Book your consultation —one hour that organizes everything.

A relaxed, plain-language conversation about what you've built, what you want it to do, and where the gaps are. No cost, no pressure, and no decisions required on the call.

( 02 )How It Works

Three steps, no surprises.

Discover

You talk, Tanya listens: your family, your business, your goals, and whatever coverage already exists. The whole hour is about your situation — not products.

Educate

Tanya maps the relevant strategies in plain language — what each does, what it costs, what's guaranteed versus projected — until the options genuinely make sense.

Design

If you'd like to proceed, a written plan follows: recommendations with reasoning attached, modelled in your numbers, coordinated with your accountant where structure is involved.

( 03 )Request A Time

Tell Tanya when works for you.

Video call, phone, or in person around Grande Prairie
Evenings available for working families
Your accountant or lawyer welcome to join
A written summary afterward — whether or not you proceed

( 04 )Common Questions

What to know before we meet.

Is the consultation really free?+

Yes — completely, with no obligation attached. Tanya is compensated by insurers only if and when you choose to implement coverage; the advice conversation itself costs nothing and never carries pressure.

What should I have ready?+

Nothing is required — but if it's handy, existing policy documents, a rough sense of debts and income, and (for owners) your corporate structure make the hour even more productive. Come as prepared or unprepared as life allows.

How long is the meeting?+

Plan for about an hour. Complex corporate or estate files sometimes run longer or become a short series — always at your pace, never on a sales clock.

What happens afterward?+

You'll receive a written summary of what was discussed and, where relevant, recommendations with the reasoning shown. What happens next — proceed, reflect, or simply keep the notes — is entirely your call.

begin

( 05 )Begin The Conversation

Rather just call? That works too.

Tanya answers her own phone: (780) 296-5064 — or email tmfinanciallife@gmail.com any time.

(780) 296-5064 Email Tanya

Choose a time. The strategy hour is on Tanya.

Pick any open slot — the calendar is live. One relaxed, plain-language conversation about what you've built and what you want it to do. No cost, no obligation, no pressure.

✓Complimentary & no obligation

✓Virtual across AB · BC · ON

✓Evenings available

✓Your accountant welcome to join