Comprehensive Assessment and Consultation with Written Report

Health and Disability

Determine types of services – including home health and hospice and in-home care – that are right for the client and make referrals to preferred providers for those services.


After reviewing the client’s financial situation estimate costs of current and future care needs whether at home, assisted living or skilled nursing.

Home Safety and Accessibility

Conduct a home safety evaluation to identify areas of concern and recommendations for improvements.

Community Resources

Refer to and assist with accessing additional community resources.


Help clients evaluate and select the appropriate level of housing or residential options.


Referral to elder law attorneys, estate planners, and fiduciary services. Assist with advance planning documents.