Helping Your Parents Navigate Their Finances - With Compassion and Clarity
Be the Steady Hand They Need During a Stressful Time
When your parents need help managing their finances, it can feel overwhelming - especially when you're balancing your own career and family (aka Sandwich Generation). We help adult children step in with confidence, while honoring their parents’ wishes and values.
Real Example
“Easing the Burden: How We Helped Susan Support Her Aging Parents”
Susan called us when her mom began forgetting to pay bills. Her independent financial advisor, Jamie Upson, reviewed her parents’ finances, set up automatic payments, coordinated with their elder law attorney, and gave Susan a clear summary of what was in place. Now, Susan can focus on caring for her parents instead of constantly worrying about their finances.
Common Ways We Help
Organize and consolidate parents' financial accounts
Generate income from investments while managing risk
Meet Required Minimum Distributions (RMDs)
Align accounts with estate plans, including beneficiaries, titling, and powers of attorney
Coordinate with estate attorneys to reduce estate and income taxes
Develop a plan for wealth transfer with minimal friction
Confidence, comfort, and clarity
“I became familiar with Stonehearth Capital Management as the trustee for my Mom’s estate. It was a pleasure to work with them at that time. I was so impressed by their capability that I have become a client myself. They have excellent communication and truly understand the needs of families during difficult times.”
Disclosure: This Google review is from an existing client of Stonehearth Capital Management. No existing client was compensated, either with cash or non-cash benefits, in exchange for their statement. Reviews reflect individual experiences and may not be representative of all clients. No material conflicts of interest are known to exist in connection with these testimonials. Read more reviews.