When considering a move to an independent living retirement community, seniors often have many questions about what life will be like in such a setting. Here are some of the most common questions seniors and their families have surrounding engaging a senior advisor to transition into senior retirement living.

What services can a senior advisor provide?

My main role as a senior advisor is to assist and provide senior care resources and referrals. I have a trustworthy professional network of senior specialists that I can recommend for various aspects of transitioning into retirement living, including attorneys; financial advisors; in-home healthcare; and organization and move managers who only work with seniors. These specialists offer personalized advice and support to help seniors make informed decisions about their future.

What senior concierge services can you provide my family?

If your family needs assistance outside of placement, I can provide several senior concierge services: creating a care plan, acting as a neutral party in a family meeting, assisting in providing transportation and advocacy at your senior’s doctor’s appointment, running errands, providing transportation to activities, and making peace of mind well visits. I can customize your package based on your family’s needs, so please reach out to me via my contact form. Senior concierge services are fee-based services and come in packages of five, ten, and 15 hours of service.

Can a senior advisor help with financial planning?

While I can provide general guidance on Medicaid spend down, veteran’s benefits, and cashing out life insurance, I am not a financial advisor, bookkeeper, or accountant and can not advise you on which plans or policies to purchase. However, I have an extensive network of trustworthy financial professionals, which I can refer to clients as the need arises.

What role does a senior advisor play in healthcare management?

As a senior advisor, I cannot perform activities such as medication management, in-home care, or any type of service that is defined as a “medical service” for my clients.

I can provide companionship visits and care plan creation with my senior concierge services. I can also advise your family on the types of services I feel your seniors would benefit from based on their intake.

I can offer your family referrals to senior healthcare services such as healthcare providers, medical providers, insurance benefits, and medication management. Since this is not an extensive list of referral services, please reach out to me if you would like a referral for a service not listed here via my contact form or call/text my mobile phone at 503.830.1812.

How do senior advisors assist with senior retirement housing decisions?

My job (and passion) is to work with families to:

Gather information about your seniors including their favorite activities/hobbies, food preferences, medical, and living preferences.
Once your senior has had their intake completed, I then evaluate housing options such as aging in place, independent living communities, assisted living facilities, memory care, adult foster homes, rehab stays, respite care, and skilled nursing facilities.
I then consider factors like cost, location, level of care needed, and personal preferences when researching the best retirement communities and senior living for your parents.
Once I have a list of communities that fit your senior, I call and speak with the director to ensure the campus is a good fit
When I have a campus that fits many of the senior’s desires, I schedule a tour for the community. I accompany each of my clients through the retirement community, asking questions and being an advocate for my clients.

Once my clients have chosen a retirement community, I work with the family and the director to make the transition as smooth as possible. I come with the family on move-in day and check in two weeks after the senior has moved into retirement living to ensure the senior is happy at their new home.

Give me a call at 503.830.1812 or fill out my contact form to find out more about my senior advisor services.

What Services Can a Senior Advisor Provide for My Family?