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Money Management Transition Services

Easing the transition of money tasks from one spouse to another

“My husband was just diagnosed with Alzheimer’s. He has managed our finances and family business for the last 30 years. I don’t know what I’m going to do. I’m overwhelmed and afraid.”

It may feel like your world is falling apart.  You might not know how to manage your family’s budget, bills, or business, but you don’t need to go it alone.

We come alongside and help determine your most pressing needs.  Then we create a plan to address those needs. Together, we carry out the plan, getting others involved as needed, and stay with you until your situation has stabilized.  During the process, we may also help gather key documents and important family records (see Family Stewardship Organizer Services).

If you have a family business, we work with you and others regarding decisions to continue, transfer, sell, or close your business.

We look forward to guiding and supporting you during this transition.

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