Financial advisors, estate and elder planning attorneys, care managers, or any other professional serving aging families—this book was written with you in mind, too. If you like what you see and want to use my worksheets with your name, brand, and business for your clients, licensing is for you. It takes a team of professionals to raise awareness, provide clear guidance, and help people navigate with clarity, purpose, and assurance. Bulk discounts, co-branded kits, and training resources are available. Reach out to discuss how we can collaborate to better serve families together.
Financial advisors, estate and elder planning attorneys, care managers, or any other professional serving aging families—this book was written with you in mind, too. If you like what you see and want to use my worksheets with your name, brand, and business for your clients, licensing is for you. It takes a team of professionals to raise awareness, provide clear guidance, and help people navigate with clarity, purpose, and assurance. Bulk discounts, co-branded kits, and training resources are available. Reach out to discuss how we can collaborate to better serve families together.