Before meeting Joanna, What were your concerns? What did it feel like?

I first heard of Hlighlife Advisory when my workplace arranged a Will & Estate Planning talk. At the time, I had been planning to only write my will because I thought that was all that was needed. In retrospect, am so glad to have heard that talk, Highlife made me realize end of life planning encompassed far more.

How did you get to know Joanna? Why did you decide to engage in her service?

Being paired with Joanna was the best outcome for me. She is client centric, very clear, meticulous and organized. She helped me get through more than just the will, my modest estate and other financial matters have been seen to in a way that best prepares me for retirement and takes care of my family going into the future.

How has Joanna helped you with your concerns? How do you feel now after taking this Journey?

Joanna will work with you with your needs and comfort level, I have no hesitation recommending her to anyone starting on this journey, and she will be the first name I offer to my family or friends embarking on this process. She will take care of every aspect of what you see her for and go beyond to suggest fine-tuning, if needed, of existing matters, but all with no obligation or “pushing”. She has become a trusted partner to me in seeing to my personal affairs, I am very satisfied and happy with her friendship, professionalism and service to my family.