The Scope of What We Do
Planning
Mapping out your future begins with clarifying your desires and needs. From here we can work with you to craft a plan for each piece of the Aging Puzzle.
- Continuum of Care / Medical
- Financial / Budgeting
- Legal / Estate
- Personal / Administrative
When complete, you will have a document that outlines your preferences for multiple scenarios and highlight any remaining decisions to be made.
Implementing and Coordination of Plans
A few of the ways we can assist …
- Interviewing and vetting care personnel
- Coordinating medical appointments
- Researching/vetting/negotiating with living options
- Regularly assessing needs
- Navigating moving residences
- Assist unraveling bureaucratic messes
- Available as a designated guardian
- Ensuring bills are paid and accounts are reconciled
- Research and vet financial service professionals
- Interface with trust departments
- Coordinate professional services
- Manage household vendors and services
- Organize and backup physical and digital documents and data

Plan Your Care
We provide resources for:
- Senior Care
- Elder Care
- Planning End-of-Life Care
- Managed Care
- Healthcare Consulting
- Long-Term Care
- Home Care
- Nonprofits
- Social Services
- Budgets
- Medicare
- Small Business
- Hospitals
- Program Development
- Case Management
Talk to Us Today
Plan your care today. Get in touch now, and we will figure it out together.