What is an Elder Care Resource Plan?

Elder Care Resource Plans starts with an analysis of an individual or couple’s situation. Let’s consider the following items:

  • Current and projected future health care requirements
  • A complete financial picture which includes income, insurance policies, assets, home equity and all other resources
  • Desires and wishes of how the elder wants their estate and affairs managed

An Elder Care Resource Planner shares additional information about:

  • Outlining further financial and assistance program services
  • Tapping into public assistance; processing, waiting lists, qualifications

Outcome of facts learned is written out in and provided to client and includes:

  • Recommended financial strategy(s) to include and accommodate varying health scenarios, financial realities as well as desires and wishes.
elder care resources

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