Your loved one needs care. How will you pay for it?

It’s OK if you don’t have all the answers

You want to make the best decision about your loved one’s long-term healthcare.

But the complexity of care options, family dynamics and financial considerations can be overwhelming.

We’re here to help. When someone you care about has a health crisis you may find yourself being asked to make decisions based on incomplete, uncertain or difficult to understand information. But you don’t have to go at it alone.

Our mission is to empower your decision-making. We will help you understand your options, explore your hopes and fears for the future and develop a Lifecare Affordability Plan (LCAP™) based on your unique circumstances. So you can imagine the best future for you and your loved ones.


Call now to see if you are eligible for a free 30-minute consultation.

Think of it as evidence-based lifecare.

During a health crisis, the difference between thriving or surviving is directly correlated to having an action plan. Yet, all too often, health crisis planning is an afterthought by administrators — in part because talking about money is the last thing anyone wants to do. (That’s where we come in.) Introducing clients to Lifecare Affordability Planning can boost financial security and customer satisfaction scores.

Think of us as a strategic partner.

Discussing money matters may be uncomfortable for direct care providers. But a health crisis can become a financial one, if not managed proactively. That’s why we offer affordable lifecare plans that are tailored to individual circumstances. There are many different types of care. But the one we all care about most is getting the right knowledge at the right time. Introduce your clients to Lifecare Affordability Planning. And they’ll feel more comfortable investing in you. 

How does the
lifecare affordability plan work?

Discovery Session: Define Reality

Everyone’s situation is unique, and we need to understand yours. We interview key family members along with health, legal or financial professionals. Our experience, both personal and professional, guides our discovery process — to lead sometimes difficult conversations that accurately define your current reality as well as your hopes and fears for the future.

Review Care Scenarios: Collaborate to Build a Plan

Armed with information, the Lifecare Affordability Plan (LCAP) team gets to work. We develop multiple potential care scenarios based on input from our discovery process. Together we’ll review each scenario, determine a way forward and discuss any concerns or changes needed.

Deliver Final Recommendations: Move Forward
with Confidence

The Lifecare Affordability Plan contains recommendations to help you pay for the best possible care at a sustainable level. We include likely contingencies, so moving forward, you never have to experience the uncertainty you may be feeling now. Your whole family can reference the LCAP to make informed, intelligent decisions about your loved one’s care.


Our Professional Partners


Senior Housing & Healthcare

We help senior housing and healthcare leaders by providing sensitive decision-making guidance and financial advice to their current and prospective residents, to complement your Plan of Care.

woman hugging her mother

There’s a better way to advise.

When a health crisis hits, financial planning is only half the battle. We’re here to help you distinguish your practice by advising clients more holistically. Offering Lifecare Affordability Plans demonstrates your specialized guidance; it also helps protect their assets, safeguard their legacy, empower their decisions, and make the most of their resources. Of course, the ultimate goal is to maximize their quality of life.

Build stronger client relationships.

You take pride in advising your clients. But it’s the way you go above and beyond that sets you apart. Show clients that you’re thinking long-term, beyond retirement, estate planning, and other traditional financial milestones. When you expect the unexpected on their behalf, they’ll appreciate that you have their well-being top of mind. And it will deepen their confidence in you.

We work with stakeholders and experts who align with our mission.

Medical Professionals
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Medical Professionals

We can help your patients and families realize the best care options based on your prognosis and prescription for care.

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Financial Professionals

By adding a Lifecare Affordability Plan to your offerings, you can provide clients a new way to protect their assets and safeguard their legacy.

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Legal Professionals

An LCAP can help your clients execute the legal advice you provide, and ensure that the financial side of planning is at the highest standard.