Advisory Service

We offer this service to community members who want us to act in their best interests.

Unsure of all of your senior care options and want to make sure you find the best regime for your loved one? We are here to help craft a solution based on family and financial resources, in addition to the client’s desires and health care needs.

After sharing your contact information with us, you will be assigned an advisor. Your advisor will use our 4-step process to learn about you and then recommend, introduce, or schedule a few providers for you to interview. Because we aggregate your preferences, perform the search, and provide transportation services, our process takes much of the workload off your hands while making your search effective. We begin by defining your preferred location. ​​

Home, family, friends, shopping, restaurants, green space, accessibility, and public transportation are the most popular aspects that influence our clients’ preferred locations. Based on your preference, we will use our database of providers and map of communities to narrow your search.

​Next, we will help you select a provider type based on your loved one’s health. Each provider type offers various levels of care, autonomy, and comfort. There are thirteen broad types of senior care providers: companion care, personal care, home health, senior centers, adult day care, hospice, independent living, assisted living, group homes, residential assisted living, CCRCs, memory care, and nursing homes. Your advisor will be trained to teach you about these providers and help you choose one.

We will listen to your care preferences, daily care needs, care concerns, and then identify which of the instrumental activities of daily living (IADLs) and activities of daily living (ADLs) that your loved one can do on his or her own. Based on your answers and our process, we will recommend a provider type.

Afterwards, we assess the cost of the provider. Over the long run, senior care can cost as much as a house – and sometimes more. During the optional, third step of our process, we conduct an affordability analysis based on our estimated time that your loved one needs care, the provider type that you choose, and wealth of the sponsor.

We have developed a proprietary financial model, which we use to estimate the total cost of senior care that the sponsor can expect to pay, including home modifications and other out-of-pocket health care costs. We compare our projected cost to the sponsor’s wealth, income streams, and other forms of financial aid they may receive during the same time period. When we conclude our analysis, we will show you a scenario like the one below:

The downward-trending blue line demonstrates that as this client pays for senior care, his wealth declines. That’s because he chose to pay for care that exceeded his monthly income. For this particular client, we estimated that he will need care until he turns 95. Because the blue line is above $0 at the end of our projections, based on our assumptions, this client can afford a care regime similar to the one we have modeled.

Yes, senior care can be expensive but not always. There are many affordable options out there. And, not only can we discuss low-cost care options for your loved one, we can also discuss ways to reduce the sponsor’s out-of-pocket cost, such as changing the setting of care, choosing affordable senior care, negotiating lower monthly costs on the sponsor’s behalf, applying for veterans benefits, applying for Medicare and Medicaid subsidies, applying for government subsidies, and monetizing insurance policies and other assets.

At this point in our search, we haven’t considered the aspects of your loved one’s life that bring him or her the most joy. We will change that during the fourth step of our process, lifestyle assessment. This is one of the most important aspects that we will help you consider when selecting a provider. The industry is changing and care providers are adapting to the changes by making their care more engaging, fun, and joyous. Our goal is to recommend a care provider around which your loved one will feel good about being themself.

Religion, pets, diet, hobbies, culture of facility, demographics of residents, and family are a few of the many lifestyle aspects that our clients ask us to consider when we help them create a plan.

After concluding our 4-step process, your advisor will have enough information to recommend a few plan-options. Based on your preference, we will then connect you with the providers that will help make your plan a reality.

If you like at least one provider that you connected with, then let your advisor know. He or she may be able to negotiate a better rate on the sponsor’s behalf. If you would prefer to keep searching, we understand that too. Let your advisor know, and then he or she will refine your search or even amend your plan.

Choosing the right senior care provider can be the difference between a happy and uncomfortable retirement. It’s important to get it right the first time. Let us help you build a strategy and then guide you through the steps that you need to take to get there.

We charge $1,200 for our Advisory Service, which among other benefits, includes: (1) ability to refer to all senior living providers within the DMV area; and (2) create crafty solutions that significantly reduce families out of pocket costs. Currently, we offer our Advisory Service in Maryland, Virginia, and the District of Columbia.

Providing Customized Advice

Companion care

Personal care

Home health

Independent living

CCRCs

Adult day care

Senior centers

Assisted living

Group home

Residential assisted living

Memory care

Nursing home

Respite care

Hospice

Upon Request, Recommending

Contractors

​Downsizers

Movers

Real-estate agents

Junk removal services

Elder law attorneys

Money managers

Mental health clinicians

Personal trainers

Occupational therapists

Chiropractors

Physicians

$1,200.00

The Advisory Service is one we offer to community members who would like help navigating senior care.

Please read the terms & conditions of our Advisory Service before proceeding to payment. Upon paying, you agree to the “terms & conditions” herein.

You may also read more about Advisory Services at our Advisory Service page