Sooooo, what do I do

anyway??

Should review our wills Should have a written estate plan Should have a written succession plan Should communicate these to everyone important

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

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

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

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

My name is Jason Boudreau.My job is helping you take care of your legacy.

Because money doesn’t give you

peace of mind

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

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

“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.”

“I thought a good plan would capture my wishes.I didn’t know it could capture the essence of who I am.”

“I knew one day we would need someone to help guide us financiallywhom we could also have a friendship with, and trust.”

“Once we painted the big picture, the small steps forward were easy.”

Clear Simple Meaningful

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.

Imagine

And when you’re ready, call me. Jason Boudreau 604.685.5355

VELA