I help families make confident financial decisions during caregiving and aging transitions. I’ve spent more than 20 years in financial planning roles across major institutions and independent practice. But nothing taught me more than stepping into Power of Attorney and Executor roles for my own relatives.
I understand how quickly life becomes confusing when a parent needs help. Most financial advisors focus on investments. I focus on the intersection of care decisions, money decisions, and family responsibilities. My flat-fee, advice-only approach gives families clarity without sales pressure or asset minimums.
Caregiving often begins with a single phone call that changes everything.
Suddenly, families face medical, financial, and emotional decisions all at once.
My mission is to bring calm, clarity, and structure to situations that feel overwhelming—so your family can focus on what matters most.
20+ years of financial planning experience
Specialized focus on caregiving and aging transitions
Flat-fee, advice-only model (no products, no commissions)
Real-world caregiving experience
Clear communication and steady guidance
Coordination with attorneys, CPAs, and HR when needed
Explore Scott’s professional journey, media features, podcast appearances, and thought leadership on caregiving and financial guidance. Learn about his designations, affiliations, and decades of experience helping families navigate complex financial and caregiving decisions.
You’ll see your full picture—not just spreadsheets.
Schedule a Strategy Call – We’ll talk about your situation and goals.
Receive a Flat-Fee Proposal – Transparent pricing, no surprises, no product sales.
Get It Done – We’ll create clear steps and coordinate as needed with your other professionals.