Client Family Consultation

Our Promise

We add a highly personalized approach to help your family and provide a great deal of value beyond available information on-line.

We will:

• always be professional

• take the time to understand your specific situation

• always work to find the best fit for your unique needs

• recommend those communities we have visited and evaluated

• keep your contact information confidential to prevent unsolicited sales calls

Our Approach

Know the Options:  We save families time and stress by having done much of the leg work.  We have a deep understanding of the communities, owners and administrators in the area. 

Understand the Family’s Needs:  We will take the time to understand your specific needs in terms of these screening and matching criteria: Level of Care, Budget / Funding Sources, Geographic Location, Lifestyle Preferences, and Specialized Needs.

Discussion:  We will discuss those needs and help plan which communities to visit.

Central Point of Contact:  We will serve as the central point of contact for both families and communities.  We will coordinate updates, changes and news, in general.

Tours:  We will arrange tours of appropriate communities and accompany you on those tours.

Decision:  We will help you gather the information and contacts you need to make an informed choice.

Follow Up:  We will stay in touch before, during and after a move-in to help with a smooth transition.

• Notice of Representation and Financial Relationship – We provide you with a “Disclosure of Payment Agreement” explaining our marketing services for senior communities.