Ways to work with Jessica Cannon
The Caregiver You Were Forced to Become
No one applies for this job. One day you are living your life, and the next you are standing in a doctor’s office hearing “cognitive decline” and “plan for the future” while your stomach drops. Now you are the default decision-maker for someone else’s life while still trying to run your own.
Most caregiving advice tells you what to do. Nobody explains why it is so hard to actually do it. Jessica Cannon teaches the other half: what is really happening to your loved one, to the systems around you, to your family, and to you, so you can decide from stability instead of from the next crisis.
What The Proactive Caregiver actually does
The Proactive Caregiver is a coaching practice for families facing dementia. Jessica Cannon builds a caregiver’s capacity to understand and navigate the whole of it, the disease, the systems, the family and the money, so they respond from stability rather than lurching from one crisis to the next.
- Who she is
- Jessica Cannon, Certified Dementia Practitioner and a CPA with 28 years of financial experience, author of The Proactive Caregiver. She cared for her own mother through four misdiagnoses.
- What she does
- Coaching across the five pillars of the Proactive Caregiver Method: dementia care navigation, advocacy and system navigation, family dynamics, self-care and caregiver health, and financial wellness. The five are taught as one connected picture, because a weakness in any of them takes the others down.
- Who it is for
- Adult children and spouses carrying the care, the decisions and the family while someone they love has dementia.
- Where she works
- Across the United States, virtually. In person in Austin and Central Texas.
- Ways to work with her
- Monthly coaching at $89, $249 or $400 per month. The Caregiver’s Trinity Toolbox, self-paced, from $275. Speaking and corporate training for employers.
- How to start
- A 15-minute discovery call, to work out whether this is something she can help with.
Start here
Which phase are you in?
There are so many phases in caregiving, and most people do not recognize which one they are in until they are drowning in it.
Denial
You are still trying to justify why reality has become so challenging. You are not sure what to do, when to do it, or whether you can do anything at all.
Crisis
Life snuck up on you. Everything that could go wrong is falling down around you at once.
Burnout
“Don’t worry, I’ve got this.” You are not sleeping, not eating, not feeling well. Your smile hides the exhaustion.
Sunset Trail
The journey has ended for your loved one, but the grief is overwhelming while you struggle to get back to life without them.
Every tier below works in every phase, including Sunset Trail.
What you are actually learning
The Proactive Caregiver Method
Most caregiver advice tells you what to do. Manage medications. Take breaks. Nobody explains why it is so hard to actually do those things. The Method is built on five connected areas, and neglecting any one of them creates a vulnerability the others cannot cover.
01
Dementia Care Navigation
Understanding the disease so you can care for the person. Dementia types and misdiagnosis, anosognosia, communication frameworks, behavior as communication.
02
Advocacy and System Navigation
Learning to fight the systems while fighting for your loved one. The five invisible workloads, the Caregiver Compass, appeals and denials, the facility crisis.
03
Family Dynamics
When caring for a parent reveals everything unresolved between siblings. The Sacred Assignment framework, estrangement risk, protecting your marriage, the five types of grief.
04
Self-Care and Caregiver Health
Not bubble baths. Why your nervous system is hijacked, why your body stores trauma, and the voice in your head that keeps saying you are failing.
05
Financial Wellness
The CPA’s perspective on protecting what matters. The five essential documents, Medicare and Medicaid, spend-down rules, and recognizing financial exploitation.
How the pillars work together
You cannot do financial planning if you are too exhausted to think. You cannot regulate your nervous system if family conflict keeps triggering you. You cannot communicate with your loved one if you do not understand what dementia actually does to the brain.
The point is not mastering all five at once. It is seeing how they connect, so you can find where your biggest vulnerability is and deal with it before it takes everything else down.
What makes this different
| Free resources | Other coaches | The Proactive Caregiver | |
|---|---|---|---|
| Understands dementia | Yes | Yes | Yes |
| Understands finance | No | Sometimes | Yes, 28 years and a CPA |
| Personalized plan | No | Sometimes | Yes, updated quarterly |
| Ongoing support | No | Varies | Yes, community and calls |
| Crisis navigation | No | Rarely | Yes, non-clinical, in Tier Three |
| Covers all five pillars | No | Rarely | Yes, taught as one connected picture |
| Has lived it | No | Sometimes | Yes, 15 years and four misdiagnoses |
The fork every caregiver hits
Reactive caregiving, or proactive caregiving
Reactive caregiving is not a character flaw. It is what happens when nobody teaches you another way.
