How It Works
Our Step by Step Senior Placement Process
Your Sage Advisor will meet with you, evaluate your loved ones needs and lifestyle, preferences and budget, developing a personalized plan at no cost to you. Our professional assessment can assist you to determine if the timing is right to consider a move into senior living. You are not alone!
Initial Screening
During the initial call, we will explain the scope of services that are offered at no charge to your family. From there we will schedule a visit to meet with your family in the comfort of your own home.
Determine Your Needs
During our visit, we will complete an assessment to include the lifestyle and budget of the Senior and identify and address the key areas of concern of both the Senior and their family members. Together you will develop a plan of next steps.
Complete Assessement
The personalized plan will identify the specific Senior Living Options that best meet the social and health needs based upon the results of the assessment.
Schedule Tours
Your advisor will then check availability and schedule tours for the chosen Senior Living Options. Accompany your family in visiting each community, sharing unbiased insights & recommendations to help assure that all your concerns are addressed.
Coordinate Your Care
As your family embarks on the decision making your advisor will be there to help answer any unanswered questions to ensure you have all the tools to select your Senior Living Option. At the end of this process, the right decision becomes apparent.
Additional Support
Should your family need additional resources your advisor has a network of trusted partners in the community, such as, Veteran’s benefits, Medicaid, Elder Law Attorneys, Physicians, Geriatric Care Managers, Home Health Agencies, and Certified Senior Movers.
Moving Day
Your advisors will then complete the process by being present for the senior’s day of move in providing you with peace of mind and a helping hand.
Love Letters from Our Previous Clients
I first met Gwynne in 2014 as I was looking for in home care for mother. From the moment I met her she gained my trust and confidence. Not only does she have a true passion for seniors and their care needs, she truly cares about the families and goes above and beyond to ensure their loved ones receive the best care possible. To this day, Gwynne still checks in to see how my mom is doing and continues to be a resource I can go to as I continue down the path of memory care for my mother. I have met many people in this senior care journey over the years and Gwynne’s dedication, compassion, integrity, knowledge, and communication set her apart from all the rest! Gwynne is a true rock star in this industry!!
Bryan Tabrum
Gwynne was not only actively helping me find a safe and proper place for my mother, she was also a big part of my support system. With understanding, care, and patience, Gwynne guided me through one of the most difficult and stressful times of my life and succeeded in finding the perfect place for my mom. I am forever grateful.
Jessee G.
Gwynne was a huge lifeline in this very stressful process. My dad isn’t the easiest to deal with sometimes, and she was so kind and caring toward him. There is no way I could have navigated this process without her. She truly went above and beyond in every possible way. Thank you!!!
Catherine P.
We don't know what we would have done with out you, we are so thankful! You made one of the hardest times of my life bearable. I will forever be grateful for your kindness, support and direction. Thank you for everything.
Terry G.