The day may come where frailty, memory loss or a chronic condition makes a life of independence for your loved one impractical or unsafe.  That day may have already arrived. 

Together, along with their attorney, accountant and investment professional, we can collaboratively tailor a financial plan that addresses their new reality and recommend changes for their financial independence, their investment strategy, their income needs, their tax reduction strategies and estate planning strategies.

My first priority is working with you create a financial plan that is designed to help ensure you can take care of yourself and your family. I want to learn more about your personal situation, identify your preferences, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have one of our firm's core values.  Your involvement in the planning process because your intimate knowledge of their needs preferences and current financial situation can provide a sense of confidence for both them and you.

I can help you build such a financial plan that helps you address the  financial, emotional, medical and estate planning challenges you face during this transitional period are met while avoiding the potential pitfalls that can derail the best of intentions causing undue stress, unnecessary expense and perhaps irrevocable mistakes.   Our experience in planning for aging parents and caregiving resources can facilitate a smoother transition into the next phase of their lives.