Social Wellness Support

Financial PlanningPosted on July 11th, 2017No Comments

Written By: Camille Bouvet, CFP®

The word “wellness” is often prefaced with an adjective: for example, physical wellness, financial wellness, or social wellness. If you are unfamiliar with the term, social wellness involves having meaningful relationships and creating a support system that includes family members and friends. This kind of care may include fostering your own social wellness or helping a loved one you support in your social network. No matter the reason for the care, being in such a role may sometimes feel intimidating or overwhelming and discovering resources can be one of the most powerful ways to ease these feelings. In this piece, we share resources that may help you feel more comfortable in a caregiving role.

Your Employee Assistance Program
Your workplace may offer assistance as a benefit and can guide you in determining next steps. You may have access to counseling to help sort through your feelings, put things in perspective, and identify the next best step. They can also point you to other resources in your area such as referrals for eldercare and dependent care. Seek out your human resources department for more information.

Community Assistance
The purpose of most community agencies is to provide services to individuals who need help. Remember that you are entitled to these public services – you’ve earned it by way of your tax dollars and you deserve it!

Not sure what’s the best way to find support in your local community? Start by visiting the AARP’s Home & Family Caregiving-at-Home section and enter your city and state to learn about events, news and resources near you.

You can also visit The Family Caregiver Alliance which aims to support families nationwide caring for adult loved ones with chronic, disabling health conditions. Visit to learn about their educational materials such as videos, online classes, and an online dashboard to track your information and locate support.

Eldercare Resources
We have featured several pieces written by eldercare expert, Dr. Jim McCabe on the topics of authentic conversations, housing for aging parents, and how to age well. If you find yourself in a position of providing eldercare, we encourage you to read these articles and other available resources on Dr. McCabe’s Eldercare Resources website.

And of course, don’t forget about the rest of your social wellness support team when in a time of need. We would love to be one of your first calls when you aren’t sure where to start with your social wellness, financial wellness, or anywhere in between! Don’t hesitate to call us and let us know how we can help in planning to care for your loved one.

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“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson