Senior Planning Services

Introduction to Senior Planning Services

"I built this site with love. As I navigate the aging process myself and help others do the same, I realized there is no ‘class’ that prepares us for this stage of life. My goal is to create a space where you can find real answers and explore your options. Every person I meet has a unique story and different needs. That’s why I offer a FREE Consultation—to help you think through your choices and plan for a future that fits you perfectly."  

Services where I am paid include housing sales, relocation, senior loans, and senior placement.  I research and vet folks for this site who genuinely care about my clients' best interests.  As my clients share feedback, I add the information to this site to help all of us meet our goals.

Free Consultation - Free Planner

• What to expect: We will chat about your immediate and/or future needs and bounce ideas around.  Whether for you or a family member, this consultation will leave you in a better place for planning your future.

• Free Planner:  "This Personal Planning Guide is to help you navigate the road ahead with confidence. It’s a collection of wisdom and resources designed to help you stay in the driver’s seat—ensuring your future is handled on your terms, so your loved ones can access information and direction that you supply for them." 

Paying for Services

• My compensation comes from home sales and/or referrals.  Originating Reverse Mortgages and, if moving to Assisted Living, the Community pays me a referral fee.  Move-Out Services vary...see pricing.  

• No advanced payments from Seniors or their families.  

• Note: Affiliated Vendors such as Attorneys and Financial Planners have their own fees.

Notice:  If you have a current Realtor you are working with, please let me know.  I respect other Realtors and will work with them to fill any gaps with my services.

Why Work with Us

• We CARE about making sure all the folks we work with have the information to make informed decisions.

• We realize that many times decisions are made based on needs, not as much on wants, as we get older.  This means having a plan customized for you is most important.

• In Florida, many seniors' families live too far away to be able to respond to the needs of their senior family member(s).  We do not charge to assist seniors in finding their new home that meets their needs.  We are paid by the communities for assisting in this process of helping folks find the right place for their needs.

• We assist with the sale of the home with either a fast cash purchase or listing the property for a traditional sale, based on the best possible scenario for our clients.

What Does a Senior Planning Advisor Do?

• Help individuals and families understand their senior care options by listening to their needs and wants so they can make their own decision on what meets their needs.

• Match you up with a community based on your needs and budget.

• Tour facilities, communicate with staff, and assist with your decision-making by reviewing places with you.

• Compare the difference in care levels and average cost of care.

• Discover different levels of care available and average care costs.

Places to Relocate

If you can no longer live in your current home, I'll help you consider your options based on your current and future needs.

New Home

• Downsize to a smaller, more manageable home

Senior Living Communities

• 55+ Senior Communities

  • There are many options when it comes to living in a 55+ Community and what amenities meet your needs.  Think about what you like to do and how important it is to have services nearby.

  • Amenities to choose from, like golf, swimming pools, community events, and more

• Support Service or Full Service

Assisted Living Communities

• Assisted living comes in many levels of care depending on what your needs are at the time. 

• Long, Short, or Interim care

Relocation out of State

• When a Senior is moving from the state of Florida to another state, we offer a referral and relocation program coordinated with select Realtors throughout the United States, allowing us to coordinate the move and transition smoothly.

Long Term Care

• I'll help you find the right place for your wants and needs.

Move-In with Relatives

• Whether  temporary or permanent, this option keeps you around family 

• Share living space and expenses