Consultations & Care Planning
To identify needs, clarify options, and outline an actionable path forward.
Ideal For:
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Individuals planning ahead for themselves or a loved one
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Families feeling unsure where to start
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Adult children supporting aging parents from near or far
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Anyone seeking clarity before making care or housing decisions
Includes:
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Comprehensive intake and assessment
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Discussion of medical, social, and financial considerations
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A written summary with prioritized next steps and resource recommendations
Format:
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Virtual or in-person sessions
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Typically 60–90 minutes
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One-time consultation or entry point into ongoing support
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Optional follow-up through Care Management or Concierge Support
Ongoing Care Management
To coordinate and oversee care plans, ensuring continuity and peace of mind.
Ideal For:
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Families managing complex or changing care needs
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Long-distance caregivers who need eyes and ears on the ground
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Clients who want professional oversight and continuity
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Situations involving multiple providers or transitions
Includes:
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Regular communication between family, care teams, and service providers
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Monitoring changes in care needs and adjusting plans accordingly
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Assistance with navigating complex systems such as Medicare, Medicaid, Veterans benefits, and long-term care
Format:
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Ongoing monthly engagement or hourly support
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Time tracked in 15-minute increments
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Combination of virtual check-ins and in-person coordination as needed
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Designed to evolve as circumstances change
Advocacy & Family Mediation
To bring clarity and harmony to family decision-making.
Ideal For:
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Families experiencing disagreement or communication breakdowns
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Siblings navigating shared caregiving responsibilities
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Situations involving major decisions (care level, housing, safety)
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Families seeking a neutral, compassionate third party
Includes:
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Facilitated family discussions to align goals and expectations
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Neutral guidance in emotionally charged situations
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Written follow-up summary of agreements and next steps
Format:
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Structured virtual or in-person sessions
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Individual family meetings or multi-family-member conversations
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One-time mediation or short-term engagement
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Follow-up support available as needed
Concierge Support
To simplify daily life and remove logistical burdens.
Ideal For:
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Clients overwhelmed by day-to-day logistics
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Families managing multiple responsibilities
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Those navigating transitions such as relocation or care changes
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Individuals who value hands-on, personalized support
Includes:
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Coordinating care services and appointments
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Managing home safety, moves, or downsizing
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Organizing documents, bills, or care-related tasks
Format:
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As-needed assistance or ongoing support packages
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Virtual and in-person coordination
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Flexible scope based on client needs
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Often paired with Care Management or Consultations
Education & Empowerment
To prepare and inform families, caregivers, and professionals.
Ideal For:
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Families who want to plan before a crisis occurs
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Caregivers seeking knowledge and confidence
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Employers, community groups, and organizations
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Anyone looking to better understand the aging journey
Includes:
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“Plan Ahead Kits” and downloadable tools
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Live or virtual workshops on proactive aging, caregiving, and communication
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Corporate and community speaking engagements
Format:
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Workshops (virtual or in-person)
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One-time events or series
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Customizable content for organizations and communities
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Scalable for individuals, families, or groups
