We are a band of three: Jessica Cunningham Long Term Care and Insurance Advisor, Judith Naegely Financial Advisor, and Sanjay Das Senior Living Specialist. We designed and run this program to help people discover what they want their life to be about, and live that dream life. If you don’t have a plan, you will live on someone else’s plan, including the Government’s. Plan your life, live your plan; Live Your Archetype!
Meet Jessica - Social Butterfly
Jessica has embraced multiple interests and her professional journeys span financial services, fundraising, and estate planning. She’s an avid and powerful connector and can help you build out your “live your archetype” team. Her specialty is to educate and assist you with protecting your health and wealth using disability, life and long-term care insurance options!
Meet Judith - Investor
Judith started and sold 2 businesses (one of which was a home health agency that helped her parents live better lives), and is now a Financial Advisor on a team of seasoned advisors. Her focus is to understand your current situation, your life goals and assist you in creating the wealth you need to live your dream life.
Meet Sanjay - Wellness Enthusiast
Sanjay is a 10 year veteran in the senior living world (after 22 years in software), assisting families care for their loved ones or finding a better living solution for them. His focus is to help you figure out how you want to live your lives, especially after retirement so that you know the costs to plan for.