The Senior Journey Alliance
A Multicompany Alliance of Professionals Dedicated To Serving Seniors
St. Louis, MO
Long Term Care Planning | Estate Planning & Elder Law | Health Insurance / Medicare
Daily Money Management | Joining A Senior Community | Transition Assistance
The members of our team came together to help seniors as well as their adult children who may need to assist their parents through the
various phases of their journey. Having a plan to navigate the various stages of your journey can make all the difference in the world, and
putting a plan in place now will mean that you will have options later. Fortunately, you do not have to do it alone. We are here to help.
"Failing to plan is planning to fail."
Our 2025 Seminar
The Journey: A Patchwork of Care
Seminar Date: 10/09/2025
Topics Discussed
| 1.) Long Term Care Planning 2.) Elder Law & Estate Planning 3.) Medicare 4.) Daily Money Management | 5.) Joining a Senior Living Community 6.) Downsizing / Transitioning Out of Home 7.) Home Organization / Moving Assistance |
Our educational seminars are designed to help seniors as well as their adult children who may need to assist their parents through the
various phases of their journey. Having a plan to navigate the various stages of your journey can make all the difference in the world and
putting a plan in place now will mean that you will have options later. Fortunately, you don’t have to do it alone. We are here to help!
If you would like to watch one particular portion from Our 2025 Seminar, shorter topic-specific videos can be found below.
Meet Our Team
Our team is currently comprised of nine professionals who represent seven separate companies.
| Know someone who would benefit from connecting with a member of our team? We would love to meet them! Print out a Flyer and share it! The QR Code will direct them to this webpage. We are always here to help in any way that we can. |
Long Term Care Planning
| Christopher M. Carrillo Founder | Financial Advisor | Long Term Care Planner
|
The month of November is Long Term Care Planning Awareness Month!
Do you have a plan for your care? If not, let's talk. Call Today!
Estate Planning & Elder Law
 | Sheri Tucker, M.S., J.D. Estate Planning & Elder Law Attorney
|
Disclosure: C.M. Carrillo Financial Advising, Prosperity Wealth Management, Inc., and Tucker Legal Services, LLC (DBA: Your Estate Ally®) are all separate and unrelated entities. C.M. Carrillo Financial Advising and Prosperity Wealth Management, Inc. are not law firms and they do not render legal advice.
Health Insurance & Medicare
 | Liam S. McLaughlin Principal Agent & Medicare Specialist
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Daily Money Management
 | Cynthia Hoffman, MBA, CSA Daily Money Manager
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Joining A Senior Community
| Rob Howe, CSA, CDC Owner | Certified Senior Advisor (CSA) | Certified in Dementia Care (CDC)
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Makensie Benne Senior Care Consultant
| Lisa Howe, OTL Owner | Senior Living Advisor | Occupational Therapist
|
Transition Assistance
 | Donna M. Carrillo
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 | Tesha Peel Owner & Professional Organizer
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It's as easy as deciding that now is the time to begin a conversation.
We are always here to help in any way that we can.
Call Today!
Vision To Reality
All companies listed on this webpage, are separate and unrelated to C.M. Carrillo Financial Advising.
All companies listed on this webpage, are separate and unrelated to Prosperity Wealth Management, Inc.
C.M. Carrillo Financial Advising and Prosperity Wealth Management, Inc. do not render tax or legal advice.
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.