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