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.
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
What is a Financial Concierge™