Our Collaborative Care Model was designed with the best interests of our clients and their loved ones in mind. We take the time to know our clients personally so we can deliver the highest quality care. As a registered professional member of the Aging Life Care Association and a Licensed Fiduciary we are required to meet stringent education, experience and certification requirements and adhere to a strict code of ethics and standards of practice. Rest assured we have the knowledge necessary to facilitate the care selection process and care coordination for aging relatives.
Care Coordination Services
Comprehensive Client & Home Assessment
Benefits Analysis including Entitlement Benefits (VA, SSI, SSA & Long Term Care), Senior-Based Medical Advocacy
Individualized Care Plan Design & Implementation
Crisis Management, 24-hour Emergency Response
Set Up & Coordination of Care Management & Services, including Doctor Appts. & Changes in Care
Referrals to an Array of Reputable Professional Resources,Placement Assistance
Socialization/Activity Planning
Medication Management (in conjunction with physician and nurse)
Caregivers Monitoring

Fiduciary Services/ Daily Money Management

A fiduciary helps clients to maintain independence, ensuring bills are paid and recognizing pertinent issues that should be referred to outside services.
Protecting the ownership of your assets is of paramount importance to us at Collaborative Care Coordination & Fiduciary Services. This is why a family trust can be beneficial to you and your family. .
As personal financial matters become more complicated–finding time to focus on the daily tasks of money management often becomes more difficult. Daily money managers offer services to ensure nothing falls through the cracks, including necessities like paying monthly bills, maintaining tax records, balancing checkbooks, decoding medical bills and negotiating with creditors. Other services may include payroll management, healthcare advocacy or acting in another fiduciary capacity.