Starting at $750
Stop second-guessing your most pressing financial concerns with a structured analysis designed to answer a single, defined question.
Whether you are calculating the long-term sustainability of assisted living or evaluating how insurance reimbursements will impact your cash flow, this review provides a clear timeline based on rigorous inflation and longevity assumptions.
You will walk away with written findings and scenario comparisons, plus two follow-up meetings to ensure every detail of your strategy is fully understood.
Starting at $4,000
When multiple interrelated decisions—from Medicare premium shifts to tax-efficient withdrawal structures—start to overlap, our comprehensive planning connects the dots.
This service is built for families who need to see the "big picture," aligning retirement income and insurance benefits with legal positioning and care costs.
By integrating these complex variables into a singular, cohesive roadmap, we ensure your financial accounts and long-term care plans work in perfect harmony.
Starting at $2,400
Transitions into caregiving or major life changes rarely happen in a vacuum; they require active, evolving oversight to remain successful.
Our six-month engagement provides a dedicated partner to monitor your withdrawals, adjust strategies as care needs shift, and coordinate directly with your attorneys, CPAs, and financial advisors.
This is focused, professional guidance designed to provide stability and clarity during the most fluid periods of your family’s financial life.
Schedule a call to see whether flat-fee guidance is the right fit for your family.