$300 per session

Focused guidance for immediate questions.

What You Receive:

• A written summary of what we discussed
• Clear next steps you can act on immediately
• Any calculations, worksheets, or tools used (when applicable)

Ideal For:

• Which accounts should pay for care
• Medicare or insurance questions
• Organizing early steps in caregiving
• Preparing for a family meeting
• High-level tax or investment questions

$750 to several thousand

A defined planning project with a clear outcome.

What You Receive:

• A written overview of findings
• Clear, actionable next steps
• Any relevant calculations or planning tools
• Coordination notes for attorneys, CPAs, or family (as needed)

Types of Projects Include:

• Tax review and planning
• Insurance reviews
• Investment and income planning
• Long-term care cost modeling
• Comparing home care, assisted living, memory care, and nursing home care
• Funding strategies
• Medicaid overview (non-legal)
• Organizing a parent’s finances
• Family meeting facilitation
• Planning after a sudden medical event

Starting at $4,000

The most complete and flexible level of planning.

Designed for you, your parent, or both lives together.

What You Receive:

• A written, comprehensive plan tailored to your situation
• Prioritized next steps
• Scenario comparisons and long-term projections (when relevant)
• Coordination notes for your attorney, CPA, or HR team (if helpful)

Ideal For:

• Major care transitions
• Overlapping financial responsibilities
• High-stakes decisions with long-term consequences
• Families needing a full roadmap—not short-term answers

Starting at $300/month

For families whose care needs and financial questions evolve over time.

What You Receive:

Regular check-ins and updates

Adjustments to projections or strategies as situations change

Access to support between meetings

Brief summaries after key discussions or reviews

Ideal When:

Care needs shift frequently

You want to stay proactive instead of reactive

You want a partner who already understands your full situation