Help Me With Family Conversations

Common questions.

• Should I stay in my current home or scale down?

• Can I afford to age in place?

• How much do Senior Living Residences cost?

• What type of estate planning should I consider?

• Have my advanced directives and POAs been updated?

• Should I give away some inheritance now?

• Could you help me with aging discussions with my family?

• Who should be my Executor?
   

“Acknowledging the good that you already have in your life is the foundation for all abundance.”

— Eckhart Tolle

Ready to make sound decisions for your financial journey?
Contact us to help answer questions like these.
Call us at 403.355.6042