Question 1

What if we end up needing Medicaid eventually?

Accepted Answer

It's a whole module. Module 3 covers eligibility, the timing that matters most, and what happens once private pay stops covering things.

Question 2

Is this too advanced for where I'm starting?

Accepted Answer

No. Module 1 walks you through it line by line, so you never start from a blank spreadsheet.

Question 3

Medicaid rules differ by state. Will this apply to me?

Accepted Answer

Yes. The framework is the same everywhere: an asset limit, a look-back period, and a transition from private pay. The specific numbers vary by state, and Module 3 shows you what to check for yours.

Question 4

What if my siblings aren't on board?

Accepted Answer

This works even if you're the only one doing it. Real numbers make it easier to bring them in later.

Question 5

Why not just hire someone?

Accepted Answer

You can, and you still might. This gives you the knowledge to hire smarter and not get talked into something you don't need.

Question 6

How much time does this take?

Accepted Answer

A few sittings, not a few weeks.

Question 7

What's the refund policy?

Accepted Answer

Watch Module 1. If it's not what you needed, email us within 7 days for a full refund.

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