helping you sort through the many issues that affect your financial well being
  Arlene R. Foreman
  Fee-Only Professional Fiduciary/Independent Trustee
Certified Trust & Fiduciary Advisor
Chartered Financial Consultant®
Master of Science in Financial Services
Chartered Life Underwriter®
Arlene R Foreman financial planning consultant of Ft Meyers, FL

Arlene R. Foreman

10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-70118
Phone: (239) 826-4588

View Arlene  Foreman, CLU, ChFC, CFP(r), CTFA(tm)'s profile on LinkedIn

Should I Move to a Senior Living Community?

Please visit my Videos page for more videos.

So many of your friends have moved away, passed away, it’s getting harder to take care of your home, or manage the stairs. 
You’re finding some everyday activities a bit more bothersome, and maybe even a bit overwhelming. 
Or you’re watching your friends change, and wondering when your time will come.
And you find yourself saying: “Maybe I should move into a smaller place – maybe one of those communities where they’ll take care of me if something happens.”

It’s difficult coming to grips with our changes, but the decision making becomes even more difficult.
Our children want us to move near them “so they can help” – but they have their own lives, and they really don’t understand that while you may need assistance in some areas, you still want to have your own life.
So what are your choices?
And whom do we ask?

I frequently refer to my role as that of “surrogate daughter” – the person you can talk to like a daughter, without bothering your daughter (or son):

  • Have you visited some places?
  • Did you like them?
  • What were your reactions?
  • Did you feel uplifted?
  • Did someone go with you to help you ask all the right questions?
The conversation about where and how you live covers a broad spectrum of issues:

  • Lifestyle
  • Amenities (pool, golf, walking paths, library, beauty/barber shop, bank, exercise equipment)
  • Facilities (security, parking, storage, medical care)
  • The size and style of units available (what space you’ll have, how your furniture will fit, how you FEEL in the unit)
  • Ownership
  • Management
  • Levels of care
  • Meals/shopping/transportation/cleaning
  • Buying or renting
  • Fees & finances (these are certainly important, but unless everything else is right, the best “deal” is no “deal” for you).
There are myriad considerations, and they can’t be rushed - they need to be addressed – talked through.

That’s exactly what I do – help you sort through the many issues that affect your financial well-being…

Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.

The marks CLU® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the certification requirements for this designation.

The CTFA™ designation is awarded by the Institute of Certified Bankers, a subsidiary of the American Bankers Association.

Five Star Professional Wealth Manager - 2012 Five Star Professional Wealth Manager - 2011 Five Star Professional Wealth Manager - 2014 Financial Planning Association - Proud Member since 2010
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