These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...
Simplify your finances with Flat-Fee financial planning. Plan wisely, build confidently, preserve and aim toward thriving with specialized guidance through all areas of your life.
Test drive our planning software with a limited free trial.
Our Philosophy
Client Focus
Education and Empowerment
Long-Term Vision
Our Process