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EXTENDED CARE PLANNING

If you don't think it's crazy to carefully plan and implement proven strategies to mitigate financial threats to your income and capital, then you're close to meeting like-minded people!

We all know that financial risks don't go away by not thinking about them.

Click below to schedule a discovery call so we can answer any questions and determine if your current plans are properly addressing your financial and objectives.

Because along the way, life happens.

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What we do

EXTENDED CARE PLANNING ("ECP")

(It's like an annual physical exam of your written contingency plans IF the need for extended care becomes a reality.)

We begin with a Conversation that will include a thoughtful Q&A designed to uncover:

Your Care Preferences – How, where, and from whom you’d like to receive extended care IF the need arises.
Your Existing Plans – What are your current written plans, including source of funds.
Your Strategy's Effectiveness – Whether your current approach is aligned with your wishes for the care and support you may need.
Your Funding Plan – How your plans are financially structured and whether they are sustainable.

If "all systems are a go" — Terrific!

If not, we’ll recommend proven strategies to refine your plan, ensuring it reflects your goals and keeps you on course.

Click here to schedule your complimentary, no- obligation consultation.

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OUR VISION

Empowering individuals and families with proactive planning to ensure financial security, protect income and capital assets while maintaining control over their future care. We help clients define how, where, by whom they receive assistance as cognitive or physical challenges arise and how they'll fund it — while preserving dignity, independence, and peace of mind for years to come.

Most folks don't plan to fail, but failing to plan, and that's another story.

Got Questions? We want to help you.

Call 949.290.1496 or

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OUR TEAM