Supporting Family Caregivers and Their Families With Empathy and Understanding

What I Do

When health changes begin affecting retirement income, care costs, and family responsibilities, the financial decisions can become overwhelming quickly.

You don’t just need numbers.

You need clarity about what each decision actually means for you and your family.

Based in Pittsburgh, Pennsylvania. Serving families across PA and nationwide. Meetings are conducted virtually.

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How the Financial Impact Shows Up

A single decision — how to cover a $3,000 monthly shortfall in your parent’s care — can change more than you expect.

There may be different ways to close that gap.

You might use your own money.

You might cut back your work hours and provide some of the care yourself.

But However You Choose To Cover It, That One Decision Affects:

And It Affects Your Parent In:

The Dollar Gap is Clear. The Long-Term Impact Is Not

How you handle it reshapes two financial lives.

Now consider when multiple financial decisions need to be made at the same time — and how those decisions continue to evolve.

That’s where structured guidance matters.

That’s what we work through together.

If this sounds like your situation, we can talk it through.

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Testimonials

Ashley W.

Working with Scott during my mother’s financial planning meant a lot to our family. As she approached retirement after receiving an inheritance, he helped us think through different scenarios and built a strategy that truly reflected her goals while planning for things like fixed income and future healthcare costs. He was incredibly personable and patient, and helped us feel at ease during what was a stressful and emotional time. We’re very grateful for his guidance and support.

Miranda C.

“I got a lot of great advice from Scott as someone who was not taught about finances and has a decent amount of student loan debt. I never felt judged for the state of my finances and was given emotional support and advice that I wasn't expecting. He reassured me that I was not the only one experiencing the stress of money and gave me practical steps to change my circumstances."