Golden Years Planning

A multigenerational meeting designed to plan and create a well‑crafted, proactive, and documented aging plan for a loved one. The plan outlines key decisions and timelines for housing, increasing care needs, health care planning, estate documents, and other relevant considerations.

Fees range from $2,500 to $7,000 depending on the number of meetings and scope of work. The fee includes facilitating the family meeting(s) and preparing a comprehensive aging plan with resources the family can use moving forward.