Reactive
You wait for the next crisis and respond to it. The fall. The wandering incident. The call from the bank about unusual activity. Each emergency forces a decision you were not ready to make, and each decision costs more, financially and emotionally, than it would have if you had seen it coming.
Proactive
You build the knowledge, the skills and the support before you desperately need them. You protect assets before they are at risk, align family before resentment sets in, and structure care before you are choosing from whatever is available on 48 hours’ notice.
What is actually at stake
If nothing changes
If you get ahead of it
Constant crisis response
Responding from stability, not chaos
Isolation and resentment
Supported and connected
Financial decisions made in panic
Finances protected, options understood
Family relationships fracturing
Family roles clarified, even if imperfect
Your own health collapsing
Your health treated as non-negotiable
Losing yourself in someone else’s decline
Remaining whole while caring for someone else
This does not mean caregiving becomes easy. It means you stop being destroyed by it.
Before you compare anything
Fifteen minutes, and you will know which of these you need
You tell Jessica what is happening with your family. She tells you which pillar your biggest vulnerability sits in, and which way of working together fits. If none of them do, she will say that too, and point you somewhere better.
Compare
The ways to work together
Three monthly coaching tiers and one self-paced program. Start anywhere, move when you are ready.
| Tier One Foundational Support |
Tier Two Guided Growth |
Tier Three Deep Transformation |
Trinity Toolbox | |
|---|---|---|---|---|
| Price | $89 per month | $249 per month | $400 per month | $275 per pillar, $700 for all three, one time |
| Best if | You are new or overwhelmed and need to get grounded. | You want accountability and a plan built for your family. | Your situation is complex or high-stakes and you cannot afford to get it wrong. | You want the framework without a monthly commitment. |
| Group coaching | Monthly, 60 to 75 minutes | Bi-weekly small group, 15 to 20 people | Bi-weekly small group, plus the grief group | Not included |
| One to one with Jessica | Not included | One 30-minute call per month | Additional 30-minute calls each month | Not included |
| Personalized plan | Not included | Yes, updated quarterly | Yes, updated quarterly | Not included |
| Commitment | Month to month | Month to month | Month to month | Buy once, lifetime access |
| Starts | Immediately after enrollment | Immediately after enrollment | After a discovery call to confirm fit | Immediately |
Not sure which one? That is what the call is for.
Why Jessica
Certified Dementia PractitionerCPA, 28 yearsAuthorCared for her own motherNationwide, virtual
Caregiving advice usually arrives one slice at a time. A social worker for the systems, a therapist for the feelings, a financial adviser who has never heard of anosognosia. Jessica works across all five pillars at once, which is the only way they can be worked, because each one fails through the others.
She lived it. She cared for her own mother through four years of misdiagnoses, vascular dementia, then bipolar disorder, then early-onset Alzheimer’s, and finally frontotemporal dementia, and she lost her health, her marriage and her identity to it. What pulled her back was understanding what caregiving actually does to a body, a family and a bank account. She has published more than 470 videos and 110 podcast episodes since.
The coaching tiers in full
Tier One
Foundational Support
“I need help, but I can’t do everything right now.”
$89
per month, month to month
For: new or overwhelmed caregivers who need guidance and emotional support to get grounded. This tier is intended to ground, stabilize, and begin the proactive journey.
- Monthly group coaching Zoom call, 60 to 75 minutes
- Foundational curriculum, self-paced
- Guidance on setting boundaries, communication, understanding burnout, and navigating grief
- Private community space for reflection and discussion
The outcome: you stop feeling alone. You learn the fundamentals that every caregiver needs. You find your footing before the ground shifts again.
Tier Two
Guided Growth
“I want real change, not just survival.”
$249
per month, month to month
For: caregivers ready for accountability, clarity, and skill-building. You are done treading water. This tier is intended to strengthen, adapt, and prepare for later stages.
