Legacy & Life Planning
Meet your goals with a personalized, comprehensive life planning service.
Managing financial and life decisions later in life can feel overwhelming—for older adults and for those supporting them—including powers of attorney (POAs), executors, and trustees. Having a trusted professional by your side can bring clarity, reduce stress, and ensure nothing important is overlooked.
North Shore Senior Center is proud to partner with Monarch Financial Services LLC to offer Legacy and Life Planning services tailored specifically to older adults. As a preferred provider, Monarch offers a discounted rate to NSSC members.
Founded in 2011 by Anne Wieboldt, a Certified Financial Planner(R) and Certified Elder Planning Specialist(R), Monarch provides thoughtful, personalized support to help clients navigate complex financial and life planning decisions with confidence. Clients receive four to five hours per month for a monthly retainer for as long as needed.
Monarch Financial Services works with clients on the following tasks based on individual needs:
- Vital documents organization
- Assistance with retitling assets and updating beneficiaries
- Administrative support for the POA, executor, and/or trustee
- Housing evaluation and cost analysis
- Long-term care insurance advocacy
- Tax organization
- Budgeting and cash flow monitoring
- End-of-life planning
Monarch Financial Services LLC is insured by Allied World Insurance and is bound by the ethical guidelines of the Institute for Certified Financial Planners.
To learn more about how we can help you, contact Anne at anne@monarchfinancial-llc.com or 847.363.6238.
