
Health & Welfare Specialization
We professionally coordinate services, care, placement changes, and support,
for a person with any ability, through all life transitions.

Contracted Services
We are a "safety net". Our clients enter into an agreement
with us to utilize our skill-sets whether or not we serve from
a place of legal authority. Why? Because it is common for
people to decline as we age, needing more and more help
along the way, but not necessarily due to a lack of capacity.
The goal is to support you without us taking full control,
unless or until we have to.

Menu of Contracted Services
-
Care Management
-
Case Management
-
Daily Money Management
-
Bill Payment Services
-
Beneficiary Advocate
-
Conservatorship Consultant
-
Family Consultant
-
Informal Assistance
Limitations of Practice
-
We do not provide medical or legal advice or services.
-
Unless a person is incapacitated and we have authority as an agent with power of attorney, or we are their conservator, we do not make decisions or requests on behalf of individuals.
-
We do not act as a messenger or advocate on behalf of an individual, other than our client, with the goal of influencing or changing the mindset of a loved one, a clinician, or an associated professional.
-
We do not perform personal care, but we do put those care services in place on your behalf.
-
We engage with qualified financial advisors and licensed medical practitioners on your behalf.
-
We do not accept gifts or bequests.