Caregivers Resource Group

Caregivers Resource Group | Founder & Financial and FamilyCare Strategist Flat-Fee Financial Planning • Group Coaching • Employer Workshops At Caregivers Resource Group, I help individuals, families and organizations navigate the financial challenges of caregiving—before, during, and after care begins. Our services are designed to meet caregivers where they are: FamilyCare Playbook Society For caregivers seeking structure and support. Includes monthly group coaching, planning templates, and access to tools like RightCapital, Estate Guru, and Income Lab. Hourly Consultations For specific questions—like budgeting for care, reviewing long-term care coverage, or preparing for a care transition. Focused advice, no ongoing commitment. Project-Based Planning A flat-fee plan for families who need to fully organize finances around caregiving. We clarify care costs, align investments, and identify gaps that could create delays. If legal or estate questions arise, I help you know what to bring to your attorney or institutions. Subscription Planning For those managing ongoing complexity. Offers consistent support, plan updates, and direct access as care needs evolve. For employers, I offer webinars and workshops to help organizations support employee caregivers—and offer our membership as a company-sponsored benefit option. Clients include Seniors planning ahead, family caregivers, adult children, professionals balancing care and work, spouses navigating transitions. This work exists for the moment everything shifts—and you're expected to figure it out fast. I help you move forward with clarity, structure, and confidence. Call to learn more: https://calendly.com/caregiversresourcegroup Scott Bown is an Investment Advisor Representative of Advice Only, PBC, a Registered Investment Advisor. All investment advisory services are provided through Advice Only. Further details are available in our ADV or at