.: the three stages of financial planning

Your family’s needs, concerns and goals are unique and particular to your situation. The ELRC takes a holistic approach to addressing your needs, alleviating your concerns, and ensuring that your goals are accomplished. An initial consultation will allow ELRC to determine what type of planning your family needs and what the next steps will be.

There are three stages of planning that the ELRC helps families with. Stage One planning is where we help families who are healthy and typically younger. These families want to ensure that their estate will be protected in the event of an illness and that their wealth is passed to their family in the most effective manner. Stage Two planning is where we help families with a loved one that is facing health issues now or in the near future. This planning will address concerns related to on-going care, wealth protection, and legal issues that the family may face. Lastly, Stage Three planning is where ELRC helps families with a loved one who is in or about to enter a nursing care facility or rehabilitation facility. This planning will address options the family has for paying for care and protecting assets.