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FREE RESOURCE
The "Just In Case" Checklist
All your most important information in one place ready when you actually need it.
This is a fillable guide to keep track of your key information, from accounts and important contacts to the details your family may need, so you’re not left wondering what you forgot or where anything is when it actually matters.
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FOLLOW ALONG
Real Life Planning.
Follow me on Instagram for honest tips, real-life planning advice, and content that actually makes sense of the stuff people are afraid to ask about.
MEET NATALYA
Giving a more personal approach to planning.
Hi, I’m Natalya, an insurance and planning advisor based in Carstairs, Alberta with over 15 years in the industry. I’m also a mom, active in the community, and someone who believes the best plan is one you actually understand.
I help people understand the things no one ever really explains, like how to protect your income, your family, and your future in a way that actually fits your life.
Because real-life planning isn’t about complicated strategies or overwhelming information, it’s about knowing what matters and feeling confident in the decisions you’re making.
Education first - always
Clear, honest conversations
Guidance that fits your life
No pressure
Real life perspective
Jargon Free
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HOW I HELP
A few focused things,
done really well.
Support that fits your life, with clear guidance on life insurance, coverage, and future planning.
01.
Life Insurance
Making sure the people you love are protected, with coverage that makes sense for your life. I help you understand your options, term, whole life, and everything in between, always in a clear, easy to understand way.
02.
Critical Illness & Disability
What happens to your income and your family if you get seriously sick? These policies are the ones nobody talks about, until they wish they had them. Because it’s not just about the worst-case scenario - it’s about being supported through the unexpected moments life can throw your way.
You're in the right place if you...
You know insurance or coverage is something you should have in place… but keep putting it off
You feel overwhelmed by options and don’t know where to start
You’ve avoided asking questions because you feel like you should already know
You’re not sure what you actually need — or what’s even worth it
You’ve wondered if you can even afford it
HAVE YOU SAID THIS BEFORE?
“I should probably look into that…”
LIFE INSURANCE, PROTECTION, PLANNING
Most people don’t avoid planning because they don’t care,
they avoid it because it feels overwhelming, unclear, or like something they’ll “get to later.”
But later doesn’t always come when we expect it to.
The good news? Getting started is a lot simpler than you think when you have the right guidance.
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The "Just In Case" Checklist.
A fill-in checklist to keep all your important details in one place, bank info, policies, logins, and key contacts, so everything is easy to find when it matters most.
What Type of Life Insurance Do You Actually Need?
A simple guide to understanding your options — so you can figure out what kind of coverage actually makes sense for your life, without the confusion.
Money Moves by Decade: Your 20s, 30s & 40s
Protection and planning go hand in hand. I can walk you through the basics of building a financial foundation — savings, investments, and thinking ahead.
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Want to dig into the details more? I’ve got you covered there too!
Behind the scenes, I run a full-service insurance and family wealth planning business, so whether you’re starting here or reaching out directly, everything still connects back to the same place.
I work closely with clients to build out personalized insurance plans and walk through the details together.
This personal brand was created to make these conversations feel a little more real and a lot less overwhelming, but if you want to explore things further, you can take a closer look at my full range of services.
Helping real people plan for real life.
Insurance & financial planning made simple.
My
Services
Life Insurance
Critical Illness Coverage
Disability Insurance
Family & Individual Planning
LET'S CHAT
No Pressure.
Just a real conversation.
Whether you're starting from scratch or just have questions you've been putting off, I'm here. Drop me a message and let's figure out what makes sense for where you're at in life.
Based in Carstairs, serving Alberta and clients virtually across five provinces.
Most people respond that it was way less intimidating than they expected.
FREQUENTLY ASKED QUESTIONS
Not always. Some policies do require a medical exam, while others can be approved with a simple application and health questionnaire. It really depends on your age, health, and the type of coverage you’re looking for, and I’ll walk you through what to expect so there are no surprises.
That’s one of the most common questions, and it’s not one-size-fits-all. It depends on things like your income, debts, family situation, and goals. We’ll keep it simple and figure out a number that makes sense for your life, not just a generic recommendation.
No. While I'm based in Carstairs and primarily serve clients throughout Central Alberta, I also work virtually with clients across British Columbia, Alberta, Saskatchewan, Manitoba, and Ontario. Whether you're local or connecting remotely, the process is simple, flexible, and designed around your needs.
We’ll start with a quick phone call to go over your situation and what you’re looking for. From there, if it feels like a good fit, we can set up a follow-up call to walk through specific options in more detail. You’ll receive a clear breakdown and quote, and from there, you can decide what feels right for you.