“My husband and I were very fortunate to work with Proactive Seniors in helping my in-laws begin planning for the next stages of their lives.  The advisor was very  knowledgable and her in-depth interview questions revealed many areas we had not originally considered.  She then compiled all of the information she had gathered into a binder that we have referenced frequently.  Her checklists and ‘Questions to Ask’ have made us feel more empowered as we look ahead to the upcoming years.  Most importantly, this process provided us with a starting point for having the necessary conversations to begin this transition.

I highly recommend Proactive Seniors.  They took what can be an emotional and difficult process and turned it into a positive experience in which all of us felt more aware of what the next steps are.”