Solutions on How to Cover the Costs
Personal senior care consultation with financial tools designed to help the family compare each care scenario side-by-side and make the best choice for their loved one. Patient's income, expenses, available assets, and government long term care benefits eligibility is considered for each potential care arrangement.

Family conflict resolution to get agreement
The counseling we provide in helping the family choose a care arrangement and to find a way to pay for it, naturally facilitates and resolves the reasons for most of the conflicts that families are facing during this stressful time.  We also have a proprietary technique called "the script" to help the family communicate in a powerful way to help breakthrough resistance of the patient or other family member.


Our Service

Asset management and investment guidance for Senior care
Financial advice referrals on what are the appropriate investment strategies for this stage of life when risk tolerance and cash liquidity needs have changed dramatically.

Help Finding Senior Care Options

Help for the family in choosing the right senior care arrangement whether its in-home care, board & care (RCFE), assisted living, or skilled nursing care in California. Education on the elder care options available throughout California, how much they cost and which type is appropriate given the patient's care needs.

Solutions on what to do with the house
When the plan is to move out of the house, an analysis is provided to help you decide whether to rent or sell. We also help you liquidate the unwanted items and prepare the home for listing. We've sold and rented many homes over the years and have expertise in representing sellers that are making the transition into a long-term care facility.

Medi-Cal & VA Benefits Assistance
Individualized senior care consulting on how to receive financial benefits such as California Medi-Cal (both Nursing Home and Regular Medi-Cal), VA Aid & Attendance Pensions, and VA In-Home Care. We dispel the myths and demonstrate the legal options for obtaining eligibility and how it can make quality care possible.