Your home can be your paradise or your prison.

It’s where you spend most of your time, and greatly contributes to your level of health and happiness. As you enter new life stages, you will need and want different things from your surroundings.

Does your home support your needs now? Will it still work in 10, 20, or 30 years? Probably not.

Planning for Housing is about learning how to plan ahead and adapt your home or strategize better

living situations for each life stage.

Aren’t sure this is for you? Think again. Odds are that you will be thinking about this for yourself

or a loved one soon.

Here are some common scenarios where we find this information useful:

  • Haven’t retired yet-but find yourself wanting to relocate or downsize

  • Retiring or Retired and considering a move

  • Have a loved one you may need to help find residential care for- no idea where to start

  • Have a loved one that wants to age in their home- and you’d like resources to make this easier and safer

  • Like to have a plan in place- want a better understanding of the types & cost of housing and care available at each stage

As with all our Life on Purpose Sessions, we aim for you to leave the session equipped with simple guides and knowledge that will help you craft your plans with purpose. It’s this injection of proactive planning that allows you to take a deep breathe in and out, instead of scrambling to fit a square peg in a round hole.

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Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.


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Quincy, MA 02169

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This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, MA, MD, ME, NC, NH, NY, PA, RI, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. 


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