Put Your House in Order and Protect the People You Love.
Thoughtful financial guidance for individuals, families and business owners who want to build, protect and transfer wealth with confidence.
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Is Your House in Order?
Planning ahead is one of the greatest acts of love.
Life can change without warning. A thoughtful plan helps ensure the people you love know what to do, where to find important information and how your wishes should be carried forward.
We bring the pieces together, insurance, investments, retirement, beneficiaries and estate intentions, so your plan reflects the life you have built.
Take the 60-Second Check
Answer five quick questions to discover how prepared your household really is.
Prepare Today. Protect Tomorrow.
Estate planning is important at every stage of life. Changes involving your family, health, home, business, or retirement may affect the plans you already have in place. Taking action today can give you greater confidence and make future responsibilities easier for your family.
Will and Power of Attorney
Every adult should consider having a valid will and power of attorney. These important legal documents help protect your interests, communicate your wishes, and provide direction to the people you trust.
A will provides instructions for distributing your estate after your death. If you have minor children, it can also record your wishes regarding their guardianship.
A power of attorney allows you to appoint someone you trust to make decisions on your behalf if you become unable to manage your affairs.
A lawyer can explain the legal requirements and prepare documents that reflect your circumstances and wishes..
My Farewell & Final Wishes Organizer and When Life Happens
Planning ahead is one of the greatest acts of love you can give your family.
After my mother passed away in 2020, I experienced how overwhelming it can be to make important decisions while grieving. I created these two books because I did not want my loved ones—or yours—to face that same uncertainty.
Both organizers provide a place to record important personal, medical, financial, legal and family information. The difference is how they are used: My Farewell & Final Wishes Organizer is designed for couples who want to keep their information together, while When Life Happens is designed for individuals, including married individuals,who prefer to maintain their own personal organizer.
Both organizers help your family understand your wishes, know whom to contact and find the information they may need during an emergency or after your death. Each organizer also includes a helpful estate-planning guide.
Available on Amazon or by emailing info@nwminc.ca.
Explore the Organizers
Should I Pay Off Debt or Invest?
The answer begins with your cash flow. If there is not enough money available to reduce debt and invest consistently, you have two financial levers: increase your income or create a more intentional plan for the income you already earn.
Two Ways to Create Financial Movement
Increase Your Income
Increasing your income does not necessarily mean finding another job. You may be able to use an existing skill, offer a service, work from home, build a small business or create another source of income.
The additional income can then be directed toward reducing debt, building emergency savings and investing for the future.
Work With What You Have
If increasing your income is not immediately possible, begin by creating a realistic cash-flow plan. Review where your money is going, identify expenses that can be reduced and give every available dollar a purpose.
The Bottom Line
The goal is not to direct every extra dollar toward debt while postponing investing for years. A thoughtful strategy can help you reduce debt while continuing to build assets, because time is an important part of long-term wealth creation.
Building wealth is only one part of the journey. At Notable Wealth Management Inc., we help individuals, families and business owners build wealth with intention, protect what they have created, and transfer it according to their wishes and values. Each pillar supports the next, creating a complete strategy for today and for generations to come.
Cash Flow is King
Cash flow is the movement of money through your life. Building wealth requires more than earning an income—it requires intentionally directing your money toward today’s responsibilities and tomorrow’s goals.
Ready to Take the Next Step? Let’s have a conversation about what matters most to you and how we can help.