Lisa Cassaro on Clubhouse

Bio

✨I help MultiGen families develop strategies for peace of mind & security in 4 key areas: to gain control of their healthcare decisions, secure & protect their property & assets, to understand their money & plan for financial success and finally, improve personal security at home & at work, enabling confident personal and family decisions at any phase of life.

🔹Wellness Solutions Strategist
✨Creator of the Master Plan for Women’s Wellness

🔹Estate Education & Legacy Advisor
✨Utilizing a technology-assisted platform customized with paralegals and attorneys via virtual meetings, we help you to get your affairs in order & avoid the pitfalls of probate court with services including Cloud-based Advance Medical Directives, & fully customizable Revocable & Irrevocable Living Trusts.
✨Featuring exclusive Special Needs Trusts and the Universal Guardian Guide for dependent children or adults.
✨Services Available 🇺🇸 Nationwide.

🔹BCPA ~ Board Certified Patient Advocate
✨I specialize in helping caregivers, families & individuals by researching information & helping them understand their options for their own healthcare journey, for their loved one or navigating a bereavement experience.
✨My practice areas include advance care planning for individuals or groups, reviewing medical care plans & locating second opinions, navigating a healthcare journey from hospitalization to continuing care choices, especially for solo agers & elder orphans.

🔥Passionate About ~
🔥God. Being on & continuing on a personal Spiritual path
🔥My Family. Raised 5 kids: 2 bio sons & 3 steps in a blended family. Gained 2 more adult steps in a later-in-life marriage. Multiracial family.😍 🔥Yes! Ask me!! I have Grand-sugars!
🔥Furry creatures. 🐈 fostered and adopted both Cleopatra & Babalu, aka Cleo & Bobby
🔥Friends. Nothing better than making & keeping friendships over time
🔥Lifelong Learner. Reading & exploring multiple subjects including traditional & alternative medical practices, EOL choices & care, interior design & architecture, travel, business & spiritual growth. The list could go on!

Other connect points:
✅ Join my Facebook Group: Family Health and Wealth Solutions
We’ve Got Your A$$ets Covered
✨Lunchtime with Lisa ~ Live! Mondays @ Noon CST


✅ Connect with me for Patient Advocacy: www.copeandhopeadvocates.com