Placement & Services

• Providing partners our in-depth discovery details obtained during our initial conversation.

• Navigating family dynamics, expectations and desires by creating a collaborative and joint vision of the next chapter.

• Tailored community suggestions based on client care needs, lifestyle preferences and budget

• Scheduling, coordinating and accompanying clients on all tours. Ensuring pertinent questions are asked and introducing clients and their families to community leadership teams.

• Ongoing communication and education between family members, providers and any other parties involved in the process.

• Arrange Physician's Report 602 and delivering to client's selected referral communities.

• Coordinating community assessments and assisting with move-in paperwork.

• Scheduling movers, managing transportation, and ordering DME equipment as needed.

• Connecting with families and clients for home caregiving services, home health companies, hospice agencies, attorneys to establish power of attorney (POA), fiduciaries and other senior industry partners.

• Day of facilitation to ensure things go smoothly and that the family feels well supported.

• Lifetime of advocacy and ongoing after placement for our clients and their families.



• Bi-monthly support groups for families

• Experienced Realtors® on our team can assist in the potential sale of a home at a reduced average commission rate so clients keep as much money as possible for their care costs.