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AgingOptions Comprehensive LifePlan

$300.00

In creating a comprehensive LifePlan, you and your partner will work privately with an attorney and supporting professionals to create a retirement blueprint that includes preventative health planning, predictable housing planning, secure financial planning, legal planning, and a family meeting. This service requires a $300 deposit and will be billed per need of the case, with total prices ranging from $2,500 to $17,500. Upon confirmation of your order, we will contact you to schedule an initial consultation with one of our LifePlanners.

LifePlanning Workbook Series

AgingOptions LifePlanning Workbook Series

$125.00

The workbook series includes an introduction to the LifePlan and worksheets to successfully carry out your plan, 4 specific workbooks to help manage health, housing, financial, and legal needs, and an additional workbook to help share the information with your fiduciaries and family.

AgingOptions LifePlanning Workbook Series + LifePlan Classes

$1,000.00

This bundle includes our LifePlanning Workbook series in addition to a 5-part class for you and your partner that prepares planning for the areas of health, housing, finance, legal, and family needs. Professionals from the aforementioned specialties, coupled with access to a LifePlanner, help you and your partner personalize a successful future. Upon confirmation of your order, we will contact you to schedule classroom meetings.