Our Process
Step 1. Thirty Minute Initial Consultation
We meet by phone or Zoom. The initial call will last approximately 30 minutes.
Step 2. You Share Your Story
We learn as much as we can about you and your goals. If we believe we can help, we will schedule a follow-up meeting.
Step 3. We Do Our Research
Our team will research the financial options available to help you reach your goals for your long-term care needs as described during our initial consultation.
Step 4. We Deliver Our Best Solutions
During this consultation, we review with you at least two tax-efficient and cost-effective ways to accomplish your goal of paying for your care without worrying about running out of money in the process. Where appropriate, we will complete the implementation paperwork.
