Our Process

Free Confidential Consultation

Contact us for a free 20 minute confidential consultation. We will engage in a conversation about our services, but spend most of the time listening to your needs. At the end of the call, we can discuss whether to enter into an agreement for paid consulting services.

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Who
We Are

Senior Life Planner© offers comprehensive consultative services as it pertains to aging seniors.

We focus on helping seniors and their families make sense of the confusing issues surrounding the aging process, specifically issues surrounding finances, elder law, housing selection, healthcare, and lifestyle. We meet you where you are in your process and guide you through the maze. Finally, we help you create a custom plan to care for your aging loved one that takes the entire family into consideration. In sum, we equip and support you to make the decisions that are best for your situation.

Who We
Aren't

We are not a company that receives referral fees or any other kickbacks from providers in the senior services industry.

We are not a company who sees you and your loved one as a business transaction. We are not a law firm. Rather, we see your family and your aging loved one as part of our family. We desire to have a longstanding relationship with you as your loved one continues to age.

Contact us today and let us help you plan with confidence!

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