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