The best plans for managing the finances of an older relative are made when that individual is still healthy. These talks should go beyond just discussing
money to include subjects like the relatives’ future independence, decision-making regarding finances, health care, and preferences for day-today living.
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r), CeFT (r)