6-Month Ongoing Support

Starting at $2,400

Designed for families who have made a major financial or care decision — or who have been thrust into caregiving and need guidance through the transition.

This engagement provides structured oversight as things evolve. 

It may include:

• Monitoring withdrawals and tax impact

• Reviewing how long-term care insurance benefits and active claims affect cash flow

• Adjusting strategy as care needs change

• Coordinating with attorneys, CPAs, financial advisors, and care professionals

• Providing clarity as new questions arise 

This is focused support during an evolving period.

If this sounds like your situation, we can talk it through.