The Importance of Care Plans | Maddy Roche & Bri Conn, CFP®

In this episode, Maddy Roche and Bri Conn, CFP®, explain why legal documents alone aren’t enough. Estate plans grant authority. Care plans provide direction. They spell out the details that make real-world care possible: where to find your mailbox key, your alarm code, how to feed your pets, what medical history your doctors should know, and what living with dignity truly means to you.

They also discuss documenting cultural or religious preferences and why these plans should be treated as living documents, updated as your life, relationships, and values evolve.

Key Takeaways:

• Estate plans give the who, care plans give the how. Legal documents grant someone the power to make decisions. Care plans outline what those decisions should actually look like, from daily routines to end-of-life wishes.
• Document the everyday details others wouldn't know. Alarm codes, mailbox locations, pet feeding routines, storage facilities, and where to find important items are all critical for someone stepping into your life.
• Define what life with dignity means to you. Cultural preferences, religious practices, LGBTQ+ identity, and personal boundaries should be clearly stated so your wishes are honored, not someone else's assumptions.
• Build a team to support you as you age. Financial planners, doctors, and aging care managers all play a role in ensuring your care plan can actually be executed when you need it.
• Treat your care plan as a living document. Update it as your life changes. New pet, new home, new diagnosis, new preferences. The goal is to keep it current so it reflects who you are now.

Episode Hosts:

Maddy Roche - Chief Growth Officer at Childfree Trust® and responsible for all sales & marketing initiatives.

Bri Conn, CFP® - Customer Experience Manager at Childfree Trust®. Bri coaches clients through estate planning and care plan development, helping them document their wishes and build support teams.

About Childfree Insights

Childfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.

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Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.

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Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.