Avoid fraudsters! Get 4 RFID sleeves (valued at $25) with the purchase of our Family Playbook™. The perfect document organizer for critical financial information.

From Financial Concierge™

Create Your Own Unique Family Playbook™

At Financial Concierge™, we help seniors consolidate personal and financial documents in one location – a Family Playbook™ giving their family and Executor the gift of ready access to critical information when they need it.

Our easy-to-use template to create a Family Playbook™ is $149 plus applicable taxes. As a bonus, the first 500 C.A.R.P. members to order our Family Playbook™ template will receive four complimentary RFID envelopes valued at $25. 

Are you one of the 34%* of Canadians victimized by fraud?
Ready access to critical information is great for your family and executor, but not for fraudsters! Credit card skimming happens anywhere with a simple scan from a fraudster’s smart phone.

RFID envelopes protect:

Credit cards – Bank cards – Hotel room cards – Nexus cards

Act Now to get your Family Playbook™ template and four (4) complimentary RFID envelopes (valued at $25)!

*According to CPA Canada’s 2020 Fraud Survey

Family Playbook™

What is a Financial Concierge™