Elder Planning
What’s included
Our WealthFXElder process will guide you through the various alternatives and help develop a strategy to meet your or your parents care and legacy needs. Caring for elderly parents or planning for your own future care can be overwhelming. Our process starts with evaluating risk tolerance and assessing current economics. To start your journey, please complete our general questionnaire. Once completed, you will receive an introductory email along with a link to Riskalyze which will allow us to measure your risk profile. Additional steps will follow to help clarify your options and provide a financial plan. Enriching people’s lives is our goal here at Wealth Effects!