Module 2: Health Readiness
When a client’s health changes, their advisor is often among the first people they call, and rarely the one with answers ready. A hospital needs a decision by tomorrow morning, the family is not sure what to ask, and whatever gets decided in that window is difficult and expensive to undo later.
This module gives advisors a way to be useful in that moment, and well before it. It covers the early signals that a client’s health or capacity is shifting, the questions that reveal how care is really being provided and whether it can hold, and what each type of professional actually does, so an advisor knows who to call rather than guessing. It also covers which changes in health should prompt a fresh look at the assumptions underneath a plan, and where the advisor’s role ends. An aging life care professional
describes how advisors can meaningfully show up for their clients during health changes and when to seek additional support.
At the end of this module, the financial advisor will be able to:
- Recognize the subtle and obvious signals that a client’s health or capacity is changing
- Ask appropriate questions about how care is currently being provided
- Assess whether a family’s care arrangement is sustainable
- Identify the changes that should prompt a review of the financial plan
Kelly Baird
Co-Founder and Chief Operating Officer
bQuest
Kelly Baird is the Co-Founder and Chief Operating Officer of bQuest, a care intelligence and coordination platform connecting financial advisors and their clients with trusted professionals throughout the aging, caregiving, end-of-life, and loss journeys. With nearly two decades of experience leading partnerships and initiatives across public health, economic development, early childhood systems, and community development, Kelly brings a systems-level perspective and a deep commitment to building collaborative solutions that create lasting impact.
Kelly’s passion for transforming aging care is rooted in personal experience. As an adult daughter, caregiver, and crisis navigator for her parents and 99-year-old grandmother, she experienced firsthand the emotional and logistical challenges families face when navigating care without a clear guide. At bQuest, Kelly leads the development of a national ecosystem of vetted professionals, working to ensure families have access to compassionate, trusted support when they need it most.
Lina Supnet-Zapata, MBA, CMC, TxCG
CEO and Co-Owner
Mir Care Consultants
Lina Supnet-Zapata, MBA, CMC, TxCG is CEO and co-owner of Mir Care Consultants, where she leads a team providing Aging Life Care management, special needs support, and professional guardianship services. With more than 30 years of healthcare experience, Lina spent a decade in hospice as a Community Educator and Area Director, advocating for families and healthcare providers and helping them navigate the complexities of end-of-life care. Since joining Mir Care Consultants in 2013, she has expanded the firm’s services and reach while championing patient advocacy, consumer health education, and excellence in care.
Lina is a recognized leader in the Aging Life Care profession and currently serves as President-Elect of the Aging Life Care Association. She is also a Fellow of the Association’s Leadership Academy and serves on the boards of AGE of Central Texas and the Aging Life Care Association. Her leadership and commitment to older adults and family caregivers have earned her honors including the 2022 Joyce Lauck Legacy Award and Aging Life Care Association Member of the Year recognition.
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