06/10/2026
June is a meaningful reminder that planning isn’t just about finances. It’s about protecting the life and independence those finances support.
This Alzheimer’s & Brain Awareness Month, I’m encouraging clients to think about brain health as part of their overall long-term plan. Whether it’s building flexibility into your financial strategy, discussing long-term care considerations or simply prioritizing wellness, these conversations matter.
If this is something you’ve been meaning to revisit, I’m here to help you think it through.