Areas we coordinate
One point of coordination for the whole picture.
The decisions that come with aging touch money, legal matters, health and home, often all at once. We help you see the whole picture and keep your plan organized. The licensed experts are yours.
Money, Tax & Insurance
Financial · Tax · Insurance
We help you gather statements, tax papers and policies into one clear summary, spot what’s missing, and write down the questions worth asking.
Your licensed professional: your financial advisor, CPA or tax preparer, and licensed insurance agent give the advice, prepare returns and recommend coverage.
Legal & Estate
Wills · Trusts · Powers of attorney · Health care directives
We help you find out where your documents are, note what may be missing or out of date, and prepare for a focused meeting with your attorney.
Your licensed professional: your estate planning attorney gives legal advice and drafts or updates the documents.
Health, Medicare & Long-Term Care
Healthcare & Medicare · Long-Term Care
We help you keep the paperwork and logistics organized, line up questions about care options and costs, bring your Medicare discussions with nonprofit counselors such as HICAP into the plan, and keep your family in the loop. Health decisions stay with you and your doctors.
Your licensed professional: your doctors and care team, licensed home care agencies and licensed insurance agents advise on health, care and coverage.
Home & Housing
Assisted Living & Housing · Introductions to Home Providers
We help you think through your home and housing options, including staying at home or moving, and we introduce trusted providers. You hire and direct them.
Your licensed professional: licensed contractors, real estate agents and licensed care communities handle the work, the sale and the care.
Painted Rock Family Advisors does not manage, schedule, or supervise contractors or home projects.
Home services
Working alongside home service providers
Some families already work with handymen, contractors or home service platforms for maintenance and repairs. We don’t replace them. We work alongside them, within a comprehensive discussion of your property and financial priorities, so the home decisions fit the rest of your plan. You hire and direct any provider.
Medicare
Working alongside nonprofit Medicare specialists
Medicare choices are part of the bigger picture. We help you bring those conversations together with free, unbiased nonprofit counselors such as California’s HICAP program (Health Insurance Counseling & Advocacy Program), so their guidance fits with the rest of your plan. You contact them directly, and the link is here if you want it: HICAP on the California Department of Aging site →.
We introduce. You hire.
We can suggest a few options and tell you about any relationship we have with them. You choose, hire and pay them directly. We accept no referral fees or commissions.
Not sure where to start?
That’s what the first conversation is for.
Start with a conversationOr call (415) 906-0610 or email james@paintedrockcapital.com.