Johnson Price & Sprinkle, PA - Certified Public Accountants
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LifeWise

A highly customizable suite of services, LifeWise is designed to help maturing adults maximize and maintain their lifestyle and financial independence.

LifeWise offers assistance to its clients that goes beyond the typical services provided by a CPA firm. From small tasks (paying your household bills, buying major appliances and checking on your home while you are away) to large ones (filing insurance appeals, finding contractors to complete home repairs or renovations and selecting home healthcare providers), LifeWise helps clients maintain the independence they are accustomed to now and for years to come. Services can be provided in clientsÕ homes or at either of Johnson, Price & Sprinkle's offices.

Whether planning for yourself or a loved one, LifeWise allows you to select only the services you need now, adding more as your needs develop. And when the time comes to look for care outside the home, LifeWise can be a comprehensive resource, providing you with information as you evaluate placement and care decisions.

Money Management
  • budget development and monitoring
  • bank/investment account deposits and reconciliations
  • bill payment
  • investigation of questionable invoices and bills
  • monitoring of investment portfolios
Insurance and Benefits Management
  • addressing questions about Social Security, Medicare, Medicaid and Medigap
  • filing of insurance claims and appeals
Fiduciary Needs Assessment
  • financial and healthcare powers of attorney
  • trusteeship and guardianship
  • living wills
  • advanced medical directives
Care Planning and Monitoring
  • care assessment referrals
  • recommendation and coordination of long-term care services including housing, healthcare, transportation and legal
  • monitoring of service providers
Financial Peace of Mind
  • identify risks from financial predators
  • reassurance visits to elderly clients
  • communications to family members
We can also integrate other services offered by Johnson, Price & Sprinkle, PA, including:
  • personal financial planning
  • succession planning
  • investment management
  • estate planning
  • tax compliance
  • retirement planning

For more information and a complimentary assessment of your needs, contact Mary Williams in the Hendersonville office at 828-697-9477.

 LifeWise
LifeWise is a natural extension of services we already provide for many clients, such as payroll services for household employees, check-writing, deposits, record-keeping and income tax returns. It gives us an opportunity to add new layers to the foundation we have already built over the years with our existing clients; and this experience will allow us to step into new relationships smoothly and with assurance that we can provide what is needed when it is needed.
Nancy H. Malle