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Process for Sons & Daughters

For adult children navigating care decisions for Mom or Dad while still trying to protect their own financial future.

1.Schedule a Strategy Call

You tell me what’s happening with your parent, where you feel stuck, and how this is affecting your own life and finances.
No pressure. No prep needed.

2. Get a Clear, Flat-Fee Plan

I outline exactly what we’ll work on — whether that’s care costs, organizing your parent’s finances, POA responsibilities, or protecting your own retirement.
You’ll know the fee upfront, with no products or asset requirements.

3. We Bring Order to the Chaos

Together, we organize bills, accounts, and decisions, and map out what needs to happen now and what can wait.
We also make sure your financial life doesn’t fall through the cracks while you’re caregiving.

4. Choose the Support Level You Need

Some adult children need one-time clarity.
Others need help as their parent’s care changes.

You choose from:

  • One-hour consultations

  • Defined project work (care planning, document review, cost projections)

  • Comprehensive planning

  • Ongoing support for shifting care needs

Your next step:
Schedule a Strategy Call

Process for Parents Preparing Ahead

For parents who want to get organized, protect their independence, and make things easier for their kids.

1. Schedule a Strategy Call

We talk about your goals, your concerns, and what you want your kids to know if something changes.
No pressure. No obligations.

2. Receive a Flat-Fee Proposal

You get a clear outline of what we’ll work on — whether that’s future care planning, organizing documents, reviewing insurance, or creating a roadmap your kids can follow.
Everything is transparent and agreed upon upfront.

3. Build a Plan That Protects You (and Helps Your Kids Later)

We organize your finances, care preferences, documents, and next steps, so that if something happens, your family isn’t left guessing.
You stay in control, and your kids get clarity instead of chaos.

4. Support That Fits Your Stage of Life

You decide how deep you want to go:

  • One-time clarity

  • A specific project (care planning, retirement income, documents)

  • Comprehensive planning

  • Ongoing annual support as life evolves

Your next step:
Schedule a Strategy Call

Process for Families in Transition (Multigenerational)

For families trying to stay on the same page when care, money, and responsibilities overlap.

1. Schedule a Strategy Call

We start by understanding what’s happening across the family — the care needs, financial questions, and where communication is breaking down.
One call is often enough to bring everyone together.

2. Get a Flat-Fee Path Forward

You’ll receive a proposal showing how we can help your family clarify roles, understand costs, coordinate decisions, and create a shared plan.
Transparent pricing. No products. No surprises.

3. Create a Plan Everyone Understands

We map out:

  • Who handles what

  • What care options are realistic

  • How to pay for care (without harming anyone’s future)

  • How to avoid conflict and confusion

  • How to keep everyone informed

This is where multigenerational planning really matters — your parent’s future and your own future both need protection.

4. Pick the Right Support for Your Family

Different families need different levels of help.
You can choose from:

  • One-hour sessions

  • Project work (family meetings, care cost modeling, role clarification)

  • Comprehensive family planning

  • Ongoing support as care needs evolve

Your next step:
Schedule a Strategy Call