Age fearlessly
plan cOnfidently
the courtesy plan®
see your options
Sadly, it was not for 99% of my clients.
The Courtesy Plan bridges that gap, it covers the lifestyle you would want to live under any life changing or health event. It lays out personalized options for any circumstance that may arise in the 10 to 20 years people don’t plan for in retirement. Lets talk about why this plan is so important to add to your traditional Retirement plan.
Let’s give your retirement plan a Makeover to ensure you live YOUR life…YOUR way, no matter what!
i want to see my options
Close your eyes and think about what your retirement years will look like…
IS THAT WRITTEN INTO YOUR RETIREMENT PLAN?
What’s the first movie that began playing in your head?
Were you traveling, playing golf, tennis? Crushing? grapes beneath your feet at a winery in Tuscany? Where were you living?
THE COURTESY PLAN® WILL BRIDGE THE GAP.
how
most people do not have a plan for they want to live if;
they are suddenly single or
their current lifestyle is compromised due to health issues
It kept me awake at night as I was consistently working in crisis mode with frantic stressed-out families. I saw firsthand the ripple affect it had on families. Adult children flat out arguing in disagreement about what is best for their parent as a result of being forced to make major decisions while in REACTIVE mode.
Scrambling, not having time to perform any real due diligence or spending the months investigating the options and yet, having to make huge life decisions based on availability and sadly, many times settling for what is available which in planning may have been their LAST choice. This doesn't have to be you!
tailor your plan
After years of watching people scramble over and over... I began to investigate to see if anyone or any program was in existence to help people prepare for unexpected and sudden lifestyle changes, I couldn’t find one.
A traditional Plan vs. TheCourtesy Plan®
I rolled up my sleeves and began to dive deep into becoming a Certified Senior Advisor. I studied senior care law, gained an in depth understanding of financial and estate planning and the challenges faced when planning for Senior Living and Long Term Care.
I soon learned that Estate Planning, Wills, Trusts, Living Wills and Medical Directives do not cover WHERE or HOW you want to live. It touches on what you can afford... but it stops THERE.
As a result of my background in psychology, my love for matchmaking in real estate and my dedication to the senior community, I quickly saw the gaps and how it could be filled.
My Goal is to makeover traditional planning and add The Courtesy Plan, so your wishes for how and where you want to live, under any circumstances will already be laid out in a simple plan. Removing any burden or Reactive planning. Keeping your loved ones by your side, not running around trying to get an emergency education on senior living.
Will
Trust
Medical Directives
Estate Plan
Financial Plan
WILL
TRUST
MEDICAL DIRECTIVES
ESTATE PLAN
FINANCIAL PLAN
PLUS
needed
THE COURTESY PLAN®
A Traditional plan
You call me, we schedule a
Consultation. I ask you 3 questions,
I explore the options that best fit
your wishes and present you with
6 solutions, laid out with costs,
detailed descriptions and availability.
You know what you can afford, but the work for you or a loved one is just beginning. Are you staying in your home? Moving to a community? Do you know the right questions to ask? And even if you do; is there space for you?
vs.
tailor your plan
done for you
If you're faced with a health challenge that requires a change in lifestyle
let's compare
1
2
3
I ask you (3) simple questions.
Three
questions
step one
step two
step three
six
answers
your
Courtesy plan®
I present you with (6) unique solutions tailored to you.
You will have the comfort of knowing you have a plan to live the lifestyle YOU want, no matter what comes your way, what the future holds and for what surprises may be around the corner.
the process
The best gift you can give yourself and your family is having your wishes and desires already written in a plan that can easily be carried out if needed.
kind words
“We would never had made the move if Alex had not showed us exactly how to downsize, set us up with the right senior move managers and created a floorplan with our stuff in it for the new community.” Mr. & Mrs. M
“We had to find a home health company fast for my mom. Alex gave us the top 3 in order of recommendation. My family is so grateful for her experience and advice and we hired the 1st one the list”! Rebecca M.
“I had no idea what questions to ask, or the difference between home health, hospice or assisted living. It was such a relief and comfort to have someone I know, and trust educate me on the language and option for senior living for my mom & dad." Donna B.
“Alex was such an authority on the communities, I felt confident in her knowledge about their reputation and what they had to offer.” -Ms. betty
This is not just a job for me...its personal, a calling. I will not rest until I can provide clarity and bring awareness to this void in retirement planning. I work alongside your financial and estate planners, I want to make sure my clients have an advocate that will guide them through these uncharted waters. I designed a plan that will address ALL the issues that are not covered in traditional retirement planning, thus creating the Courtesy Plan®.