When it comes to providing care for the people you love, financial decisions must be based on the well-being of your loved one.
Financial considerations underly any caregiving plan. Our elder care financial services provide peace of mind to family members and their aging relatives. Loss of financial control is a sensitive issue for all of us. We help minimize the anxiety surrounding financial caregiving decisions.
Benefits
- Prepare for important conversations: We enable our clients to proactively approach long-term care by assisting with background efforts and advising on necessary action steps.
- Gain visibility into financial data: Throughout a senior citizen’s lifetime, they’re likely to have acquired a great number of assets and obligations. Our firm helps establish a consolidated view of financial data to assess the needs of your family member.
- Leverage available resources: We’ll determine if any community resources are available to meet financial, medical, and residential needs, while also discussing how family support may be utilized.
- Create a financial component to any health plan: After speaking with each family member, our team will act as trusted advisors to develop a strategic care plan that takes everyone’s wishes into account.