August 2018

It has been a busy time at Sound Financial Planning and we wanted to share some updates with you. 

Whealthcare Planning - This is a financial caretaking tool that provides proactive aging strategies for preventing financial abuse and preparing clients for the transition of financial decision-making authority. It is important to understand that people age different, at different times, in different ways. Some of that aging process can be unpredictable, so planning and being prepared is important. We are excited to share with you this new tool that addresses the specific types of concerns that people face as they get older regarding their wealth and their health. It offers information on:

• Dealing with living transitions
• Topics on various possible health events
• Other financial issues associated with aging and longevity