Future Planning

We understand many people are unsure of their timing and/or want to develop a plan for the future.  We are happy to help you develop this plan.

We normally prefer to meet with you in the comfort of your own home since understanding your current lifestyle is important part of this equation.  We have an open dialog about your thoughts, concerns and preferences.  We discuss the current market and provide an overview of the types and costs of the various senior housing options available.  We discuss qualifications both medical and financial and also the pros and cons of not moving and hiring home health care instead.  We value our relationship with you and in many cases, we have on-going communication with you and if desired, your family.  We are also available should an immediate need arise.

If you are interested in scheduling a meeting with us, please give us a call at 239-595-0207

Please note. Future planning consulting is charged at our current published rate.  Please see Fee Schedule.