Life challenging illness
will life be like after you recover? What about if you don’t? This is a difficult topic for many to face. We help you to plan for all out comes, good, bad and in between. You need to focus on your health, on your treatment, on your family. We concentrate on reducing the stress of making financial decisions by simplifying the process.
By simplifying the process, we will work with you to model your expected cash flow, to explore options for accelerating benefits, to finding ways to use the tax rules to your advantage, help you work with your attorney to make sure all the proper documents are up to date and reflective of your wishes.
We can even help you communicate your financial wishes to your family. As much or as little as you wish. We can help you hold a family meeting or we can help you meet in smaller groups or one on one meetings to help you loved ones understand your plans and wishes.