Get Clarity About What Deserves Your Attention
Financial planning shouldn’t start with a product or how much money you have to invest.
It should start by understanding your life, where you may be at risk, and determining what deserves attention first.
Financial Planning
The foundation for everything else. What you have and how it all fits together.
Estate
Insurance
Investments
Insurance
Retirement
Saving
Spending
Tax
It all starts with 7 risks that can put a family at risk.
Which risks do you have right now?
Simplify what feels complicated. Prioritize what matters. Get clarity. Know the next step.
Our process ensures…
Financial Care Planning
Where wealth management meets health management.
I’ve worked with many who’ve lost their spouse or parents. I’ve heard their stories. I always wished I could have helped sooner, when there was still time to help and make a difference.
Watching a loved one decline can be very difficult on a family. Going into it unprepared is worse. Certain aspects can be eased and some challenges can be prevented.
It includes 3 parts:
1) Financial management to pay the bills, pay for care, and keep the house.
What accounts are there?
What does the insurance policy say?
What are the tax consequences?
Who has authority to act?
2) Professional management ensures the right people are a part of the conversation, such as the advisor, attorney, CPA, insurance agent, and care team.
3) Family management is there to support the power of attorney, executor, trustee, and caregiver, so they can do their jobs with clarity and confidence.
I may be giving care
I may be receiving care
We help families simplify complex financial and care decisions, identify what matters most, and put the plan into action.
The book that balances the technical knowledge with the emotional awareness to go deeper.
The system I use to help families organize, communicate, and plan.
Work with me one on one
Benjamin Bolen
CERTIFIED FINANCIAL PLANNER® | Wealth Advisor | Author | Creator of Financial Care Planning
I'm truly glad you've found your way here. This work is personal to me, and I'm passionate about helping families feel more prepared for the financial decisions life puts in front of them.
That perspective has been shaped over time. I lost my dad young, served in the U.S. Army, learned the role of financial products at Equitable, experienced scale and process at Fidelity, and pursued the CFP® certification out of a desire to keep raising the standard of my work.
As I developed deeper relationships with families, my own experiences with aging, care, loss, and difficult decisions exposed a gap I also saw professionally. Families can have investments, insurance, estate documents, and good advisors and still be unprepared when life changes.
That led me to write Clarity Before Crisis, create The Aging Parents Planning System, and develop Financial Care Planning to better connect the money, people, professionals, and care decisions that too often remain disconnected.
Today, that experience shapes how I approach every family: identify the risks, establish the priorities, simplify what feels complicated, and help people move forward with greater clarity and confidence.
