The Benefits of Choosing NEXsteps
At NEXsteps, we are Legacy and Lifestyle Planning experts. We take a comprehensive approach to preparing for the future, focusing on both financial and personal aspects. We take pride in helping clients ensure their values and assets are preserved and their desired quality of life is maintained throughout various life stages. Our Legacy and Lifestyle Planning is a holistic service that goes beyond mere financial planning to include personal well-being, housing transitions, legal preparations, and the creation of a lasting legacy.
Navigating the complexities of legacy and lifestyle planning can be overwhelming and stressful. Without the right guidance, it’s easy to encounter complications and potential financial hardships that can affect you and your loved ones. Our extensive experience and specialized knowledge make us the ideal partner in crafting a robust and effective plan for your future. Here’s why choosing NEXsteps can make a significant difference in your planning journey.
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Experience and Expertise at Your Service
When it comes to navigating the complexities of legacy and lifestyle planning, experience matters. At NEXsteps, we leverage a wealth of experience to guide you through this intricate process. Our extensive background allows us to anticipate time commitments and potential issues, ensuring you’re well-prepared for any challenges that arise.
Nancy Boisvert, our founder, discovered the value of her skills and knowledge while serving as Power of Attorney and Medical Representative for a longtime friend. This firsthand experience revealed the numerous time-consuming, legal and bureaucratic challenges involved in managing such roles. Motivated by this, Nancy shifted her focus in the fall of 2022 offer consultancy services for older adults and their support networks.
Her Certified Executor Advisor (CEA) designation enhances her ability to provide expert guidance in estate planning and execution, ensuring that all financial and administrative tasks are handled with precision and care.
Comprehensive Planning
Navigating the complexities of legacy and lifestyle planning can be fraught with obstacles and detours. With a strategic, comprehensive approach to planning, Nancy provides expert guidance in creating personalized plans for older adults and their support systems, encompassing everything from healthcare and lifestyle choices to legal and financial preparedness, helps clients navigate this often complicated landscape.
Our Services
At NEXsteps, we offer a wide range of services designed to guide you through every aspect of legacy and lifestyle planning. Some of the ways we can help include:
- Understanding Power of Attorney: Learn about different types of POA, the responsibilities involved, how to choose the best person, and potential risks and the time commitment required.
- Medical Directives: Discover what’s required, how to select the right person, and the time commitment needed.
- MAiD (Medical Assistance in Dying): Evaluate if this is the right option for you, how to apply, and what to expect.
- Wills and Estates: Create a proper will, choose an executor, name beneficiaries, and identify potential issues.
- Future Housing Needs: Plan for your future housing needs, consider affordability, and cover all bases.
Still wondering why you should choose us?
To avoid complications and potential financial hardship for your loved ones, it is imperative to create a comprehensive plan. Our expertise can guide you through this process, ensuring all bases are covered. If you already have a plan and documents in place, we offer thorough reviews to identify any overlooked areas or potential risks.
Struggling to find enough time to manage all the necessary tasks? We can help by assisting with general duties and Power of Attorney responsibilities, alleviating your stress. Nancy’s unique combination of experience and business acumen makes her services highly sought after, providing invaluable advice and consultation. With her CEA designation, Nancy is exceptionally qualified to navigate the complexities of estate planning and execution, ensuring peace of mind for you and your loved ones.
Our Credentials
Nancy’s qualifications include:
- Personal Fiduciary Certification, Personal Fiduciary Standards, International, 2024
- Certified Executor Advisor, Canadian Institute of Executor Advisors, 2024
- Suicide Prevention, Risk Assessment, and Management Training, Alberta Health Services, Canadian Addiction Counsellors Certification Federation, 2023
- Trauma-Informed Care, Alberta Health Services, Canadian Addiction Counsellors Certification Federation, 2023
- Brain Story Certification, Palix Foundation, Alberta Family Wellness Initiative, 2023
- Canadian Remote Access for Dementia Learning Experiences + (CRADLE), 2023
- Family Champion Award Nomination, BC Care Providers Association and EngAgeBC, 2023
- IFIC, The Canadian Investment Funds Course, 2008
Our online store provides a variety of options, including DIY kits, collaborative planning, and à la carte consultation services.
Choose NEXsteps for expert guidance and support in navigating the complexities of legacy and lifestyle planning. Contact us and let us help you plan for the future with confidence and peace of mind.
