Aging GPS: Goals, Priorities, Strategies

 

Vision to Reality:

Using the Symphony Roadmap to Navigate Retirement

 

The Process

We offer a unique and transformative visioning exercise that will guide you to the perfect destination to work towards – one that aligns with your goals and aspirations.

Our process begins with gathering crucial medical diagnoses and profiles. Whether you’re facing medical challenges or want to take charge of your future health, your well-being is at the core of our approach.

We understand that financial sustainability is vital for turning your visions into reality, and that is why we provide insights from a financial advisor into what is sustainable so that our recommendations are realistic, considering your cultural and leisure wants and needs as well as your location.


We Cover the Following Points when Creating Your Plan

Highway #1

“Aging In Place”: We want to stay in our home

  • Accessibility: CAPS Experts, Occupational therapists to evaluate and recommend the needed renovation
    and equipment.

  • Medical Care (are all insurance plans good?)

  • Certified Services

  • Companions/Drivers

  • Private Non-medical Home Care

  • Advance directives

  • Emergency Medical Response Systems

  • Disaster/Emergency Plan

  • Age Friendly Technology Options

Highway #2

Retirement Communities 101

  • 55 plus communities

  • CCRC’s

  • Rental Independent Living

  • Assisted Living

  • Assisted Living Memory Support Programs

  • Acute-Level Rehabilitation Facilities

  • Skilled Nursing Rehabilitation

  • Long Term Care

  • Palliative Care

  • Hospice Services


We Consider the Following Scenarios

By-pass #1 -

A Life Changing event happens

Your Care Manager will reassess your changing needs and make recommendations to change your plan to one of your backup options.

By-pass #2 -

A New Diagnosis of Alzheimer’s Disease or Related Disorders

Your Care Manager will be by your side to assist you with education, strategies and support for the critical steps you can take now to lead your best life and pivot the long-term plan.