“Ian’s high levels of personal interest and sensitivity make it easier to handle the challenges of aging parents. He provides super helpful information and a safe space to discuss sensitive topics. His clear and thorough notes, including action items, helped me stay organized. I highly recommend working with Ian.”

— Shane | Oakland, CA

“Our parents are transitioning into the next phase of their lives, and we contacted Ian for help. We learned more in thirty minutes with Ian than in the innumerable hours we spent searching the internet. Ian is a deep listener and a trustworthy guide. Working with him made us informed and empowered advocates for our parents.”

— Susy | Piedmont, CA

“Ian coached me on the challenging projects of managing my aging father's finances. He encouraged account consolidation, smart brokerage selection, a trust tax mitigation strategy, and how to get the most out of the teams at each financial institution. Ian is patient, listens well, and has a good playbook for simplifying things. I would work with Ian again.”

— Andrew | Tucson, AZ

“My aging father's month-long hospitalization required navigating a complex care journey. Ian helped my family quickly find a safe, high-quality, and nearby physical rehab facility with private rooms. He then did the same for extended care and eventually helped with my father returning home. Ian was knowledgeable, supportive, and encouraging in getting the best care for my father, while also being mindful of my needs as a caretaker balancing family and work. I unequivocally recommend Ian to anyone facing the challenges of caring for an aging loved one.”

— Matthew | McLean, VA

“When my brother’s cancer advanced rapidly, I met with Ian, and he was an angel on earth. He helped me so much and so quickly. I went from being paralyzed to having clear next steps that made great sense. He assisted me in getting help from my brother’s employer and creating a Durable Power of Attorney document ASAP. When my brother passed less than two weeks later, Ian’s checklist of what to do when someone passes was very helpful. He also found a probate attorney for me. Ian guided me through an extremely difficult time with compassion.”

— Erin | Westport, CT