A chronic or terminal illness diagnosis significantly affects one's life and can bring unforeseen financial challenges. As a CPA personal financial planner, your role is pivotal in easing your client’s financial stress during tough times.
Understanding your client’s situation is the first step to financially navigate a health transition. Chronic or terminal illness financial planning needn’t feel overly burdensome, and you are in an ideal position to guide clients by crafting a care balance sheet, identifying funding sources for health