2019 Timeline for Addressing Priorities OVERARCHING PRIORITIES PRIORITY

2019 Timeline for Addressing Priorities OVERARCHING PRIORITIES PRIORITY 1 Determine career direction JAN PRIORITY 2 Get parents settled in a new living situation FEB □ Set Date to meet with employer □ Discuss options □ Find a solution MAR □ Visit Assisted living homes □ Evaluate cost of home health aides PRIORITY 3 Explore ownership of Cape house APR □ Discuss findings with parents and come to resolution MAY □ Identify costs and affordability of real estate purchase on the Cape. JUNE □ Contact realtor and begin looking at Cape homes KEY ACTION ITEMS This document has been personally prepared for Client Name by Client Advisor. Privileged and Confidential. 08/28/2018 © 2018 Company Name, Inc.

2019 Timeline for Addressing Priorities OVERARCHING PRIORITIES PRIORITY 1 Determine career direction JAN PRIORITY 2 Get parents settled in a new living situation FEB □ Set Date to meet with employer □ Discuss options □ Find a solution MAR □ Visit Assisted living homes □ Evaluate cost of home health aides PRIORITY 3 Explore ownership of Cape house APR □ Discuss findings with parents and come to resolution MAY □ Identify costs and affordability of real estate purchase on the Cape. JUNE □ Contact realtor and begin looking at Cape homes KEY ACTION ITEMS This document has been personally prepared for Client Name by Client Advisor. Privileged and Confidential. 08/28/2018 © 2018 Company Name, Inc.

2019 Timeline for Addressing Priorities OVERARCHING PRIORITIES PRIORITY 2 Get parents settled in a new living situation PRIORITY 1 Determine career direction JAN FEB MAR □ Set Date to meet with employer □ Visit Assisted living homes □ Discuss options □ Evaluate cost of home health aides □ Find a solution PRIORITY 3 Explore ownership of Cape house APR □ Discuss findings with parents and come to resolution MAY □ Identify costs and affordability of real estate purchase on the Cape. JUNE □ Contact realtor and begin looking at Cape homes KEY ACTION ITEMS This document has been personally prepared for Client Name by Client Advisor. Privileged and Confidential. 08/28/2018 © 2018 Company Name, Inc.

2019 Timeline for Addressing Priorities OVERARCHING PRIORITIES PRIORITY 2 Get parents settled in a new living situation PRIORITY 1 Determine career direction JAN FEB □ Set Date to meet with employer □ Discuss options □ Find a solution MAR □ Visit Assisted living homes □ Evaluate cost of home health aides PRIORITY 3 Explore ownership of Cape house APR □ Discuss findings with parents and come to resolution MAY □ Identify costs and affordability of real estate purchase on the Cape. JUNE □ Contact realtor and begin looking at Cape homes KEY ACTION ITEMS This document has been personally prepared for Client Name by Client Advisor. Privileged and Confidential. 08/28/2018 © 2018 Company Name, Inc.

2019 Timeline for Addressing Priorities OVERARCHING PRIORITIES PRIORITY 2 Get parents settled in a new living situation PRIORITY 1 Determine career direction JAN FEB MAR □ Set Date to meet with employer □ Visit Assisted living homes □ Discuss options □ Evaluate cost of home health aides □ Find a solution PRIORITY 3 Explore ownership of Cape house APR □ Discuss findings with parents and come to resolution MAY □ Identify costs and affordability of real estate purchase on the Cape. JUNE □ Contact realtor and begin looking at Cape homes KEY ACTION ITEMS This document has been personally prepared for Client Name by Client Advisor. Privileged and Confidential. 08/28/2018 © 2018 Company Name, Inc.

2019 Timeline for Addressing Priorities OVERARCHING PRIORITIES PRIORITY 1 Determine career direction JAN FEB MAR □ Set Date to meet with employer □ Visit Assisted living homes □ Discuss options □ Evaluate cost of home health aides □ Find a solution PRIORITY 3 Explore ownership of Cape house PRIORITY 2 Get parents settled in a new living situation APR □ Discuss findings with parents and come to resolution MAY □ Identify costs and affordability of real estate purchase on the Cape. JUNE □ Contact realtor and begin looking at Cape homes KEY ACTION ITEMS This document has been personally prepared for Client Name by Client Advisor. Privileged and Confidential. 08/28/2018 © 2018 Company Name, Inc.

2019 Timeline for Addressing Priorities OVERARCHING PRIORITIES PRIORITY 1 Determine career direction JAN FEB MAR □ Set Date to meet with employer □ Visit Assisted living homes □ Discuss options □ Evaluate cost of home health aides □ Find a solution PRIORITY 3 Explore ownership of Cape house PRIORITY 2 Get parents settled in a new living situation APR □ Discuss findings with parents and come to resolution MAY □ Identify costs and affordability of real estate purchase on the Cape. JUNE □ Contact realtor and begin looking at Cape homes KEY ACTION ITEMS This document has been personally prepared for Client Name by Client Advisor. Privileged and Confidential. 08/28/2018 © 2018 Company Name, Inc.

2019 Timeline for Addressing Priorities OVERARCHING PRIORITIES PRIORITY 1 Determine career direction JAN FEB MAR □ Set Date to meet with employer □ Visit Assisted living homes □ Discuss options □ Evaluate cost of home health aides □ Find a solution PRIORITY 3 Explore ownership of Cape house PRIORITY 2 Get parents settled in a new living situation APR □ Discuss findings with parents and come to resolution MAY □ Identify costs and affordability of real estate purchase on the Cape. JUNE □ Contact realtor and begin looking at Cape homes KEY ACTION ITEMS This document has been personally prepared for Client Name by Client Advisor. Privileged and Confidential. 08/28/2018 © 2018 Company Name, Inc.

2019 Timeline for Addressing Priorities OVERARCHING PRIORITIES PRIORITY 1 Determine career direction JAN PRIORITY 2 Get parents settled in a new living situation FEB MAR □ Set Date to meet with employer □ Visit Assisted living homes □ Discuss options □ Evaluate cost of home health aides □ Find a solution PRIORITY 3 Explore ownership of Cape house APR □ Discuss findings with parents and come to resolution MAY □ Identify costs and affordability of real estate purchase on the Cape. JUNE □ Contact realtor and begin looking at Cape homes KEY ACTION ITEMS This document has been personally prepared for Client Name by Client Advisor. Privileged and Confidential. 08/28/2018 © 2018 Company Name, Inc.