Expert Resources
I’m pleased to introduce a curated resources network featuring experts in areas that complement the support we provide. These trusted professionals bring specialized skills in areas such as estate planning, home transitions, legal support, and end-of-life support, enriching NEXsteps’ holistic approach to Legacy and Lifestyle Planning. By connecting you with these resources, my aim is to ensure you have access to comprehensive guidance for every aspect of your planning.
Be sure to check back often, as this resource network will continue to grow. We are dedicated to providing you with the latest tools and insights to support your journey.
Resource Directory
Your Senior’s Concierge
Feeling overwhelmed or short on time as you help a loved one or a client relocate? Your Senior’s Concierge takes the stress out of moving by providing seamless, full-service support—from move management to contractor coordination and paperwork assistance. We help seniors and their families navigate this transition with ease, so they can focus on what matters most: living their best lives.
Connor, Clark & Lunn Private Capital Ltd.
Tom has a decade of experience in the financial industry, with prior roles at Matco Financial Inc. and CWB Wealth Partners as a portfolio manager. He has developed a strong passion for stewarding client wealth and developing trusted relationships, with a focus on providing personalized client service to individuals, families, and small institutions. Tom is passionate about educating all his clients, including the next generation. He holds the Chartered Investment Management (CIM) designation and has a B.A.A. Finance from the University of Wisconsin University – Eau Claire.
Organize My Space
Our “home-to-home” Seniors Transition Services are fully customizable and designed to make the decluttering, downsizing and moving process as smooth and stress-free as possible. Explore the possibilities and find the perfect solution for you!
Dying The Dream
Dying the Dream offers comprehensive support to people struggling with life transitions such as empty-nesting, downsizing, retirement and more. Death Doula services are tailored to those who have received a terminal diagnosis, those who are at the end of their natural life and those who care for and about them, including grief healing.
Team Leesman Cares
TLC focuses our energies on our clients with specialized certification in working with seniors and mature clients and what is happening in the real estate market around them. Whether selling or buying a home, our team is available to help you with reliability, consistency and area knowledge to work with clients. We extend our knowledge base to our clients and earn your trust that we are both capable and working for you.
Financial Concierge™
At Financial Concierge™, we provide professional Executor and Power of Attorney services, relieving families of the time-consuming executor role, and without a minimum asset requirement. We stand out by providing attorney services for personal and health care matters. Our expert team provides a personalized, impartial approach to managing your financial affairs, whether you need full executor and attorney services or support for those already designated.
