Initial Consultation
The initial consultation is a crucial first step in our process. This is an opportunity for us to get to know you and introduce our services. The more we learn about your needs, the better we can assist you. This consultation typically takes place over the phone or virtually and lasts about 20 to 30 minutes. There is no charge for this service.
During our conversation, we’ll discuss your timing and plans:
- If you’re considering a move within a year, we prefer to arrange a one-on-one meeting in the comfort of your own home. This allows us to personally connect and better assess your unique situation. In most cases, our services are 100% free to you, depending on how much research you have already conducted.
- If your timing is uncertain or you’re preparing for the future, we’re happy to meet in person, though our time would be billable at our published hourly rate. (See our Fee Schedule.)
We understand that choosing senior housing can be complex, and we’re committed to guiding you through a proven process that has helped many families make safe and wise choices.