Families facing aging, caregiving, and legacy decisions often need more than one professional at the table. That’s where collaboration comes in. I partner with estate planners, attorneys, financial advisors, and healthcare professionals to provide a seamless experience for clients.
For example, if an estate planner is encouraging a client to name a power of attorney, I can help the family understand the financial and caregiving implications of that choice. If a financial advisor has a client whose daughter suddenly steps into a caregiving role, I can provide her with practical tools and emotional support so she doesn’t feel overwhelmed or alone.
Collaboration means each professional stays in their lane, while the family benefits from a coordinated plan that addresses legal, financial, and caregiving needs with clarity and compassion.
Families facing aging, caregiving, and legacy decisions often need more than one professional at the table. That’s where collaboration comes in. I partner with estate planners, attorneys, financial advisors, and healthcare professionals to provide a seamless experience for clients.
For example, if an estate planner is encouraging a client to name a power of attorney, I can help the family understand the financial and caregiving implications of that choice. If a financial advisor has a client whose daughter suddenly steps into a caregiving role, I can provide her with practical tools and emotional support so she doesn’t feel overwhelmed or alone.
Collaboration means each professional stays in their lane, while the family benefits from a coordinated plan that addresses legal, financial, and caregiving needs with clarity and compassion.