Company Story
Proximity Planning, LLC was founded by Julie Lendman, a dedicated professional with over 14 years of experience in the financial planning industry. Throughout her career, Julie has helped countless individuals and families achieve comfortable retirements and secure their financial futures. Her extensive experience has given her a deep understanding of the challenges people face as they plan for their later years.
Julie’s passion for helping individuals, particularly the elderly, has always been at the heart of her work.
She has seen firsthand the stress and uncertainty that often accompany the transition to assisted living or nursing homes. Witnessing the struggles of her clients and their families during these times, Julie recognized a significant gap in the market for comprehensive, compassionate transition services.
Driven by her commitment to making a positive impact, Julie founded Proximity Planning, LLC to address this critical need. Her vision was to create a company that offers personalized and holistic support, guiding individuals and their families through every step of the transition process. From coordinating moving services and estate sales to selecting the best assisted living facilities, Proximity Planning, LLC is dedicated to easing the burden and providing peace of mind.
Julie’s empathetic approach and professional expertise make Proximity Planning, LLC a trusted partner in navigating life’s significant transitions. By offering a range of tailored services, the company aims to alleviate the stress and uncertainty that often accompany these changes, allowing clients to focus on their well-being and comfort.
At Proximity Planning, we understand that this is a challenging time for individuals and families.
Our mission is to provide the support and guidance needed to make these transitions as smooth and stress-free as possible. We are proud to offer a service that fills a vital need in the community, ensuring that our clients receive the care and assistance they deserve.
