So, what do I do anyway?
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Transcript of So, what do I do anyway?
![Page 1: So, what do I do anyway?](https://reader033.fdocuments.in/reader033/viewer/2022042907/58ea02e61a28ab88748b5a89/html5/thumbnails/1.jpg)
Sooooo, what do I do
anyway??
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Should review our wills Should have a written estate plan Should have a written succession plan Should communicate these to everyone important
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Should get skis tuned and stored Should have storage room windows sealed Should try new quinoa salad recipe Should review our wills Should have a written estate plan Should have a written succession plan Should communicate these to everyone important
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Should get tickets for black tie fundraiser Should send in tax receipts Should book yoga getaway Should check out story in WSJ Should learn to meditate Should look at vitamin D Should take grandson to racing school Should get skis tuned and stored Should have storage room windows sealed Should try new quinoa salad recipe Should review our wills Should have a written estate plan Should have a written succession plan Should communicate these to everyone important
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Should have pool heater replaced Should look into Tuscany cooking course Should check currency exchange for Euros Should figure out new tablet Should take Maserati test drive Should check into hotel points Should prep for golf tournament Should get tickets for black tie fundraiser Should send in tax receipts Should book yoga getaway Should check out story in WSJ Should learn to meditate Should look at vitamin D Should take grandson to racing school Should get skis tuned and stored Should have storage room windows sealed Should try new quinoa salad recipe Should review our wills Should have a written estate plan Should have a written succession plan Should communicate these to everyone important
![Page 6: So, what do I do anyway?](https://reader033.fdocuments.in/reader033/viewer/2022042907/58ea02e61a28ab88748b5a89/html5/thumbnails/6.jpg)
Should make book club happen again Should go shopping for Emma’s birthday Should make eye appointment Should have pool heater replaced Should look into Tuscany cooking course Should check currency exchange for Euros Should figure out new tablet Should take Maserati test drive Should check into hotel points Should prep for golf tournament Should get tickets for black tie fundraiser Should send in tax receipts Should book yoga getaway Should check out story in WSJ Should learn to meditate Should look at vitamin D Should take grandson to racing school Should get skis tuned and stored Should have storage room windows sealed Should try new quinoa salad recipe Should review our wills Should have a written estate plan
All too often, everyday life gets in the way of planning our legacy
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My name is Jason Boudreau.My job is helping you take care of your legacy.
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Because money doesn’t give you
peace of mind
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Only planning buys
peace of mind
Having money for a legacy doesn’tgive you
peace of mind
Because money doesn’t give you
peace of mind
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But an intelligent, insightful plan for your legacy? That gives you peace of mind
Having money for a legacy doesn’t give you
peace of mind
Because money doesn’t give you
peace of mind
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“I didn’t used to think about where the future would take me.
Then, I found I could go anywhere.Now I plan to enjoy the road.”
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“I thought a good plan would capture my wishes.I didn’t know it could capture the essence of who I am.”
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“I knew one day we would need someone to help guide us financiallywhom we could also have a friendship with, and trust.”
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“Once we painted the big picture, the small steps forward were easy.”
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Clear Simple Meaningful
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The 100-year plan
I help you craft a plan fora legacy that spans
at least three generations.
That’s what our finished product delivers.
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Imagine
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And when you’re ready, call me. Jason Boudreau 604.685.5355
VELA
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