Inserts a new section 415, “Financial planning services,” into Title IV of the Older Americans Act of 1965 (inserted after section 414).

Defines “family caregiver” to mean (A) an adult family member or another individual who is an informal provider of in‑home and community care to an older individual or to an individual of any age with Alzheimer’s disease or a related disorder with neurological and organic brain dysfunction, or (B) an older relative caregiver; and explicitly excludes individuals whose primary relationship with the care recipient is based on a financial or professional agreement.

Defines “older relative caregiver” as a caregiver who (A)(i) is age 55 or older and (A)(ii) lives with, is the informal provider of in‑home and community care to, and is the primary caregiver for, a child or an individual with a disability; (B) for a caregiver of a child, additional conditions: (i) is the grandparent, stepgrandparent, or other relative (other than the parent) by blood, marriage, or adoption, (ii) is primary caregiver because the child’s biological or adoptive parents are unable or unwilling to serve as the primary caregivers, and (iii) has a legal relationship to the child (legal custody, adoption, guardianship) or is raising the child informally; and (C) for a caregiver of an individual with a disability, is the parent, grandparent, or other relative by blood, marriage, or adoption of the individual with a disability.

Authorizes the Assistant Secretary to make grants to eligible entities to provide financial planning services related to the needs of family caregivers.

Specifies which entities are eligible to receive grants: a State or local government agency, a nonprofit organization, an area agency on aging, the provider of a multipurpose senior center, an institution of higher education, or a tribal organization.