Scott Bown (CFP®)

Additional Information

Family caregiving comes with emotional and financial challenges, and too often, families are unprepared for the financial impact. At Caregivers Resource Group, my mission is to provide caregivers with strategic financial planning that ensures stability for both their loved ones and themselves. From managing day-to-day expenses to planning for long-term care, I help caregivers make informed financial decisions so they can focus on what matters most—caring for their families.

Often, a caregiver’s finances and their loved one’s finances become deeply intertwined, creating complexities in budgeting, asset management, and long-term financial security. Caregivers may find themselves dipping into their own savings, managing multiple bank accounts, or making financial decisions on behalf of their loved one, all while trying to preserve their own financial future. I help navigate these challenges by providing comprehensive financial strategies that ensure caregivers can support their loved ones without compromising their own financial well-being.

This includes coordinating financial responsibilities, protecting assets, structuring shared expenses, leveraging government benefits, and planning for wealth transfer. By taking a holistic and proactive approach, I help caregivers maintain financial independence while ensuring their loved one’s needs are met—both now and in the future.