Services

I aim to help my clients maximize their independence and autonomy while ensuring their safety and well-being. With compassion and my decades of experience and knowledge of the complex care industry, I build personalized plans for the future and develop supportive teams for both older adults and individuals with intellectual and developmental disabilities.

In addition to providing services to my clients, I work directly with probate and elder law attorneys, Professional Fiduciaries, financial advisors, the courts and other professionals. Learn more on my trusted advisors’ page.

Consultation

Review and explain the continuum of care
Review medical conditions
Provide relevant referrals

Assessment

Holistic, comprehensive assessment of cognitive, emotional and physical functioning; home environment and safety; and social engagement and support, including input from loved ones
Review medical, legal and financial issues and refer to appropriate specialists
Referrals to leading professionals such as physicians, home care agencies, daily money managers, ADA-compliant mobility and accessibility experts, senior move managers and professional organizers
Referrals to trusted advisors such as Professional Fiduciaries, attorneys and financial planners
Screening for eligibility for benefits
Written Care Plan summarizing the findings

Planning

Plan for the future and optimize care
Assist in maintaining the client’s control over decision-making
Ensure client’s wishes are followed
Help resolve family conflict
Identify when to involve others in the client’s care
Assist with relocation and transitions
Provide strategies to prepare before there is a crisis

Ongoing Oversight

Implementation of recommendations, including coordinating with appropriate services and care providers
Ongoing monitoring and support, including regular visits, assistance with transitions and liaising with medical providers
Consultation and supportive counseling, including caregiver and family support
Assistance with long-distance caregiving