We use a unique hollistic, coordinated multi-disciplinary approach designed to give clients the highest level of personal protection, preservation of material resources and ssupport family relationships.

Our goal is to assist our clients with making informed decisions, support them and their families navigate the complexities in estate planning, wealth management, insurance and benefits, wellness and healthcare management, incapacity planning, an end of life care plan as well as their lifestyle preferences, safety and welfare, protection of financial resources, strengthen social and family relationships and spiritual development.

We prepare a formal Needs Assessment, a standard instrument used by social workers and preapre a plan of care, or a plan of action.  We go over the Needs Assessment and Plan of Care with you in detail to ensure that the goals reflect your thinking and our understanding.

We make referrals to trusted licensed professionals saving clients added stress and anxiety.  We bring together expertise in patient advocacy, care management, legal and personal assistance, bookkeeping, fiduciary management professionals, and organizing tools to meet the goals of the client.


Aging Readiness represents a desire and a commitment to care about your future self.  It represents a willingness to educate yourself and a willingness to be responsible.  To age well in America requires embracing a host of ideas and feelings that makes uncomfortable and cause most of us to minimalize or reduce this topic to simply, "please pull the plug".  

It isn't that easy in the 21st Century.  We live in a society and a time of complex realities.  We are fortunate to enjoy the privilege of choice.  Aging well necessitates an understanding of a system of service options, many disciplines and industries, the laws and structure can be bewildering.  These conditions often lead  the feeling of defeat that immobilizes people from taking responsibility for their affairs.

Using a proprietary system, we can help you learn how to better protect what you value most, help you learn how to make informed choices, preserve family relationships, mitigate fraud and abuse that impacts every economic income bracket.