This is emotional, time-sensitive, and easy to get wrong. You do not need more information. You need a calm path forward.
Josh Dunlop, CFP®, CDFA® | 15 years in finance | Fee-only advice | No commissions, no product sales
Most people are trying to figure out:
Support designed for real people in high-stakes transitions, delivered with calm, fee-only clarity
You are coordinating decisions, finances, and emotions. You want a clear plan that reduces risk and removes guessing.
What you get →You have watched other families fall apart anyway. You want dignity, clarity, and less burden on the people you love.
How I help →A fall, diagnosis, hospital stay, or memory shift changes everything. You need calm next steps, not panic decisions.
How it works →You want roles, access, documents, and preferences to be clear before anything becomes urgent.
The decision zones →These are not paperwork problems. They are coordination problems.
Who can act, when, and where the documents live. Wills, POAs, healthcare proxies, advance directives.
If someone got sick tomorrow, could the right person access what they need without scrambling? Organize papers in one place and make sure a trusted person knows where to find them.
Housing choices, care levels, benefits, and cash flow stack fast. Plan so you do not overpay by accident.
Isolation, change, and cognitive decline increase risk. Put simple safeguards in place, including monitoring and trusted contact planning.
Roles, responsibilities, and decision clarity so the situation does not tear the family apart.
A calm plan now prevents
a crisis decision later.
The Senior Care Playbook creates clarity, reduces risk, and makes the next steps obvious, whether you are planning for yourself or helping a parent.
We do not provide legal advice. We work alongside your attorney and care providers.
Comprehensive planning and ongoing support to navigate care decisions, documents, access, and family coordination.
Comprehensive planning and ongoing support to navigate care decisions, documents, access, and family coordination.
We will confirm fit and scope on the free consult before anything paid.
30 minutes. You will leave with clarity, priorities, and the right next step.
We gather what matters, identify gaps, and map the plan.
We loop in the right professionals and help you execute.
We revise the plan as needs, health, and family dynamics change.
Not sure how it works? Here are the most common questions people ask before getting started.
Every family deserves a plan that protects everyone.