Planning Before and After a Dementia Diagnosis
A diagnosis of Alzheimer’s, Parkinson’s, or another form of dementia is life-altering—not just for the person receiving it, but for everyone who loves and cares for them. At Echo Consulting, we help families prepare for what’s ahead, financially and practically, so they can focus on care, connection, and comfort—not crisis.
Before a formal diagnosis, families may notice early signs: memory lapses, confusion, changes in behavior. This is a critical window to start planning. Financial and care decisions made early can provide stability in the years to come and avoid questions about capacity when important decisions are made. We help families put structures in place—identifying income sources, protecting assets, and developing sustainable strategies for care without sacrificing retirement savings or the family home.
After a diagnosis, the need for clarity becomes urgent. Questions arise quickly: How do we pay for long-term care? What government programs are available? Should we reposition assets now? How can we avoid being forced to spend everything down? Who will make critical medical and financial decisions moving forward?
We work with families across Texas, including adult children caring for aging parents, to answer these questions with confidence. Whether your loved one is still at home or already in a facility, we create tailored financial strategies to help preserve assets and stretch care dollars—without resorting to costly mistakes or last-minute scrambles.
Every situation is different. That’s why we take a personal approach—listening to your goals, understanding your loved one’s needs, and delivering a clear plan you can rely on.
If your family is facing a diagnosis—or fears one may be coming—it’s not too early or too late to get help. Echo Consulting is here to guide you through the uncertainty with compassion, strategy, and peace of mind.
