Elder Planning


“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

Prefer home

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

But most Americans

Pass away outside the home

Die outside home
Learn more about

Elder planning

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

    Services We Provide


    Investment Advice

    Patented investment process, including ESG investing: environmental, social and governance considerations.

    Tax planning

    Financial Planning

    Align your money with your values, goals and relationships and bring peace of mind.

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    Retirement Planning

    Tax Optimization: Get choice and control over when and how much you pay in taxes.

    Charitable Planning

    Charitable Giving

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

    Real Estate Planning

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


    Windfall or Inheritance Planning

    Working with an advisor has been my best decision yet.

    Life Planning

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

    Wealth Transfer

    Wealth Transfer

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


    What to do When a Loved One Dies

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

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    How can we help?

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

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