Our Process

Simple, transparent, and built to bring clarity to both your life and your loved one’s care.

Whether you’re a son or daughter helping a parent, a parent preparing ahead, or a family trying to make decisions together, the planning process needs to feel organized — not overwhelming.

Here’s how we work together from the very first call through your final plan.

Discovery Call

A calm, pressure-free conversation.

This is where everything starts.
We talk about what’s happening right now — with your parent, with your own financial life, or across your family.
You tell me what feels confusing, urgent, or unclear.

On this call, we’ll:

• Understand your situation and goals

• Discuss any care responsibilities or upcoming decisions

• Identify your biggest questions

• Determine the right level of support (hourly, project, comprehensive, or ongoing)

You will not be sold anything.
You’ll simply get clarity about your next step.

Agree to Work Together

Clear scope. Clear fee. No surprises.

If we decide there’s a good fit, you’ll receive a flat-fee proposal outlining:

• What we will work on

• The depth of analysis required

• What deliverables you’ll receive

• Your total fee (no assets, no products, no hidden charges)

You always know the cost upfront.
Once you’re ready, we officially begin.

Collect & Organize Information

You don’t have to have everything perfectly ready — we help you get there.

We gather the documents and details needed for your specific situation.
This may include:

• Your financial information

• Your parent’s financial or care documents

• Insurance or Medicare data

• Tax returns

• Legal documents (wills, POA, beneficiaries)

• Details about care costs or family responsibilities

We make this as simple and stress-free as possible.
Caregiving is messy — the process shouldn’t be.

Review, Analyze, and Model Your Situation

This is where clarity starts taking shape.

Behind the scenes, we analyze the financial and caregiving components that matter most for your situation.

Examples may include:

• Cash flow and care budgets

• Retirement projections

• Social Security timing

• Investment allocation review

• Long-term care cost modeling

• Tax strategies

• Insurance and Medicare assessments

• Care funding strategies

• Multigenerational implications

You get the benefit of advanced tools — Holistiplan, Waterlily, RightCapital — without having to learn any of it.

We turn complex information into a picture that actually makes sense.

Build Your Plan

A roadmap you can follow — not a binder you never open.

We create a clear, coordinated plan that addresses:

• Your financial life

• Your loved one’s care needs

• Your family’s roles and responsibilities

• The options available to you

• What decisions to make first

• How current choices affect your long-term security

This plan is customized around your life — not a generic template.

Deliver Recommendations & Next Steps

Simple. Prioritized. Actionable.

In our planning meeting(s), we walk through:

• What we found

• What it means

• What we recommend

• What needs to happen next

• What can wait

• What will matter later

Every recommendation is explained in plain English.
You’ll leave knowing exactly what to do and why.

You’ll also get a written summary you can share with siblings, your CPA, attorney, or anyone involved in your care decisions.

Implement — With Support as Needed

You’re not left alone to figure it out.

You can choose how much help you want:

• You implement everything on your own

• We implement together through a fixed-scope project

• Or you select Ongoing Support for continuous guidance as care and finances change

Families often choose ongoing help because life and caregiving rarely stay still.
We adjust as things evolve so you stay one step ahead instead of reacting in crisis.