How does it work?

Drawing of an elderly man with glasses and a young woman looking at a laptop.

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

Family Clarity Visit — $80

As a first step, we get to know each other.

Wellness Plan — $500 per month

Month-to-month — cancel anytime.

Consistent presence with someone paying closer attention to your loved one’s life and noticing patterns before they become problems. We visit weekly and work with you to address what comes up, whether it is a safety concern, a financial irregularity, or a change in behavior.

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 medication timing, and advocacy with administration when needed

Coordination Hours — $75 per hour

Stand alone hours for coordination assistance

Coordination Hours are for families who need specific work handled rather than 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

Standalone Coordination Hours have a two-hour minimum per session. Wellness Plan clients can add hours at $50 per hour with no minimum.