Care Management Services

Let Us Help You Care For Your Loved Ones


If there are concerns with the well being of an aging or disabled family member, or when distance, work and time constraints, or your own health struggles prevent you from providing the needed care and assistance to your loved ones, we can help. As long standing elderly care professionals, we can provide solutions to help you care for your loved ones more easily.”


Our Care Management Services are very customized, specific to your situation alone. You choose the areas in which we assist. For some it is all the areas identified in the Life Plan Assessment, such as the need for updated personal documents, placement in an Assisted Living Facility (ALF) or home support services, for others, it may be just a few of those areas, bi-weekly in-home visits or support with doctor’s appointments.


The goals of care management are to perform a Life Plan Assessment to identify the issues, determine the areas in need of action, create the plan of care, and then execute the plan with ongoing follow ups in review of that plan.


Here are just a few examples of the action plan items:



Applying for benefit programs that maximize “sister’s” pharmacy benefits to reduce the cost of her medicines and help defray the total cost of her healthcare.



Coordinating caregiver services to check on “mom” to make her home cooked, nutritious meals.



Follow-up with the doctor for new prescription orders, assisting “dad” in the weekly set-up up of these new medications.


Personal & Important Documents

Locating advance directives and reviewing with the family “grandmother’s” end of life wishes.


Bill Pay & Budgeting

Setting up automatic bill pay for home utilities to prevent the re-occurrence of shut-off for nonpayment of “mom & dad’s” power bill.



Coordinate with county tax assessor’s office the disability homestead exemption to reduce disabled “uncle’s” property tax.


Legal, financial, tax, and other components of a person’s life are varied and complicated. Without the counsel of licensed, experienced professionals items such as Medicaid planning, VA Aid & Attendance, tax ramifications of liquidating assets, the implications of converting jointly-owned property, the effect on estate planning or inheritance, and other issues can have undesirable consequences.


Because of these issues, a team of professionals is required, including attorneys, certified public accountants, investment advisors, and others, to help assess and execute all of the many components involved. A care manager is one important partner in this team of professionals.