Our Services

Our Mission

We listen carefully to the needs of our clients and equip them with the knowledge, information, and resources they need to confidently and boldly face the future.

Our Vision

Our Vision is to redefine and simplify the process of planning for aging seniors and to empower their caregivers to make the best decisions possible for the whole family.

Why We Do What We Do

We believe that families and caregivers want only the best outcomes for their aging loved ones, yet often do not know how to put together a comprehensive plan to achieve their goals. At Senior Life Planner ©, we have the knowledge, experience, expertise, network, and desire to help families create plans that address the needs of the whole family.

Health

At Senior Life Planner ©, we have the knowledge and experience to walk you through the best practices that will help you gain the confidence to engage with medical providers for the best possible outcomes for your aging loved one.

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Financial

Maybe you are aren't aware how much money your aging loved one has versus debt and you are starting to wonder if they have enough to take care of themselves as they age. We will walk you through the necessary steps to identify the questions you should be asking - so that you can plan their financial future with confidence.

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Legal

Understand the benefits of proper legal planning for your aging loved one.

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Housing

Let us help by walking you through possible housing decisions for your aging loved one.

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Lifestyle Planning

Put together a comprehensive plan for your aging loved one well in advance of them needing it.

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