Services

COMPLIMENTARY CONSULATION

In 30 minutes on the phone, you’ll know what to do next, it won’t cost you anything and could save everything you value.

YES, I WANT PEACE OF MIND

CRISIS MANAGEMENT

Mom’s memory is definitely worse and you don’t know what to do. Dad’s in rehab and the facility says he has to be discharged tomorrow. Grand Family Planning can help.

YES, I NEED HELP NOW

NEEDS ANALYSIS

You know you need to take action, but you don’t know where to start. We make it easy.  You’ll tell us about your family, the kinds of things you’ve been noticing and your biggest concerns. Our team will review all the details, prioritize the issues and establish the smartest goals for you and your loved ones. Then we’ll go over the report with you.

YES, I NEED TO TALK

ACTION PLAN

Once we’ve gone over your needs with you, it’s time to take action. We’ll set up an appointment schedule and you’ll know exactly what will be involved in each step before you take it. What will you need? What will it cost? You won’t have to guess. You will feel better.

YES, I WANT TO FEEL BETTER!

GRAND FAMILY ESTATE PLANS™

A suite of services that combines estate planning, tax strategies, long term care strategies, medical data record-keeping tools and help preserving your cherished memories for future generations. Discover a whole new level of service to preserve your legacy and protect yourself and your family from the ravages of illness.

YES, THAT SOUNDS LIKE A PLAN!

SECURE SERENE SINGLES (S3) PLANS™ 

For widows, divorcees and those who’ve never married there are special concerns. While you’re independent and capable now, someday you won’t be. Who will be your advocate? Who will speak for you when you can’t speak for yourself? This plan connects you with a trustworthy person who may be appointed to assist you, in addition to the services outlined in the Grand Family Estate Plans. 

YES, I WANT TO REMAIN INDEPENDENT

GRAND FAMILY RETREATS™

Your family is spread out across great distances. You’d love to have a holiday together, as a family. What if you could? What if, at the end of the great time you all had together, you could plan for all of your futures, making sure everyone understands their roles and that Mom and Dad will always have the care and support they want and deserve?

YES, I WANT A MEANINGFUL FAMILY HOLIDAY