We use a unique hollistic, coordinated multi-disciplinary approach designed to give clients the highest level of personal protection, preservation of material resources support for healthy family relationships for your peace of mind.

The consulting process consists of assessing your needs and circumstances. 

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.


Successful aging is a complex reality most of us are poorly prepared for.  The reality frequently is triggered by a slow decline but more often an age related medical emergency that alters the lives of a entire family.  Accessing public and private resources across many disciplines and industries is often overwhelming. 

Whether there is an unfolding emergency that demands action or whether you are thinking ahead, circumstances demand that we face our mortality, or imagine a time when can act for ourselves. This necessitates that we account for our values and belief systems, our relationships and family dynamics, our finances.  These are difficult topics and can be immobilizing.  

We live in a nation where we have the privilege of choice on many aspects of our daiy lives including-- what kind of care we receive, and how we die.  It is up to each person to take responsibility for those choices, make them known and prepare them so that they are legally binding.  It is difficult to do this work in solitude.  It is much easier to think about and talk about these topics with people you love and who care about you.

We show you  how to better protect what you value most, help you learn how to make informed choices, preserve and improve family relationships, mitigate fraud and abuse. 

What's it called?


" The Other Bucket List: A critical look and pracitcal guide to aging in the 21st Century"

Monday, June 1, 2015   6:30 - 7:30  -
"Naming it: Talking about things nobody wants to talk about: death, money, power, love and mental illness"

Monday, June 8, 2015   6:30 - 7:30  -
"Claiming it: Core competencies for aging well - The Eight Domains of Quality of Life"

Monday, June 15, 2015   6:30 - 7:30  - 
"Framing it: Quality of Life, Quality of Care and Quality of end of life care".

For more information email me or visit the church website .