Meeting Needs
Building Trust
Serving With Heart
The Way Services
Financial Planning
Budget Review: Evaluate current financial status, including income, expenses, debts, and savings.
Investment and Savings: Recommend strategies for managing investments and savings to ensure financial stability for loved ones.
Insurance: Review and suggest appropriate insurance options (life, health, long-
term care).
Legal Arrangements
Wills and Trusts: Assist in creating or updating wills and trusts to ensure assets are distributed according to wishes.
Power of Attorney: Establish or review powers of attorney for financial and medical decisions.
Advance Directives: Prepare advance directives or living wills to specify preferences for medical treatment and end-of-life care.
Estate Planning
Property and Assets: Organize documentation for property, investments, and other assets.
Beneficiary Designations: Ensure all beneficiary designations are up-to-date on accounts like retirement plans and life insurance.
Healthcare and End-of-Life Planning
Healthcare Proxy: Designate a healthcare proxy to make medical decisions if the individual is unable.
• Care Preferences: Discuss and document preferences for medical care, hospice, or palliative care.
• Funeral and Burial Plans: Outline and document preferences for funeral, burial, or cremation arrangements.
Family Communication
Discuss Plans: Facilitate discussions with family members to ensure everyone is aware of the plans and wishes.
• Conflict Resolution: Address any potential conflicts or concerns within the family to prevent issues later on.
Documentation and Record-Keeping
Organize Documents: Ensure all important documents are organized and accessible.
• Update Regularly: Recommend regular updates to plans and documents as circumstances change.
“Offering this kind of consulting service requires a blend of financial acumen, legal knowledge, and emotional intelligence. It’s about ensuring peace of mind and security for the individual and their loved ones.”
Schedule your Initial Consultation
Schedule your consultation today to leverage our expert insights and drive your organization, business or family forward. Our dedicated team is ready to provide tailored solutions to meet your organization's unique needs.
