Project and membership planning, no requirement to roll over accounts.
Apart from advocacy, review, and coaching, Quentara supports family caregivers by creating plan illustrations to help them make a well-informed decision on moving forward during times of transition. She enjoys re-focusing the conversation back to their own goals while addressing concerns on kids and parents.
- Can I make a career change?
- Can we afford elder care for my mom?
- When can we retire?
- Is that kitchen renovation ever happening?
- The kids have their own dreams, how much do we support them?