Solutions
At Aging Options, we provide a comprehensive suite of LifePlanning services that address every aspect of your retirement needs. Explore our offerings below to find the right plan for your future.
Life Planning Package
Guided LifePlanning (BASIC) GOOD
Our Guided LifePlanning service offers educational sessions and personalized planning to help you navigate the complexities of retirement. This package includes essential legal documents and customized instructions.
Features:
- Classroom Learning: Participate in educational sessions to understand the intricacies of retirement planning.
- Retirement Roadmap: Develop a clear and actionable plan for your retirement.
- Legal Documents:
- Wills
- Safe Harbor Trust
- Health Care Power of Attorney (POA)
- Financial POA
- Living Will
- Handling of Remains
- HIPAA Authorization
- Mental Health Advance Directive (MHAD)
- Beneficiary Change Instructions
Price
$7,950
- Guidance Meetings: Expert guidance through classroom settings.
- Customized Instructions: Personalized instructions for all critical areas of retirement planning.
- Free Access to Life Plan Organizer: Centralized management of all your retirement planning data.
- Free Access to Aging Options Academy: Comprehensive resources to enhance your knowledge.
Life Planning Package
Legal LifePlanning (ADVANCED) BETTER
Our Legal LifePlanning service provides a comprehensive assessment and masterplan for your retirement. It includes all essential legal documents and regular family and guidance meetings to ensure your plan is on track.
Features:
- Classroom Learning: Participate in educational sessions to understand the intricacies of retirement planning.
- Retirement Roadmap: Develop a clear and actionable plan for your retirement.
- Legal Documents:
- Wills
- Safe Harbor Trust
- Health Care Power of Attorney (POA)
- Financial POA
- Living Will
- Handling of Remains
- HIPAA Authorization
- Mental Health Advance Directive (MHAD)
- Beneficiary Change Instructions
Price
$14,950
- Family Meeting: Facilitated meetings to discuss and align family on the retirement plan.
- Guidance Meetings: Regular guidance and check-ins to ensure your plan is on track.
- Closing Meeting: Final meeting to review and confirm the retirement plan.
- Free Access to Life Plan Organizer: Centralized management of all your retirement planning data.
- Free Access to Aging Options Academy: Comprehensive resources to enhance your knowledge.
Life Planning Package
Custom LifePlanning (CUSTOM OR ULTIMATE) BEST
Our Custom LifePlanning service offers a tailored approach to retirement planning, including dedicated project management and comprehensive support for health, housing, and finance.
Features:
- Assessment Letter: Initial assessment of your current retirement plan.
- Retirement Masterplan: A comprehensive and detailed plan tailored to your needs.
- Legal Documents:
- Wills
- Safe Harbor Trust
- Health Care Power of Attorney (POA)
- Financial POA
- Living Will
- Handling of Remains
- HIPAA Authorization
- Mental Health Advance Directive (MHAD)
- Beneficiary Change Instructions
Price
$19,950+
- Family Meeting: Facilitated meetings to discuss and align family on the retirement plan.
- Guidance Meetings: Regular guidance and check-ins to ensure your plan is on track.
- Closing Meeting: Final meeting to review and confirm the retirement plan.
- Free Access to Life Plan Organizer: Centralized management of all your retirement planning data.
- Free Access to Aging Options Academy: Comprehensive resources to enhance your knowledge.
Why Aging Options
- Holistic Planning: Covers financial, health, and lifestyle aspects to create a well-rounded retirement plan.
- Personalized Guidance: Provides tailored recommendations to meet individual needs and goals.
- Centralized Resources: Offers easy access to essential tools and information for effective retirement management.
- Family Integration: Involves family in the planning process, ensuring informed and collaborative decision-making.
- Resource Accessibility: Centralizes essential tools, resources, and information, making it easier for users to manage their retirement planning.
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