Taking on the unknown, together.

Creating a lasting partnership to weather the bumps in the road.

A service designed to help you live better, not just longer.

The Fisher Life Planning service provides trusted, unbiased guidance and perspective to help you reach your goals and address your biggest concerns. Working together, you will take simple steps to improve your quality of life and develop a strong sense of purpose.

Life has many moving parts that influence our satisfaction - focusing on areas in life that impact your experience.

Most people plan for their financial future. They ensure they have a will & trust and regularly see the doctor. Fisher Life Planning focuses on what most people don’t think about and leaves the financial, medical and legal help to other professionals, like Fisher Investments. Our focus is on areas that improve your quality of life and add to your life’s purpose—fulfilling life-long goals, creating the ideal living place, connecting with others and building new friendships, and saying what needs to be said to those we love.

A relationship based service—Your Life Planning Counselor.

We help you own your experiences, avoid being a burden to family, and maximize your independence by pairing you with an aging professional who’s helped others do the same. Being matched with an aging professional is just the beginning as you build a trusting relationship, share your hopes and fears, and identify the proper steps for moving you closer to your goals. Your Life Planning Counselor can help you own your experiences, avoid being a burden to family and friends, and maximize your independence.

Our Life Planning Counselors are Certified Senior Advisors and specially trained in aging life care planning. They are supported by a dedicated research team looking for better ways to serve you and staying up-to-date on relevant information so you can spend your time doing what you love.

Putting your worries at ease.

Examples of how we’ve helped clients face aging challenges.

  • Finding living communities that meet their long-term needs and requirements
  • Preparing clients to meet with an attorney
  • Making meaningful progress in decluttering their home to move or “rightsize”
  • Getting client’s documents organized in case of an emergency
  • Navigating the transition after a client’s spouse dies
  • Mediating conversations between a client and loved ones
  • Supporting clients through caregiving for a spouse, child or friend
  • Selling a car or property that was keeping you from moving forward
  • Educating clients on end-of-life care options
  • Creating a strategy for aging in place so clients are more likely to be successful