For more information, schedule a free Strategy Session using the button below.  After the Strategy Session, you will have all of the information you need to make an informed decision about our services.

Corporate Multi-Generational Caregiver Workshop

A great benefit you can give to your employees who are multi-generational caregivers is a a workshop designed to help them manage the paperwork for themselves and their parents/grandparents.

Each workshop is custom-designed with your organization in mind. Each package could contain resources, coaching, group coaching, and on-going support for employees.

Click the link for a free 30-minute Strategy Session to see if we can work together and support your employees.


Select a box or container to collect your copies. Then, each time you pay a bill, place a copy in the box.


Use our checklists to gather additional information you will want to include in your binder.


Organize the contents of your box by dividing bills in to categories: credit cards, utilities, health care, etc.


Decide where to keep your critical information and let your heirs and/or caregiver know where it's stored. It's always a good idea to make a backup copy.