A New Approach to

Aging Well ...together

Paying a mortgage. Saving for college. Planning a vacation. We all understand why preparing for the future is important. But when it comes to caring for an aging loved one, most families don’t have a plan ...until there is a problem.



Strong Support

We'll walk you step-by-step through the program so you and your loved ones can start a meaningful roadmap through the aging process.

Tools to Talk

Our toolkit is designed to create a comprehensive path for the aging parent as the entire family prepares to shoulder this journey.


Live R.I.C.H.

Respect, Integrity, Compassion & Honor. The pillars in which Plan Your Story was founded. Take the first step!

This is the reported average lost wages for ONE PERSON. 

Family caregiving responsibilities take a toll on family finances - all because of the unanticipated consequences of caregiving responsibilities.​ 1

What matters most

What really matters is that every family has the opportunity to talk about and create a caregiving plan for their aging loved ones based on the needs and wishes of those who will be receiving the care. 2

1. Metlife Mature Market Institute. The Metlife Juggling Act Study: Balancing Caregiving with
Work and the Costs Involved. New York: Metropolitan Life Insurance Company, 1999

2. AARP Foundation, Prepare to Care - http://www.aarp.org/foundation

Plan Your Story's 5-Step Program

  1. Think About Your Wishes

  2. Start Talking

  3. Plan Your Story

  4. Share Your Plan

Of our 76 million Baby Boomers (who began turning 65 in 2011), roughly 10,000 will turn 65 today, and about 10,000 more will cross that threshold every day until the year 2029. 3

Our family planning program helps you begin by first flushing out tough topics in a simple to understand, and easy to complete, self-guided format. 


We'll say it again... it's never too late. If you have not yet begun to discuss a caregiving plan with your loved ones and other members of your family, you're not alone. What really matters is that every family has the opportunity to talk to each other. Discuss how to create a caregiving plan for their aging loved ones.