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We Believe our Free & Simple Process can Save you Time & Trouble

Consult an Advisor

Phone or In-Person Consultation to learn about your unique situation.

Learn Available Options

Detailed discussion to understand your care needs, living preference, & financial considerations.

Visit Places

We accompany you to each community to explain why it made to the list.

Get Support

Our unique perspective to guide you in decision making.

We strive to make the senior living advising process simple and stress-free. We advise anyone with a loved one over the age of 55, who may need additional assistance, to start the process of finding senior living options sooner rather than later. It is hard to compare the hands-on, intimate, compassionate service that we provide to you when you consider the distance and lack of involvement from national companies that service individuals and facilities across the country.

Our service is offered at no cost to you or your senior, saving you many hours of research and legwork. No matter your specific circumstances, we can help you take a look at all of your options and find the right senior housing solution for yourself or your loved one. We’ll walk you through the process and help you understand what to expect every step of the way.

Our structured and proven senior living advising process ensures you find the best fit possible.

STAGE 1: Initial Conversation

Let’s Talk

The senior living advising process may be initiated online or over the phone. We begin with a brief, informal phone conversation, this usually takes 15 to 20 minutes to complete, to help us get to know your unique situation and better prepare for our in-person meeting.

STAGE 2: Personal Needs Assessment

In Depth Assessment of your Needs

We will meet with you personally to get a detailed understanding of your needs, interests and concerns, as well as answer all of your questions. The advisors will ask questions that pertain to the needs of the senior, such as mobility-based needs, challenges with dressing, bathing and other personal care activities. We also ask questions pertaining to finances, geographical preferences, and services desired. We discuss cognitive and memory concerns, areas of interest and hobbies of the senior. This allows us to identify the best communities that offer the care and services required. We will educate you on what options best fit your situation.

We also look into available funding options, such as Veteran’s Aid and Attendance, Long Term Care benefits, Insurance Policies, Tax Planning, Reverse Mortgages i.e. any other financial resource that can help reduce your anticipated monthly senior living cost.

STAGE 3: Community Match

Thoughtful Analysis & Recommendations

Based on the information we gather from you, we research and narrow the list of communities meeting your needs, interests, budget and location preference. The communities we select are ones we have already visited with and physically pre-screened on your behalf. We have met the management team or owners, caregivers, staff. We know what the facility looks like and we know how it operates and has performed in past.

We understand how well the community is performing against state standards and understand what the community is good at – in short, since we interact with them regularly, we know what isn’t in the community’s glossy brochure.

STAGE 4: In-Person Tours

Seeing is Believing

We coordinate & attend tours with you, including transportation to the selected communities and explain why they were chosen including quality levels of caregivers, nurses, and doctors. There are many different types of senior care assistance and living options and understanding the benefits and limits of each one will help you make the right decision. It’s also important to remember that needs may change over time, so you’ll want to consider carefully the potential for care requirements in the future. It helps to look things from a Senior’s needs perspective.

STAGE 5: Discussion, Decision & Move-in

With you at Each Step

We sit down to discuss your feedback on each community. What you did and did not like when visiting each community. If there are clarifications or questions needing to be answered, we get in touch with appropriate person(s) to get you answers. If there is a possibility of price negotiation with your chosen community, we can facilitate that as well.

Once completely satisfied, you make the selection and sign a contract with the community of your choice. We help with the admission process and paperwork. We offer resources to make this a smooth and seamless transition for your family, including home companion care companies, home health companies, downsizing companies, senior move managers, elder law attorneys, veteran’s benefits and more selection based on plan short term & long-term needs.


Knowing when it’s time to move an aging parent out of their home and into a facility that provides a safe and appropriate level of care can be tricky. You don’t want to take them out of their home and away from their independence before it’s necessary, but you also don’t want to wait too long and jeopardize their health or safety. While every situation is different, and you know your parent or care recipient better than anyone.

In some situations, the symptoms may be subtle and slowly get worse over time. Exploring options at the earliest signs of concern is always your best bet – when your parent is able to better understand and participate in the decision. You need to take immediate action and consider a move right now if your parent, or loved one, has any of these behaviors:

  • When home is no longer practical or safe. A lapse in home maintenance and routine tasks. Unpaid bills, a decline in housekeeping skills, and declining personal hygiene can indicate that your parent is overwhelmed and needs help.
  • When health suffers from poor nutrition or missed medications. Declining memory and cognitive skills. Trouble managing finances, missing appointments, repeating conversations or asking the same question over and over all point to a need for additional care and supervision.
  • When social isolation leads to boredom and depression. Changes in behavior. Avoiding social activities, abandoning hobbies, withdrawing or isolating, and showing increased mood swings are symptoms of emotional health concerns or early dementia.
  • When family and friends are voicing concerns. Driving mishaps. Scrapes and minor dents to the car indicate their driving skills are diminished–even if they don’t recognize it.
  • Leaving their home at odd hours or getting easily lost can put them in immediate danger.
  • A decline in mobility and stability. Balance issues, frequent falls, or trouble climbing the stairs or even making the bed are red flags that their safety is in jeopardy.
  • Mismanaging health needs. Not taking medication properly or an inability to manage chronic conditions such as diabetes means additional care is needed.
  • Aggressive or violent behavior. Radical behavior changes, especially if they involve aggression or violence towards themselves or others, requires immediate intervention.

  • If your parent shows any of these symptoms, you know that it’s time to make a move.

Need more information. Reach out to us today.

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