PIE MENU
Medical
Health issues, medications, providers, and care coordination. If this slice is crumbling, everything else usually follows.
Legal
Estate planning, power of attorney, advance directives, guardianship. If you’re not looking here, you might miss where authority and protection begin.
Financial
Income, assets, debts, and the reality check of what’s sustainable. This slice uncovers the numbers and the realities that inform every other decision—especially in crisis or transition.
insurance
Health, long-term care, home, auto. Gaps in coverage can derail even the best-laid plans.
housing
Safety, accessibility, relocation, and "stay or go" decisions. It’s not just about where someone lives. The fit? The sustainability? It’s all baked in here.
support
The humans behind the plan: family, friends, neighbors, professionals. Every client needs a team. Some have one. Some need to build one. (Nancy’s specialty - let’s have some PIE!)