Services
1
Discovery & Planning Session
This is the “get to know you, get to know me” meeting and the foundation of everything that follows. During this session, I take the time to talk through your current situation, and I also complete a needs, wants, and budgetary assessment so I can clearly understand what matters most to you. By the end of this meeting, I will have a shared understanding of your priorities and a clear plan for exploring the retirement living options that best fit your goals.
2
Community Tours
Sandy will accompany you on up to four tours of retirement communities that you have selected, acting as your advocate and second set of eyes and ears. During each visit, I will ask the important questions on your behalf that will uncover the details not always obvious in a sales tour. My goal is to give you a clear, honest picture of each community so you can compare your options and make the most informed, confident decision about where you will feel most at home.
3
Resolution Consultation
This meeting brings everything together and helps turn information into clarity. We will review photos, detailed notes, and key information from each of the communities we have visited in order to evaluate the factors that matter most to you — from care and cost to lifestyle and location. The goal of this session is to narrow your options down to your top two choices, giving you a clear, confident path toward making your final decision.