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Compass: Guidance & Planning Package

​Price: $750 (One-time 90 min session + 2 weeks of follow-up support)

 

Best for: Families needing a tailored comprehensive senior Family Planning strategy (more complex than Essentials Consultation Package), more in depth Case Management strategies and hands-on assistance navigating resources and action items.

 

Includes:

  • Everything in Essentials Consultation Package

  • Customized Senior Family Planning Roadmap action items, covering: 

    • Medical 

    • Financial 

    • Legal 

    • Psycho-Social

  • Resource connections: home care, geriatricians, elder law attorneys, integrative medicine practitioners, transitioning care support, in-home supports etc

  • Two follow-up Zoom or phone calls (30 minutes each)

  • Two weeks of email Q&A support

  • Introductory Family Communication Tool


Compass Consultation Package Add-On Options : 

  • Assistance executing Roadmap action items & Key Recommendations $150/hr.

  • Building complete Family Communication Tool $250

    • Ideal for filling out intake forms, providing history to all care providers, and ensuring that family has a clear understanding of the complete medical picture.

  • Customized Care Plan development $150/hr.

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Optional Add-Ons

  • Additional consulting time: $150/hour

  • In-person visit (if outside service radius): $150/hr plus travel (2hr minimum)

  • Emergency consultation (within 24 hours): $100 surcharge

  • Standalone Care Plan Creation: $400 (includes one-90 minute consult and written care plan)

  • Standalone Family Communication Tool: $500 (includes one-90 minute consult plus tool).  Ideal for filling out endless intake forms, providing history to medical providers, ensuring that family has a clear understanding of the complete medical picture.

 

Notes:

Free 15-minute Meet & Greet call available for new clients to explore which options best suites their current circumstances.

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