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Provides one-on-one financial and legal planning for individuals diagnosed with cancer or after the loss of a loved one. Most sessions are 45-60 minutes.

• Bankruptcy Consultations: Navigate the filing process and learn about financial options from a professional bankruptcy consultant.
• Debt Management Consultations: Obtain information on debt resolution strategies during a comprehensive family budget review.
• Financial Planning Consultations: Manage 401K options, insurance, retirement goals, and investments.
• Insurance Consultations: Answer questions related to health insurance, long term care insurance, and life insurance.
• Social Security & Disability Consultations: Learn about social security and disability benefits.
• Wills, Trusts, and Estate Planning Consultation: Receive assistance with estate planning, living wills, wills, medical power of attorney, and trusts.

211 Summit