Who would you call?
Name the people you trust. Talk about what help they could realistically give.
A PLAN FOR THE LIFE YOU WANT TO KEEP LIVING
You want the people you love to care about you—not have to do all the caring for you. Start a plan for your choices, your resources and their lives, too.
Book a MeetingA free care-planning meeting with Scott Smith
Prefer to talk? Call 865-687-1910 ↗
Your life.LOVE IS PERSONAL. CARE NEEDS A PLAN.
A care need can change more than your day. Planning now gives you and the people close to you a starting point before decisions become urgent.
Name the people you trust. Talk about what help they could realistically give.
Your routines, your partner’s well-being, time with grandchildren, or the life you enjoy at home—put it into words.
Consider how paying for support could affect your savings, income and the people who depend on you.
THINK BEYOND THE COST OF CARE
Consider the emotional, physical and financial demands of care together. Give the people you love a clearer picture of what matters to you.
Talk about how care could affect a partner, family member or friend’s work, routines and well-being.
Let loved ones be part of your life, with a realistic plan for support.Where would you want help? What routines and relationships matter most? Make your preferences known.
A plan begins with the life you want to keep living.Look at your income, savings and possible care costs together. Decide what you need to understand before choosing a way forward.
Turn “we’ll figure it out” into practical questions and next steps.You do not need every answer to start a useful conversation.
Book a MeetingScott Smith
Founder, Banker Brokers
PRACTICAL QUESTIONS. A PERSONAL CONVERSATION.
Scott is the founder of Banker Brokers. His work brings together retirement planning, financial protection and the practical questions people face about future care.
His approach starts with your life: where you want to be, who matters to you and what you want to protect. From there, the conversation turns to your resources and the support you may need.
Planning for yourself, supporting a parent, or including a partner or chosen family? Bring the questions that matter to you. Scott will help you turn them into a clearer next step.
Connect with Scott on LinkedIn ↗
Book a MeetingSTART THE CONVERSATION
Help with everyday activities such as bathing, dressing or moving around when you cannot manage them independently. Start by thinking about the support you would want and the people who could help.
We discuss what matters to you, who could help and how future care could affect your resources. Bring your questions; Scott will help identify what to clarify and what to do next.
Yes. A support plan can include trusted friends, relatives, neighbors and paid professionals. The conversation starts with your choices and the support you would want.
Yes. Talk together about both people’s wishes, resources and capacity to help. A shared conversation helps make responsibilities and expectations clearer.
Yes. Invite them into the discussion and keep their wishes at the center. Be honest about what family members can realistically offer alongside work, children and their own health.
Bring your main questions and a broad picture of your care preferences and resources. Please do not send medical records, account numbers or detailed financial information through email.
FIND THE CONVERSATION THAT FITS YOUR LIFE
BOOK YOUR FREE MEETING
Talk with Scott about your wishes, your support network and your resources. Leave with a clearer next step.
Email opens your email app. Scott confirms your meeting time directly. Please do not send medical or detailed financial information by email.