Services

Every plan is customized to your needs. The services below are a beginning — our work is defined by what each client requires, in any given week, on any given day.

Administrative & Personal Management

—Management of mail, bill paying, paperwork, documents, financial (non-investment)
—Email, text and phone oversight and correspondence on your behalf
—Calendar management for appointments, personal/family events with reminders
—Errands, personal and gift shopping

Health & Wellness Support

—Scheduling and coordination of medical appointments, tests and procedures
—In appointment presence to advocate and ensure clear communication, with summary reports of key information
—Medication organization with reminder systems
—Meal planning and prepartaion of your favorite recipes tailored to your health needs

Home & Household Oversight

—Organization of living spaces, institution of household systems to create ease of living
—Oversight and coordination of home maintenance and home repairs with vetted vendors
—Home safety modications and memory enhancements

Senior Living Transition

—Guidance exploring Assisted Living Facility options with your cognitive, physical, social and financial needs as paramount guidelines.
—Objective, need-based recommendations with detailed comparative information.

Complete Move Management — With Care & Sensitivity

—Space planning for a comfortable and familiar new space
—Sorting sentimental, essential belongings and items of value to be sold and/or donated
—Managing appraisals, related transactions and donations
—Full coordination of packing and safely preparing your items
—Complete oversight of move day and setup within first day of arrival

Home Sale Coordination

—Preparation of home for highest value sale
—Coordination and oversight of process, professional referrals to trusted professionals

Engagement

Customized to your needs

Services are tailored to the scope of involvement, with the flexibility to expand during travel, recovery, or life's larger occasions. Fees are discussed in confidence following an introductory consultation.

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