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Confident Careplanners

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CONFIDENT CAREPLANNERS PROGRAMS

Financial Education & Expertise to Navigate Life's Transitions
Confident Careplanners programs

Our Confident Careplanner programs provide individuals, groups, & employees the services needed to navigate the 4Ds of life: Death, Divorce, Disability, & Decision.

Move forward with the confidence of knowing you have the knowledge and support necessary.

Workshops for careplanners, preferred providers and employee services for businesses.

Our workshops are designed to address life's decisions in death, divorce and disability.

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SOME OF OUR POPULAR WORKSHOPS

We can customize workshops to your needs.

WHAT TO EXPECT… WHEN YOU NEVER EXPECTED

Great for Executors, Power of Attorneys, Caregivers, and Key Decision Makers. Designed to help navigate the ever-changing and overwhelming roles and responsibilities, making it less stressful for all those involved.

NAVIGATING THE 4 Ds

DEATH, DIVORCE, DISABILITY, and DECISION. Designed to help you prepare to get a balanced life and back on track quicker with detailed action steps for these situations.

BUILDING YOUR LEGACY

Your Life, Your Decisions, Your Celebration. How do you want your story told? Explore executor duties, succession planning, funeral plans, and end-of-life discussions.

Customized life's decision workshops for your needs.

If you have a unique challenge we are ready to help.

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Confident Careplanners programs

Some Confident Caregiver services:

  • Designed workshops and custom workshops
  • Personalized planning
  • Structured coordination
  • Advocacy
  • EAP (Employee Assistance Plans)
  • HR/Employee services
  • Educational & Wellness Seminars

If you don't see something in the list please reach out.

Are you a key decision maker for a loved one, power of attorney, or executor?

We have programs, knowledge and experience to help you.

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ASC4Business Business Connection Sheri Copplestone
Sheri Copplestone - Principal
CONFIDENT CAREPLANNERS

Hello, I'm Sheri Copplestone, principal of Confident Careplanners and if we haven't met, we should!

We are a one-stop coordination service between you, the Careplanner, and the service providers or resources you need for you and your loved ones.

OUR MISSION is to make sure that Careplanners get quality advice & services in a way that is affordable & accessible to ALL families (no matter where you live)!

My experience, education and certifications provide a unique skillset to address careplanners' needs:

  • Certified Financial Planner ® (CFP ®)
  • Chartered Financial Divorce Specialist (CFDS)
  • Certified Executor Advisor (CEA ®)
  • Wilfrid Laurier University - Hons BBA with a Minor in Psychology

 

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