Service Plans
Choose the level of support that fits your aging journey. Whether you're looking for self-guided resources, expert planning, ongoing guidance, comprehensive implementation, or targeted assistance, our service plans provide the right balance of insight and action to help you navigate with confidence.
COMPASS
Self-Guided Resources
A comprehensive resource roadmap for navigating aging with clarity and confidence.
Includes:
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Digital guidebook series covering all 5 key planning areas
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Printable worksheets and checklists
Ideal for: Independent planners looking for a structured approach to aging-related decisions.
AVAILABLE SPRING 2025
DIRECTIONS
Personalized Planning Consultation
Personalized guidance to set your course with confidence. We assess your situation, identify key challenges, and provide tailored recommendations.
Includes:
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60-minute assessment (virtual or in-person)
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Custom written action plan
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Prioritized recommendations across relevant planning areas
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Connections to vetted service providers as needed
Ideal for: Families facing aging challenges who need expert insight to create a clear plan.
NAVIGATOR
Ongoing Professional Guidance
90 days of strategic support to help you navigate decisions with confidence.
Includes:
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COMPASS Self-Guided Resources
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All DIRECTIONS services, plus:
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Two 45-minute monthly review consultations (virtual or in-person)
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Plan adjustments based on evolving needs
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Email support (3-business-day response)
Ideal for: Families seeking a structured approach to create and execute a clear aging plan.
PATHFINDER
Comprehensive Implementation and Support
Our most comprehensive offer, providing strategic direction and hands-on implementation to ensure critical plans are executed effectively.
Includes:
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All NAVIGATOR services, plus:
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Hands-on implementation– Up to 10 hours of active coordination, including:
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Strategy meetings (in-person within service area or virtual)
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Direct communication with providers
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Coordination of essential requirements and personalized solutions
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One facilitated family meeting (virtual or in-person)
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Priority email support – Response within 2 business days
Ideal for: Families navigating complex transitions, long-distance caregiving, or limited time—who need both expert guidance and hands-on implementation support.
TARGETED SUPPORT
Specialized Hourly Assistance
Flexible hourly support for specific challenges and tasks. Get expert guidance and hands-on help tailored to address urgent needs quickly.
Common Service Options:
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Housing research and evaluation
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Document organization assessment
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Care coordination setup
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Family meeting facilitation
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Crisis planning
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Custom solutions available
Ideal for: Clients with specific, well-defined needs or previous clients requiring additional support.
Not Sure Where to Start? We are Here to Help.
Aging decisions can feel overwhelming, but you don't have to navigate them alone.
We provide expert advice so you can move forward with confidence.
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Personalized support tailored to your family's needs
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Step-by-step guidance to help you make informed choices
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Free 15-minute call to clarify your next steps
Planning ahead creates more space for joy, connection, and meaningful time together.