Common Scenarios

Consider the following starting with the 5 W’s:

  1. Why

  2. What’s the plan and process

  3. Where

  4. When

  5. Who is in charge…?

    • Dad’s physical and mental capacities are diminishing. It has become far too much for Mom to try to manage because of her own diminishing capabilities. The kids are pitching in but can see that the family must decide with Mom and Dad whether to have Mom and Dad age-in-place or move to a continuing care facility.

      • How does the family research this, speak with each other and produce a plan and process for Mom and Dad’s on-going care that everyone can agree on?

      • What is everyone’s roles and who is in the lead caregiver?

    • Dad, Mom and the family have not yet put their plan together. Mom falls and breaks her hip. She needs to find a rehabilitation center and then ongoing in-home care.

      • Who and how does the family find the rehabilitation center?

      • How do they determine how much in-home care will be necessary and find the in-home care agency?

      • Who makes the calls?

      • Who is taking care of Dad while Mom is in Rehab?

      • What are the short and long-term plans?

    • A family member who had taken on the non-designated lead as the primary caregiver is suddenly incapacitated or unavailable while all this is going on.

      • Who assumes their responsibilities, and does the rest of the family have all the information and an understanding of what the family member was responsible for?

      • Is there a document that explains their responsibilities, the processes involved and the contacts for the various resources?

      • How does this affect any Health and Legal Documentation?

      • Who is in charge to get everything back in order?

Our Services

  • Understanding your situation and providing an efficient, agreed-to plan with suggested project management tools (Physical & Digital Binders and Process) to keep the plan on track.

    • Coaching & Project Management.

    • Providing referrals to various service providers.

      • Geriatric Care Managers, In-Home Care Providers, Senior Housing Specialists, Continuing Care Facilities, Senior Realtors, Senior Movers, Elder Law Providers, Senior Financial Planners, Aging-in-Place (AIP) / Accessory Dwelling Unit (ADU) Contractors, etc.

    • Enabling family communication. Acting as a central point of contact for progress reports and Family check-ins which is especially helpful for long-distance family caregivers.

    • Larger Projects - AIP & ADU Plan Setup, Referrals & Contractor Management. Working with your Children and Grandchildren to get their plans in place.

    • Checking In - Regularly scheduled proactive plan evaluation and modification meetings once your plan has been enabled every 2-6 months depending on your situation and needs.

      • Suggested. Why?

        • The major benefit for checking in is that it puts us in a better position to identify potential issues and proactively modify the plan as necessary.

    • Jumping In – Available to you at any time, especially when things go sideways.

      • Every situation is different. There are both slow, anticipated changes and sudden, unanticipated changes. We will help you find the resources you need at any time, 7 days a week.

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