You Didn't Ask For This.

But You're Not Alone.

Sudden Crisis. No Plan in Place

Bills, insurance, accounts…All chaos

Trying to help without overstepping.

Who is this for?

This Bootcamp is for you if…

You’re part of the Sandwich Generation

Juggling work, kids, and a parent’s bills, insurance, and care needs.

You’re suddenly in charge of a parent’s finances

They’ve had a health crisis or cognitive decline, and you’re the one holding the bag.

You feel overwhelmed, unsure where to start

You’re not looking to become an expert — you just need a plan.

What You'll Learn

We’ll help you make sense of the financial responsibilities you have regarding your aging parents using our Four P’s Framework.

People

Who are the critical members of your A-Team, and how do you build it?

Plans

What are the essential Plans that need to be implemented now that you are the one responsible ?

Property

What do they own, locating papers, how is it titled, and why it matters?

Programs

What you need to know now about Social Security, Medicare, Medicaid, and Veterans Benefits.

What You'll Get

What Others Are Saying

Calm the Chaos!

Learn what you need to know to work with aging parent's finances with confidence

Enrollment and payment processing will be handled by Thinkific, our course platform.

Wait! Don't Leave Empty Handed

Claim this 1st Time Visitor Special Offer!

Get 20% off our regular price and pay only $78!

Minutes
Seconds
Sorry you missed this discount, but you can still enroll for the regular low price of $97!