helm

Something key has changed: death, divorce, diagnosis… You need to weigh your options, renovate your Financial ship, and make your way with confidence and grace to your safe harbour.

$55/mo for ongoing support

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Death & Taxes

You want to organize your Estate to be as smooth, tax-efficient and administratively straight-forward as possible. Even when fair is not always equal, family gets complicated, and probate has more than one meaning.