Who we serve
Family caregivers
Caregiving is planned for as though the cost falls on the person receiving care. Most of it falls on the person giving it — in reduced hours, foregone promotions, paused retirement contributions and a decade of savings that never happened.
Your own plan is the one being spent
Reduced earnings during caregiving years hit retirement contributions and future benefits at the same time, and the effect compounds for as long as it lasts.
The arrangement between siblings is a financial document
Whether or not anyone treats it as one. Making it explicit early is easier than unpicking it later.
Three generations, one set of decisions
Caregivers in their fifties are frequently funding a parent’s care, their own retirement and a child’s education simultaneously, and optimizing any one of those alone breaks the other two.
Being paid for care is legitimate
Formal caregiver agreements exist, have tax and benefit consequences, and are worth understanding rather than dismissing.
The published profile
What she publishes about who this engagement fits
One published client profile covers every group on this site — there is no separate offering for any of them:
- Individuals or couples ages 40–60
- Household income of $150,000+ — most clients are in the $250,000–$400,000 range
- Hybrid income: you earn both W2 and 1099 income
- Able and willing to commit at least a few hundred dollars per month — often $500–$750+
- You want to delegate complexity and work with a CFP®
And next to it, deliberately, the referral policy: We gladly accept referrals from our clients for their family, friends, and colleagues — regardless of present financial position.
What tends to bring people here
The events this group most often arrives with
Planning for aging parents
“Not if they die, but what if they live — and how does that land on everyone else?”
Planning for long-term care
“If care is needed for years rather than months, who pays, and out of what?”
Planning after a serious diagnosis
“Who takes care of the family, and what happens to the income while they do?”
Why this page exists
What this one is anchored to
No audience on this site is claimed because it would be useful to claim it. Each one is anchored to a documented talk, book, article, affiliation, or her own published client profile.
Anchor
The Quiet Shift — her book on the emotional and economic impact of aging parents — and her signature talk on long-term care.
I am credentialed, I’m credible, and I’m called.
One free hour. No numbers required.
Bring the situation, not the spreadsheets. She starts every first conversation with where you want to go, not what you have.