Jason Boudreau helps high-value clients take care of their legacy? How do you sum that up in a creative, colorful way? Take a look.

1. Sooooo,
what do I do
anyway?
?

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

3. 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

4. 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

5. 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

6. 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
All too often, everyday life gets in the way of planning our legacy

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

8. Because money doesn’t
give you
peace of mind

9. Only planning
buys
peace of mind
Having money for a legacy doesn’t
give you
peace of mind
Because money doesn’t
give you
peace of mind

10. 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

11. “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.”

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

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

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

15. Clear Simple Meaningful

16. The 100-year plan
I help you craft a plan for
a legacy that spans
at least three generations.
That’s what our finished product delivers.

17. Imagine

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