Flat-Fee Financial Planning Services
- No product sales
- No commissions
- No asset minimums
When caregiving and finances collide, you're expected to make big decisions—fast. We help you do it with clarity, not chaos.
What We Do
Caring for someone you love is hard enough. Figuring out how to pay for it, plan for it, and stay organized shouldn’t make it harder.
At Caregivers Resource Group, we offer flat-fee financial guidance for families navigating care now—or preparing for what’s ahead.
- No product sales
- No commissions
- No asset minimums
You don’t need to be wealthy to make smart, confident choices.
We help you:
- Make decisions in moments of crisis
- Plan ahead to avoid financial and legal surprises
- Stay organized through caregiving changes
- Reduce stress on your family—now and later
- Create a care plan that works for everyone involved
Who We Support
You’re not alone. We work with families in all kinds of caregiving situations:
- New caregivers feeling overwhelmed and unsure where to start
- Adult children planning for aging parents
- Spouses navigating changing health and care needs
- Professionals juggling work, kids, and caregiving
- Seniors getting ready for retirement and future care
- Executors and POAs handling family affairs
- Families planning ahead to avoid confusion and conflict later on
Whether you're knee-deep in caregiving or just starting the conversation, we’re here to help you feel more in control.
What We Help With
We focus on two big moments: when you’re actively caregiving and when you’re planning ahead to make things easier later.
If You’re Providing—or About to Provide—Care
You might be asking yourself:
- “How do I afford Mom’s medications and still save for my own future?”
- “Can I use her money without messing up Medicaid?”
- “Where do I even start?”
We help you:
- Budget for care now and down the road
- Compare options like home care, assisted living, or skilled nursing
- Understand Medicaid rules and how to protect eligibility
- Track caregiving expenses for tax or legal needs
- Manage POA and other decision-making roles
- Get important financial, legal, and medical documents in order
- Tap into benefits from work or government programs
- Communicate clearly with family and reduce friction
- Protect your own financial well-being as you care for others
If You’re Planning Ahead for Your Family
You might be wondering:
- “If something happens to me, will my family know what to do?”
- “How can I make this less stressful for them?”
We help you:
- Create a clear, realistic care plan for the future
- Define roles and responsibilities before a crisis hits
- Get the right documents and permissions in place
- Plan for costs like housing, long-term care, or transitions
- Coordinate across generations without draining savings
- Communicate openly to avoid misunderstandings
- Simplify estate and legacy planning so your family isn’t left guessing
Most families wait until a crisis to act. That 3 a.m. phone call changes everything. Without a plan, financial pressure builds—fast. A proactive approach protects your loved ones and your own future.
It’s best to plan early—but it’s never too late to take control.
How We Work Together
Our services are flat-fee, flexible, and built around your needs—not ours.
Choose the level of support that fits your caregiving journey—whether you need quick guidance, ongoing financial management, or a comprehensive plan for long-term security.
Hourly Consultations
Need a second opinion or quick clarity on a care-related decision? We’re here for that.
$325 per hour
Project-Based Planning
From care budgets to reviewing benefits to organizing documents to comprehensive planning—we’ll walk you through it.
Simple, flat-fee pricing.
Most families invest between $750 and $10,000, based on the level of planning or support needed.
We’ll talk it through before anything starts.
Ongoing Financial Planning
Life changes. So do care needs. We offer ongoing support to help you adapt as things evolve.
No pressure. No products. Just advice you can actually use.
Begins at $425 per month with an annual commitment