I Help Families Navigate The Financial Transitions of Aging

As a veteran financial professional with over 30 years' experience in advising families in all stages of life, I now serve as an educator, speaker, and coach to families dealing with the financial and personal challenges of age transitions. Whether you are an older adult needing your own age transition plan, or the adult child of aging parents concerned with your role as financial caregiver, I am here to help guide you and your family through these challenges in such a way that both wealth and honor are preserved. 



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Wealth & Honor Blog Roll
Yes Virginia...This is a Holiday Inn
Posted by Wealth and Honor

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 Wealth and Honor

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 Wealth and Honor

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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