As a wealth manager, you do incredibly important work. Families count on you to make smart decisions, give sound advice, and help them protect their assets, even when things get unpredictable.

 

Your success relies on your ability to earn your clients’ trust, and this means thinking bigger than just money. What if you could be their trusted confidante, their go-to adviser, when they’re facing one of life’s greatest challenges—the aging of a loved one?

 

Your clients count on you. But who can you count on?

 

Say hello to Caresultants.

Caresultants ensures quality care for aging individuals by working closely with their families to understand their exact needs.

 

In many ways, we do exactly what you do: We provide clarity, expertise, and reassurance as people navigate the ups and downs of life. We can complement your knowledge by becoming their go-to resource on the aging process.

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How Caresultants supports wealth managers

As a wealth manager, you understand that money can be an emotionally charged subject—just like health. You need your clients to trust you to support and guide them as they make important financial decisions that may have a big impact on their lives.

 

Building that trust often involves becoming a close confidante, someone they trust with private details. You can demonstrate your commitment to the family by recommending the right resources to help them navigate the struggles they face.

 

If your clients have elderly parents or other family members, they may be looking for help navigating the aging process—and the complexities of elder care. You can be the hero and find a solution by referring them to Caresultants.

 

At Caresultants, we understand that when you recommend us, what we do reflects on you. You can trust us to ensure quality care and exceptional service to each and every one of your clients. We will lift the burden of managing the aging process from their shoulders, and you can reap the benefits of connecting them to us.

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What we do for your clients

In a word: everything.

 

Caresultants can coordinate and manage a vast spectrum of services and care for the elderly:

• Hiring, coordinating, and managing care providers.

• Research and vetting of care facilities, including assisted living, nursing, and memory care.

• Nutritional management and meal coordination.

• Social activity and engagement.

• Interpretation of medical, billing, and insurance materials.

• House and home care, including maintenance and construction. 

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Customized support for every family's needs.

 

We understand how complex, unpredictable, and emotionally intense the aging process can be for clients and families. You can trust us to treat your clients with the appropriate care and offer them the support they need.

 

We never take shortcuts or a one-size-fits-all approach to care. We take time to get to know the individual, the family, and their wishes, so we can design a customized care plan that aligns with their needs.

 

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With Caresultants as an ally, you can be ready to support your clients and their families during every season of life. To learn more about what we do and how we can support both you and your clients, schedule a fifteen-minute call with me or read a case study about how we help Wealth Managers.