FINANCIAL PLANNERS
End-of-life planning often brings up big financial questions — and big emotions. A thoughtful financial planner doesn’t just look at the numbers — they help you align your money with your values, prepare for the unexpected, and reduce stress for the people you care about.
Topics to explore may include:
- Planning for medical costs, long-term care, or disability
- Designating beneficiaries and organizing financial accounts
- Budgeting for funeral or memorial expenses
- Supporting causes or people you care about through legacy giving
You don’t need to have everything figured out — just a place to start, and someone you trust to walk with you.
WANT TO PARTNER WITH SCRIPTED AND BE AN ALLY?
We are currently seeking trusted Allies in this area.
If you're a financial planner, advisor, or educator with experience in aging, caregiving, or legacy planning — and you believe in client-centered, trauma-aware support — we'd love to hear from you.
We’re especially interested in those who serve low- and middle-income clients or offer sliding scale options.