Seven Critical Conversations
Creating a plan for aging with dignity may seem daunting. We will help you, by guiding you and your family through eight important conversations. These conversations will help clarify your thinking and provide the groundwork for strategic planning. They will ensure that you’ve thought through every challenge, considered every alternative, and maximized every resource so that you can continue to live the way you want to live.
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Creating Your Vision We will help facilitate conversations between you and the people important to you to create a map for your future, one that allows you to live where and how you choose. |
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Your Finances We address your current financial situation, bringing all assets and liabilities onto one page. We’ll help you create the financial structure you’ll need in order to maximize your resources. |
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Your Belongings Here we’ll create an inventory of the personal property and possessions you’ve collected over the years. We’ll help you determine how and when you’d like that property to be managed or distributed. |
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How and Where You’ll Live You will decide whether you’ll remain in your own home, or downsize to a smaller house or retirement community. We’ll help you evaluation your options, then make your decision possible. |
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Estate Plan We make sure that you have all the documents that you need, that they are up to date and in a location that is accessible when you need them. |
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Implementing Your Vision We will establish a timeline and guidelines, so you’ll know when to contact us for help in putting the various aspects of your plan in place. |
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Your Legacy Your legacy is the story of your life—your journey. How do you want to be remembered? We’ll help you create and preserve the legacy you want to leave to your children, your grandchildren, and your community. |