Charis Legacy Partners
1716 Briarcrest Dr Suite 300, Bryan 77802
Is this your business? Claim this page.
Customer Questions & answers
Ask your specific questions to Charis Legacy Partners
Suggested
Compare Charis Legacy Partners to the best local options
About
I carried this dream in my heart throughout business school and then through countless hours studying for the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certific...About
I carried this dream in my heart throughout business school and then through countless hours studying for the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certifications. All the while, I would find myself daydreaming about the charitable legacy I could leave and spending my free time researching strategies to maximize the impact of that legacy. I started Charis Legacy Partners to take all that I have learned on this journey and share it with others who care deeply about their financial legacy. This firm is my way of connecting with and giving back to my tribe of legacy-minded wealth stewards.Next steps to sign up for the Eldercare Financial Planner
- Contact the financial planner to schedule an initial consultation or assessment and discuss your needs and expectations. You can do this through the "connect" function on this web page.
- Verify the planner's experience and credentials in eldercare financial planning.
- Assess their fee structure and financing options.
- Request client references to gauge satisfaction.
- Collaborate on a financial planning strategy tailored to your needs.
Neighbourhood of Charis Legacy Partners
First step to helping your loved ones is to learn
Complete Guide to Advance Care Planning for Family Caregivers
Advance care planning is the process of learning about what kinds of medical decisions may need to be made in the future, preparing for them, and communicating one’s wishes to others.
Paying for Senior Care - Exploring Financial & Assistance Options for Senior Living
Aside from using personal savings, other ways to pay for long-term care include various...
Compensating Family Caregivers: Understanding Medicaid-Friendly Personal Care Agreements
Long-term care is expensive. It can drain an elder’s assets at a shocking rate. Thankfully, Medicaid...
Thank you!
Your message has been sent to the provider.