Lifestyle Planning

The Lifestyle Planning Program helps you and your family develop a longevity plan that encompasses your economic, social and physical future. The Lifestyle Planning process involves three steps:

1. Review
2. Reassess
3. Reorient

Ellen’s mission is to help you and your family prepare for changes as you age and help maintain security, well-being and quality of life. She will work with you, your family and other service providers from the financial, health and social sectors to develop your Lifestyle Plan and pull the pieces together.

Ellen can help start a family dialogue of planning for the future and also can assist with managing transitions in life. As transitions arise Ellen can be the quarterback to obtain the referrals and service providers to help you.