Crisis Planning

Certain life events can happen quickly and unexpectedly, requiring re-evaluation of one’s current situation, changes to available resources and how to work through the challenges of these types of events.


Janet has developed an expertise in advising families during times of crisis where the families’ emotional and financial life has been thrown into chaos. Our skilled guidance will help you through these challenging times and help to provide clarity around the decisions that need to be made and how best to move forward. We have found that having a plan and understanding of the pros and cons of various decisions allows everyone to concentrate on what matters most: relationships and family. Our goal is to help reduce the stress and uncertainty that a crisis often brings.

WE HELP YOU NAVIGATE:

A heart with a bandage on it.

Chronic or terminal illness

Planning for the financial impact of a chronic or terminal illness is essential. From managing medical expenses to ensuring that your loved ones are cared for, we help you navigate these challenging times with a plan that brings peace of mind and security.

A black and white drawing of a grave with a cross on it.

Unexpected death of a spouse or partner

The sudden loss of a spouse or partner is emotionally devastating and financially overwhelming. We work with you to develop a strategy that addresses the immediate financial needs and secures your future, helping you focus on what truly matters.

A pair of hands holding a heart with a cross in it.

Extended long-term care

The costs of extended long-term care can quickly deplete your resources. Our team helps you understand your options, including applying for Medicaid benefits, and helping to preserve financial resources for the community spouse.

We will coordinate with your legal, tax and other professionals to help you navigate through the crisis.

A man is carrying a baby on his shoulders.

A thinking partner you can trust.

In times of crisis, you need a compassionate partner who understands the complexities of life’s unexpected challenges.


Together, we will navigate these uncertainties, crafting a plan of action that helps protect your loved ones and provide financial clarity even in the face of adversity.

Looking for personalized financial guidance that fits your life?