Elder Planning

AN ELDER PLAN HELPS YOU LIVE PURPOSEFULLY WHEN YOU NEED OTHER PEOPLE'S HELP.

“We are making big decisions and appreciate the help of an expert. ”

What is an Elder Plan?

An elder plan helps to simplify the big decisions we face as we age. We have helped numerous people, including our own family members, live their elder years with dignity and independence. Planning for the eventualities brings confidence, reduces stress and increases the quality of care.

Elder plan in one page

An elder plan helps you live life on your terms:

  • Where to live and who will help
  • Thoughtful consideration to values, goals and relationships
  • A spending plan, including when you cannot manage money yourself
  • What happens when you have a health issue
  • Making sure you get the best care, incl. Medicare
  • Clear communication about end of life, values and goals
  • Legacy, sharing what is important with loved ones

We can have what we want

With proper planning

Elders want...

(Similar to their adult children)

Elders want

Age in place at home

Don’t be a burden on kids

Adult children want...

Adult children want

Elders to be safe and happy

Elders to have the best quality of life and best care possible

Just be son/daughter vs. care coordinator

Most Americans want to

Pass away at home

79%
Prefer home

An elder plan is included with our financial planning services. Source.

But most Americans

Pass away outside the home

75%
Die outside home
Learn more about

Elder planning

Chat in-person during regular business hours or fill out the form!

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    Retirement Planning

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    Make an impact beyond your family, helping our community and the world at large.

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    Purchasing a personal or investment property, including how much debt, legal and accounting issues.

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    Purposeful planning, help with the emotional dimensions of money, and more.

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    Wealth Transfer

    Teaching younger generations financial stewardship, transferring values and stories, ensuring a financial legacy.

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    Losing your spouse or other loved one is one of life’s biggest transitions.

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