Formulate the Senior Transition Plan

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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

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