Estate Planning Consultation
Plan Today to Protect Tomorrow.
Service Description
Estate planning is about more than just documents—it’s about ensuring your wishes are clear, your loved ones are protected, and your legacy is preserved. In this one-on-one consultation, we’ll discuss your unique situation, walk through key considerations, and help you understand your options. Whether you're starting fresh or updating an existing plan, this session is designed to give you clarity and confidence moving forward.
Cancellation Policy
Booking & Cancellation Policy Effective Date: February 19, 2025 At New Dawn Financial Inc., we are committed to providing every family with focused, uninterrupted time. To ensure we can serve you and others effectively, please review our booking guidelines. 1. Scheduling Appointments Online Booking: The fastest way to secure a time is through our secure booking portal. You will receive an immediate email confirmation. By Phone: Call 289-455-8558. If we are in a meeting, please leave a voicemail, and we will return your call within 1 business day. 2. Meeting Formats Virtual (Zoom): Our primary method for efficiency. You will receive a secure link in your confirmation email. Phone: A direct call to the number provided. In-Person: Available by appointment at our Grimsby office (33 Main St West). 3. Cancellations & Rescheduling We ask for the courtesy of 24 hours' notice for changes. How to Cancel: Reschedule directly via the link in your confirmation email or by calling our office. Why it Matters: Notice allows us to offer that time slot to another family waiting for urgent help. 4. Late Arrivals To respect the clients following you, your appointment will end at the scheduled time, regardless of when it begins. The 15-Minute Rule: If you are more than 15 minutes late without notice, the appointment will be considered a "No-Show" and must be rescheduled. 5. No-Show Policy Complimentary Consultations: We are happy to reschedule one time. A second consecutive no-show may result in the inability to book future complimentary sessions. Active Client Meetings: Missed appointments without notice may be billed at our hourly rate, as outlined in your Engagement Letter. 6. Preparing for Your Call Intake Forms: Please complete forms at least 24 hours prior so Shannon can review your details in advance. Environment: Please ensure you are in a quiet, private space to speak freely. 7. Technology For Zoom meetings, please test your audio and video 5 minutes before our start time. If you experience technical difficulties, call 289-455-8558 immediately, and we will switch to a phone consultation. Thank you for respecting our time so we can fully respect yours.
Contact Details
33 Main St W, Grimsby, ON, Canada
289-455-8558
shannon@newdawnfinancial.ca