Formulate the Senior Transition Plan
Senior Circle offers a free initial consultation, in person or over the phone. The goal of the initial consultation is to get a general overview of the Senior’s situation. We take the time to discuss concerns of all family members and find out how we can help.
Determine if the Senior is looking to remain in home or is looking to for a new residence that better fits their needs.
Evaluate home layout for Seniors staying in home and review options for Senior relocation.
Gain an understanding of the Senior’s overall financial situation to help us identify best options.
Assess needs to organize, declutter and downsize current possessions and property.
Based on the initial consultation Senior Circle can formulate a Senior transition plan and identify the areas where our services will be of the most value.
Q&A-“Key Planning Steps”