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Professional Insights

Guiding clients through a health transition

Feb 12, 2024 · 3 min read · AICPA & CIMA Insights Blog

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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

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