Caregiving changes everything — money, responsibilities, family dynamics, and long-term plans.
My role is to help families make sense of those changes and move forward with clarity.
Caregivers Resource Group provides flat-fee, fiduciary financial guidance and investment advice for families caring for aging parents and for those preparing ahead — delivered virtually from Pittsburgh, PA to clients across Pennsylvania and nationwide.
No commissions. No product sales. No asset-based fees.
Families don’t come to me for products or sales pitches.
They come because caregiving has made decisions more complicated — and they need help figuring out what to do next.
I help families with:
The goal is not just a plan — it’s clear decisions and follow-through.
I do provide investment advice as part of comprehensive financial planning, including:
Guidance aligned with caregiving responsibilities and long-term goals
What I do not do:
This keeps advice focused on your family’s needs — not portfolio size.
I offer flat-fee planning engagements so you know the scope and cost upfront.
We’ll choose the level of support that matches the complexity of your situation.
Focused, one-on-one guidance for immediate questions and clarity.
What You Receive:
Ideal For:
Defined engagement with clear outcomes.
Includes:
Project Types:
Full, flexible planning for complex situations.
Includes:
Ideal For:
High-stakes, long-term decisions
For evolving care and financial needs.
Includes:
Written summaries
Schedule a call to see whether flat-fee guidance is the right fit for your family.