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.

Flat-Fee. Fiduciary. Focused on Family.
Located in Pittsburgh, PA — serving clients virtually nationwide.

With my flat-fee structure, you know exactly what you're paying upfront. This removes any hidden costs or conflicts of interest, helping me focus solely on your needs without bias. It's straightforward and offers peace of mind, allowing us to tackle your caregiving financial challenges confidently.

I offer flat-fee, fiduciary financial planning tailored specifically for family caregivers facing complex decisions. My services include tax planning, long-term care cost modeling, retirement strategies, and estate coordination. The focus is on providing clear, practical guidance to help navigate the financial impact of caregiving with confidence.

I integrate aspects of tax, legal, and caregiving needs by working closely with attorneys and CPAs. This approach ensures comprehensive plans that are practical and actionable. I aim to simplify complex situations so you have the clarity needed to make informed financial decisions for both immediate and long-term care needs.

I address both personal financial goals and caregiving responsibilities by offering synchronized planning. Through compassionate consultations, I help balance retirement and care financial needs. My emphasis is on providing clarity and structure, ensuring families can manage dual roles confidently while prioritizing their unique circumstances and goals.

I specialize in estate and POA coordination by collaborating closely with legal professionals to streamline processes. My approach ensures that all documents are aligned with financial plans, offering peace of mind and legal clarity. This guidance helps families prepare comprehensively for caregiving responsibilities, safeguarding both assets and legacy.

I provide strategic planning for unexpected costs related to caregiving, helping you allocate resources effectively. By modeling potential scenarios and budgeting for unknowns, I ensure you're prepared financially. My goal is to reduce stress by giving you a practical framework to handle sudden financial needs.

I support families in organizing their financial documents by providing a checklist and step-by-step approach. This simplifies the process and ensures important information is accessible when needed. By focusing on organization, I help reduce stress and ensure you are prepared for any caregiving demands that arise.

I break down complicated decisions into manageable steps. By focusing on practical solutions, I help you understand financial options clearly. My goal is to ensure you feel confident in your choices by providing guidance that's easy to follow, tackling caregiving financial complexities one step at a time.