Life Planning/Care Management

client-services-life-planningFrom finance to health to personal care, there’s always room for support. Our comprehensive life/care plan identifies the most applicable, effective community services, networks and partnerships. Then we make those connections happen.

We make sure that our clients and their families or caregivers understand not only what the options are but how to start using them right away.

About-why-work-with-usCare Management – An outside consultant providing continuity of care

Once a client’s recommended services are defined, we put the life/care plan to work. We identify the most appropriate and affordable community partners from a list that may include any of the following: attorneys, trust officers, accountants, financial planners, investment advisors, doctors, psychologists, psychiatrists, clergy, designated staff in assisted living facilities, hospitals or rehab centers.

Next, we coordinate and maximize services from the entire network, providing value and peace of mind to our clients and their families.