Katie Monaghan, CFP®, CWS®’s Post

View profile for Katie Monaghan, CFP®, CWS®, graphic

Senior Wealth Advisor I Empowering Women & Creating a Comfortable Space for Female Wealth Needs I Katie@McMahancapital.net

According to the National Institutes of Health (NIH) 17.7 million Americans are supporting aging parents. The personal impact of caregiving for a family member can be large. At McMahan Capital Management, we help family units as they navigate evolving dynamics and shifting of responsibilities. We have found effective partnership with the right team can help ensure aging family members wishes are followed, assets are preserved and resources are used efficiently. How can we help? Let's start the conversation. Katie@McMahanCapital.net 612-747-5967 #financialplanning #agingparents #estateplanning

  • No alternative text description for this image
Katie Monaghan, CFP®, CWS®

Senior Wealth Advisor I Empowering Women & Creating a Comfortable Space for Female Wealth Needs I Katie@McMahancapital.net

6mo

Kimberly Jewell this reminds me of our conversation today!

Like
Reply

To view or add a comment, sign in

Explore topics