Step 1.     Thirty Minute Initial Consultation

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

Step 2. You Share Your Story

We learn as much as we can about your loved one’s current income, assets, expenses, and goals are. If we believe we can help, we will schedule a follow-up meeting.

Step 3. We Do Our Research

Step 3. We Do Our Research

Our team will research the financial options available to help you reach your goals for your loved one’s care as described during our initial consultation.

Step 4. We Deliver Our Best Solutions

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 loved one's care for the rest of their life without worrying about them running out of money. Where appropriate, we will complete the implementation paperwork.

Schedule Consultation Now

Schedule Consultation Now

What's on your mind?

Learn More