Assistance to Loved Ones

We take a visionary multigenerational approach in planning for the long-term by building a roadmap to help you provide assistance to those you care most about.

Aging and Mental Health including Dementia and Alzheimer's With Image of Road Across a Maze


An important aspect to consider when assessing the seven pillars of financial planning is assistance to loved ones. This encompasses planning for those you care about and those who may live in your household. For some, helping others such as adult children, parents who need elder care planning, and younger children or grandchildren who need tuition planning should be part of a robust financial plan.  Just knowing that you are prepared to help those that matter most to you can be a comfort.

The assistance to loved ones planning approach encompasses just that, planning for a variety of situations that can occur during your lifetime. This can include caring for children, helping adult children and other family members, paying for college, making major purchases, changes in marital status, and caring for aging parents and keeping them safe and even providing care for a loved family pet.


Helping fund the education of a loved one may be a dream of yours. We can help you with a plan selection that provides future opportunities for your family members including UGMA/UTMA, 529 college savings plans and other avenues.


Managing senior living options and elder care for an aging parent, spouse or close friend can present difficult challenges. We work with you to create strategies for managing the day-to-day affairs and medical decisions of those not mentally or physically able to do so.

You’ll find many of these topics and more covered in-depth in our blog articles, on our podcast Your Money Momentum, and in our monthly Momentum Newsletter.

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