I hold an MBA and a Master of Divinity degree with emphasis in pastoral care. I became a CPA in 1981, a Certified Financial Planner in 1988 and recently a Certified Elder Planning Specialist. Over the years, as a fiduciary to clients, I have counseled hundreds as they work toward the accomplishment of their goals and objectives. I want to help you plan to take care of your aging parents. Or plan for your own care, on your terms.
One of my army buddies, an airplane pilot, told me about flight school and his first instructor pilot. He said that when they got in the airplane for the first time, the instructor hung his pocket watch by the chain from the roof of the plane just above the instrument panel. My friend, thinking that was rather odd, asked the instructor pilot what that was all about. He replied, “that’s so we can always tell which way is up.”
I have invested my life in helping others to know which way is up and how to survive when the world seems to have gotten upside down.
My goal in creating CareGiver’s Circle
My mission is to empower you to make great decisions and to do what you need or want to do for those that matter most to you. And did I mention overcoming the sense of overwhelm. My hope is that you will find this incredibly useful.
