I work directly with families and, when appropriate, coordinate with estate planning attorneys, elder law attorneys, CPAs, financial advisors, social workers, geriatric care managers, and senior living professionals.
My role is to connect the financial pieces — retirement income, care costs, taxes, and insurance — so families understand what each decision means and can move forward with less tension and fewer surprises.
Meetings are conducted virtually.
When It Makes Sense to Bring Me In:
A Client Is Facing retirement or long-term Care Funding Questions
A Long-Term Care Insurance Claim Is About To Be Initiated
Financial Analysis Is Needed Alongside Legal, Tax, Or Care Guidance
An Adult Child Is Stepping Into Financial Oversight
Multiple Financial Decisions Are Creating Delay Or Uncertainty
I provide focused financial analysis that complements your work and helps move the client forward without unnecessary delays.
If this fits a current client situation, we can discuss how I may support the financial side.