A Path of Compassion and Strength
In moments that challenge us to our core, where the predictability of life ebbs away, and we face the raw realities that accompany diagnoses like dementia, it’s the strength of our bonds that light the way. Remember that your relationship, built on years of love, trust, and shared experiences, is incredibly strong amid these challenges. Dementia cannot diminish the love you share; it only changes the ways in which you express and experience it.
As you walk this path together, remember that Gates Pass Advisors is here to help you. We see our role as more encompassing than managing your portfolio—we want to provide the financial guidance you need to navigate life’s ups and downs confidently.
Here’s Some Tips that Have Helped Our Clients Step Through this Transition:
Create a Safe, Loving Environment
Adapt your living space to be safe, comfortable, and accessible. Transform your home into a sanctuary that accommodates your spouse’s changing needs, offering both of you peace of mind. We have referrals of professionals who have helped our clients create this.
Celebrate the Small Moments
In the complexity of dementia, it’s the small moments that shine the brightest. The joy of a shared laugh, the comfort of a held hand, and the peace of a quiet afternoon together are all precious. Celebrate them.
Take Care of You, Too
Supporting a spouse with dementia is a marathon, not a sprint. Your well-being is just as crucial. Ensure you have moments for yourself, lean on your support network, and remember, it’s okay to seek help when you need it.
Educate Yourselves Together
Knowledge is power and understanding all aspects of your life that will change due to dementia is the first step towards awareness of what can be controlled.
Your spouse may have handled all financial matters, but new decisions need to be made, including investments, bill paying, and what the future will hold regarding care and support as the disease progresses.
Knowledge helps to navigate this journey informed, prepared, and with eyes open.
Financial Planning with Heart
How Gates Pass Advisors Can Help
Adjusting to life with dementia includes adapting your financial plans. Many financial decisions are typically made emotionally when deciding what is affordable and what isn’t. We’re here to guide you with empathy, expertise, and a commitment to your family’s well-being.
- Gates Pass Advisors has experience with clients who have walked this path and will take the time with you to create a new financial plan.
- We address how your investments will support the desired outcome of your financial plan.
- We collaborate with your estate planning attorney and other professionals
- We support healthy long-term decisions while understanding this is a very emotional time.
At Gates Pass Advisors, we understand the delicate balance of planning for the future while navigating unexpected challenges. Together, let’s embrace the power of enduring partnerships and the strength they provide to overcome life’s most unpredictable waves.
If you would like to speak with Esther or Erik about this subject or any other related personal financial matter:
ESTHER SZABO
CFP® , Certified Financial Transitionist®
Founder and CEO, Gates Pass Advisors
BOOK A CALL with ESTHER
ERIK SCHEI
CFA
Senior Advisor, Gates Pass Advisors
BOOK A CALL with ERIK
JACQUELINE ADLER
CFP®, CDFA®
Wealth Advisor, Gates Pass Advisors
BOOK A CALL with JACKIE