ACE Planning Company helps families prepare for an unexpected health crisis before it happens through creating an advance care plan document. The consultant will build a client centered consultation from an intake form about any topic related to the following:
- Legal document and finance guidance (Reviewing will, POA – Personal Care, POA – Property, Business succession etc.)
- Health promotion (Review primary care access, current health state)
- Active care management values (Providing education and discussing values around on quality of life, “Do not resuscitate”, Goals of Care discussions, life support and more)
- End of life preparation (Discussing end of life preparations, legacy memorials, gifts to pass down, ceremony, religion, spirituality etc.)
ACE Planning Company asks the hard questions so you don’t have to. We look forward to working with you.
With her team, Najia takes care of your entire financial well-being by providing you comprehensive wealth management, i.e. financial planning, retirement, tax planning, wills & power of attorney reviews, estate planning, trusts, executor services, banking, insurance, and investments.