How does it work?
Clarity Visit — Free
As a first step, we get to know each other.
We visit your loved one at home (or in their assisted living community), see about their situation, and provide a summary of my observations along with recommendations for an engagement that makes sense going forward.
Includes:
Phone call with you beforehand so we understand your concerns and what triggered your call
In-person visit with your parent, at home or at their assisted living community
Summary with observations and recommendations
If your loved one is planning a move to assisted living or memory care, a clear picture of what needs to happen between now and admission — paperwork, timing, and decisions to prepare for
If your loved one is already in assisted living or memory care, observations on care delivery, medication administration, and how well the facility's care plan reflects their actual needs
Follow-up call to walk you through observations and discuss next steps
Coordination Hours — $75 per hour
Keeping things together for the family
Coordination Hours are for families who need specific work handled before ongoing oversight — a move to manage, a caregiver to oversee, or paperwork to sort out. We scope what needs to happen with you, do the work, and report back. Below are examples of the kind of work families engage us for.
Scheduling and attending follow-up medical appointments
Being present when new in-home caregivers start, checking that care is being delivered as expected
Observing and Coordinating with home health agencies or caregiving services
Handling insurance paperwork or claims and billing disputes
Reviewing and responding to mail from insurance companies, government agencies, or medical providers
Arranging home modifications for safety and managing repairs and maintenance projects
Setting up and troubleshooting phones, tablets, and medical alert devices
Gathering and organizing financial records, insurance policies, property documents, and existing legal paperwork to prepare for meetings with estate planning or elder law attorney
Managing the paperwork and process for a move into assisted living or memory care, such as the Physician's Report, Admission Agreement, and care plan review
Coordinating the logistics of a move between living situations, working with movers, organizers, and the receiving community
Providing outside oversight at an assisted living or memory care community, visiting regularly, observing care delivery, and advocating with administration when needed
Stand alone Coordination Hours have a two-hour minimum per session.
Wellness Plan — $500 per month
For a Richer Relationship with a “Surrogate Son”
You can't be there every week and the things that go wrong with an aging loved one rarely announce themselves. The Wellness Plan puts a consistent, trusted presence in your loved one's life: someone who notices the small changes, catches the issues early, tells you before a problem becomes a crisis, and advocates for your loved one's interests when it matters (with providers, facilities, and anyone else involved in their care).
Plan includes:
Weekly in-person visits with your loved one with email update
Monthly summary and family call on general well-being and notes on safety, financial, and behavioral issues
Watching for targeted scams: suspicious mail, phone calls, interactions and financial solicitations
Same-day notification if we observe anything during a visit that needs your immediate attention
Help during visits for simple asks such as setting up a medication reminder, troubleshooting a phone or computer, reading a confusing letter, calling a doctor's office to schedule, answer general questions
A Central Family Document, built over time, covering your parent's health providers, medications, insurance, emergency contacts, key documents, and life details — prevents scrambling for critical information when major event happens
Same approach if your loved one is in assisted living or memory care — weekly in-person visits at their community, attention to care delivery and advocacy with administration when needed
*Wellness Plan clients can add hours at $50 per hour with no minimum.