A couple in their late 50s came to the firm overwhelmed by the emotional and financial pressure of caring for an aging parent who could no longer live safely on their own. They were trying to balance work, their own retirement planning, and the parent’s immediate care needs—without a clear roadmap or agreement among siblings on what to do next.
Working together, the team first helped the family clarify goals: dignity and safety for the parent, protection of the parent’s assets, and minimal disruption to the couple’s own retirement trajectory. The plan coordinated income, existing savings, insurance, and government benefits to create a sustainable care budget and timeline.
Within months, the parent transitioned into a safe, supportive environment with a clear care plan and funding strategy the entire family understood and agreed on. The couple regained time, reduced day‑to‑day crisis management, and could refocus on their own retirement plan, knowing their parent’s needs were being met with dignity.
Let’s start a conversation about what matters most to you — and how we can help you build clarity, stability, and long-term financial confidence.
