Helping Families Navigate Aging Through



Family Retreats





How to Navigate Age Transitions
Learn the basics of what you need to know about financial caregiving. Start with a live or online workshop, or order my book on the subject.


Order your copy of my book, What You Need to Know: the Adult Child's Guide to Becoming a Financial Caregiver. The book is a compliation of all the things you'll need to know about your parents' People, Property, Programs, and Plans - what I refer to as the Four P's. I've also included a comprehensive estate organizer and funeral planner. 


Want it FREE? Become a Coaching Client and you'll receive up to four copies of the book for you and family members FREE. 


Use our clients-only technology to organize all your or your parents' personal, legal, and financial information.
I'll help you identify gaps in your plans, and help you create a Plan of Action to close the gaps. I'll also help you build an advisor team if you don't have one.
Stay connected to others who can share their experiences, joys and tears. Use the Wealth & Honor Forum to share thoughts, concerns, and experiences.
News from Society of Certified Senior Advisors
News from National Council on Aging
David's Musings
Yes Virginia...This is a Holiday Inn
Posted by David

According to a recent study released by the U.S. Census Bureau, more Millennials are living with their parents than in any other living arrangement, with one in three 18-34-year-olds living at home. Add to this the fact that according to The National Alliance for Caregiving, 22% of American households are providing some...Read More

Know When to Introduce Humor
Posted by David

A few years ago I hosted a family meeting in my company's office conference room that I knew was going to be quite contentious. The meeting was going to include the children of the deceased father and the step-mother and her two children. All six were inexplicably named as members...Read More

Caregiving and Family Relationships
Posted by David

The American Association for Marriage and Family Therapy states that “more than ever before, families are providing long-term care to older adults with limitations in the ability to perform tasks necessary for independent living. Nearly 25% of American households are providing care to people age 50 years and over. Families are the...Read More





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