Financial Planning & Cost Analysis

When we first meet with clients, we determine if there is a financial plan in place. Making elder care decisions, unfortunately, is strongly based upon resources. 


Having the conversation is not often easy for our clients, but in order for us to make recommendation, we need this information. 


If we discover that the client has no plan in place, we immediately recommend retaining an eldercare attorney to protect vital assets. 


We provide cost analysis when a client is leaning towards independent or assisted living. 


We compare the costs of them remaining in the home with or without home care to the cost of moving into an independent or assisted living community. 


It sometimes turns out that it’s less expensive for them to move into a community than to live at home, but we lay it all out for them so they can make an informed decision.