CARE MANAGEMENT: PLANNING AHEAD

​What are the First Steps...

When it comes to our loved ones, we will do anything in our power to make sure they are taken care of. However, it can become very overwhelming navigating both their life's next steps and our own.

Over these next few blogs, we will provide you information on how to be successful in care management and how to begin down the path of success with support as you prepare and plan their care.

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Family Consultations

This is usually the first step when it comes to the care management process. Starting with an in-depth Family Consultation is they key to navigating a peaceful path through the maze of all things senior. We work with all key members to put a plan of action in place with our advance planning support.

This is the time to express your needs and concerns and address the vital parts of your loved ones life that needs attention.

​Our services vary per individual family needs, but may include:​

• Creating and/or Administering Care Plans (long term plan of actions to guide you as you guide your loved one)
• Organizational support for daily caregiver duties, accountability and oversight, assistance with scheduling
• Long-Term Care Insurance policy administration
• Contingency planning, end of life documents and more
• Appointment accompaniment
• Advocacy for needed resources
• Visits to your loved one and keeping them connected to family and friends

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What you can do right now!

Gather the Essential Information About Your Loved One. You, as a part your loved ones care team, need to have in place important account information, financial information and so much more.

• Mortgages
• Car loans
• Credit card balances and promissory notes.
• Subscription services

• Money market accounts
• Mutual fund and brokerage accounts
• Treasury accounts
• Utility accounts

Click here to download a copy of our 'Essential Information About Your Loved One'