The 90-Day Family Financial Reset

Service Description

90-Day Financial Stabilization & Onboarding The Problem This Solves When finances become harder to manage — due to memory decline, caregiving demands, or sudden transitions — families often lack visibility, systems, and coordination. Missed bills, scattered documents, and unclear responsibilities create stress and increase financial risk. The Outcome This structured 90-day onboarding process brings immediate clarity and stability to your parents’ finances. Over three months, we create order, identify risks, and establish dependable systems that help protect your family from financial mistakes or emergencies — now and moving forward. What’s Included Comprehensive assessment of your parents’ financial situation Mapping of all accounts, bills, income sources, statements, and obligations Setup or stabilization of bill-pay systems Organization of financial documents (physical and digital) Identification of missing documents, red flags, or fraud exposure Communication and coordination with attorneys, CPAs, fiduciaries, or care teams Creation of your Family Financial Command Center A clear, practical plan for ongoing support Who This Is For Families experiencing confusion or missed payments Adult children supporting parents with memory decline Caregivers managing increasing responsibilities Families navigating assisted living, rehab, hospitalization, or other major transitions Why Families Choose Sterwyn Financial Experienced, insured, and background-checked Veteran-owned and values-driven Trusted by families, fiduciaries, and professionals across Southern Arizona Call to Action 📍 Ready for true peace of mind? 📩 Schedule your consultation to discuss whether this onboarding support is right for your family. 🌐 www.SterwynFinancial.com ☎ 520.724.1411 | ✉️ LMiller@SterwynFinancial.com