Helping Families Navigate the Financial Challenges of Age Transitions
Testimonials
"Working through the Financial Caregiver course and coaching was a game-changer for me. I now feel confident and empowered to make informed decisions for my parents' financial future."
"The Financial Caregiver course and coaching transformed how I approach caregiving. Understanding the complexities of financial planning has brought clarity and unity to our family."
"Thanks to the Financial Caregiver course and coaching, I now have the knowledge and tools to guide my family through tough decisions with grace and understanding. The benefits have been invaluable."
"The Financial Caregiver course and coaching provided me with the skills to navigate complex family dynamics and financial matters. It brought us closer together and gave us a clear path forward."
"Being part of the Financial Caregiver course and coaching was a transformative experience. I now feel equipped to support my parents in their financial journey with confidence and compassion."
Case Studies
A surprise diagnosis reunites the Bakers.
“It brought our family closer and gave me the tools to navigate challenging situations with empathy and resilience.” – Emily, youngest child of Dr. and Mrs. Baker
Brother and sister honor Mom an Dad’s legacy.
“I now feel confident and empowered to make informed decisions for my parents’ financial future.” – Mark, son of Stan and Marjorie
Caring for her Mom while raising two kids.
A lack of understanding about the intricacies of Medicare, Medicaid, and estate planning further compounded Janice’s anxiety about her mother’s future.
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