When my dad became sick, life shifted. At the time, I was running my own financial advising practice, parenting two middle schoolers with my husband, and serving on several community boards. Then, before I knew it, I also became the manager of my dad’s care and finances, navigating decision after decision as his illness progressed. I was so grateful he had made his long-term care preferences clear in a conversation at the start of his sickness. Knowing his wishes made a difficult process easier. While estate planning, will planning, and retirement planning are all common, few people take the time to put their wishes for long-term care in writing in advance. Statistically, however, the vast majority of people over the age of 65 will require extended care of some sort. Because many people wait until illness hits to have a conversation about care preferences, their adult children and family members often lack the clarity needed to make important decisions. But, it doesn’t have to be this way.I believe creating a long-term care plan is one of the most loving things you can do for your family. After my dad died, I recognized a calling on my life—to help others protect the relationships and legacy of their families through extended care planning. While my experience spans the full spectrum of financial advising, I have chosen to focus my practice primarily on helping my clients define their wishes for extended care and identify the funding to make them possible. My approach to long-term care planning reflects my teacher’s heart and centers around equipping clients to take the lead as we identify their priorities and craft an extended care plan together. The process is really quite beautiful, and I feel so blessed to be able to guide my clients through it. When it comes to long-term care planning for yourself and your family: Do you know what questions to ask? I’m here to help.barbara.deberry@nm.com919-489-6505
Listed skills include Retirement Planning, Strategic Planning, Life Insurance, Disability Insurance, and 21 others.