We conduct a thorough assessment to understand the unique needs, preferences, and goals of clients and their loved ones.
We provide detailed checklists and hands on support during spousal death or illness, including managing task lists, gathering documents, and interfacing with 3rd parties, such as insurance agencies, caregivers, and financial institutions.
We act as a central point of contact to coordinate aging planning, including working with legal professionals, tax advisors, insurance agents, healthcare providers, and other experts.
We provide general assessment of financial health with a focus on cash flow needs and monthly/annual budgeting. If needed, we can oversee bill paying and financial management. We provide referrals for financial advisors and tax accountants.
We identify required legal documents, including trusts, wills, healthcare directives, financial and medical powers of attorney, property titles, and designated beneficiaries. We can provide a list of attorney referrals as necessary.
We assess current and long term care needs and provide cost analysis, feasibility, and scope of options available. We refer clients to geriatric care managers for coordinating communication and appointments with doctors, home health services, and specialized therapies.
We assist clients in selecting the most suitable senior living communities and arrangements, including independent living, assisted living, memory care, and skilled nursing. We can also provide and overview and referrals for home modifications to age in place.
We can assist with the preparation of an ethical will and consolidate important life management information into organized digital folders and hard copy binders.
We offer guidance and education to family members navigating the challenges of caregiving and aging-related issues, including information on local support groups, respite care programs, and other resources.