- Everything in Tier One
- Bi-weekly small-group coaching, second and fourth week of each month, 15 to 20 people
- Personalized caregiving plan, updated quarterly
- One 30-minute one-to-one coaching call per month
- Mid-point progress review
The outcome: you have a plan that is actually yours, built for your family and your situation, rather than generic advice. You are not just coping.
Tier Three
Deep Transformation
“I can’t afford to do this wrong.”
$400
per month, month to month
For: high-stress caregivers, professionals juggling demanding careers, or families with complex dynamics. This tier is intended to integrate, transform, and sustain growth.
- Everything in Tier Two
- Additional 30-minute one-to-one coaching calls each month
- End-of-life preparation and grief support, in a separate small group
- Quarterly live workshops with guest experts
- Non-clinical crisis navigation coaching
- Priority access and support
The outcome: you come out the other side with your finances intact, your family intact, and yourself intact.
Prefer to go at your own pace
The Caregiver’s Trinity Toolbox
Not ready for a monthly commitment? The Toolbox gives you the complete system to work through whenever you need it. It is not a course to complete while you are already drowning. Use what you need, when you need it.
Financial Wellness
Protect your legacy. Best if you are worried about money, legal documents, or asset protection.
Lifestyle Wellness
Protect your sanity. Best if you are running on empty and your physical health is suffering.
Spiritual Wellness
Protect your soul. Best if you are struggling with grief, emotional weight, or end-of-life fears.
Three modules, 61 videos, roughly 15 hours, plus downloadable workbooks and journaling prompts. Lifetime access.
One pillar$275
Two pillars$550
All three$700
Save $125 on the complete set. Tier Two and Tier Three members add the Toolbox at a member discount.
Every tier follows it
The quarterly curriculum
Quarter one
Stabilization and boundaries
Get grounded. Stop the bleeding. Learn to say no.
Quarter two
Communication and advocacy
Speak up for your loved one and for yourself. Navigate systems and family.
Quarter three
Emotional resilience and grief
Process what you are carrying. Build capacity for the long haul.
Quarter four
Sustainability and future planning
Protect what matters. Prepare for what is coming. Build a life beyond caregiving.
Bring Jessica to your organization
Keynotes and corporate training on caregiving, dementia and the cost it carries into a workforce. 14 talks reaching more than 2,780 caregivers.
Questions before you start
How do I know which tier is right for me?
Tier One if you are new or need to start slow. Tier Two if you are ready for real accountability and a personalized plan. Tier Three if your situation is complex, high-stakes, or you need the highest level of support. Not sure? Book a discovery call.
What is the difference between the Toolbox and coaching?
The Toolbox is self-paced, so you learn the frameworks on your own. Coaching adds accountability, community, and direct access to Jessica. Most people need both: the knowledge and the support to implement it.
When do the calls happen?
Tier One: first week of the month. Tier Two: second and fourth weeks. Tier Three: weekly touchpoints. All calls are virtual.
Is there a contract?
Monthly is month to month. Prepaid options, 6 or 12 months, offer savings and include the full quarterly curriculum.
What if I miss a call?
You receive recap details. Life happens, especially for caregivers.
Can I upgrade later?
Yes. Many people start at Tier One, find their footing, and move to Tier Two when they are ready for more.
What if I am already past the crisis phase?
The tiers apply to every phase, including Sunset Trail. Grief support and “what now?” planning are built into the curriculum.
Do you work with families outside Texas?
Yes. While some financial strategies are state-specific, the core coaching and planning work applies everywhere, with specific steps.
What is the difference between this and therapy?
Jessica is not a therapist and does not do clinical mental health work. She is a coach and strategist who helps you build a plan, execute it, and stay sane while you do. Many clients work with both a therapist and Jessica, because they serve different purposes.
How quickly can I get started?
Tier One and Tier Two: immediately after enrollment. Tier Three: after a discovery call to confirm fit.
Not sure where to start
Still not sure where to start?
Fifteen minutes, to work out whether this is something she can help with. If Tier One is enough, she will say so. If you need an elder law attorney or a different specialist entirely, she will point you there.
Jessica Cannon is a CPA and a Certified Dementia Practitioner. She provides financial coaching, not legal or medical services. For the legal instruments themselves, including wills, powers of attorney and guardianship, you will need a licensed attorney in your own state. Medicaid and long-term care rules differ by state and change over time, so any Texas detail here is an example rather than a rule that will apply to you.
