Planning Services

Personal Planning
for Later Life Care

2 Hour Consultation
$200.00 CAD

(for senior citizens and adult children of seniors)

Private Consultation

Using our personal planning resource book we walk you through the steps to be prepared for the eventual time when you will need the support of others. Get your life in order now. We talk about the real life subjects most people don't want to discuss.

1. Your Support Network - first line of support. (If you had a stroke and couldn't speak, who would be there to speak up for you and care for you)
2. Can your monthly payments manage themselves if you couldn't manage them? Review management of personal and business aspects of daily life,
3. Knowing your neighbourhood, your history.
4. Are you receiving all tax benefits and veterans benefits available to you?
5. Know what to expect and the difference between senior citizen's residences, assisted living and long-term care
6. Cost Comparison for best care options; in home, public or private care, combinations of public and private, adult day care, overnight care, companions, housekeeping, physiotherapists etc.
7. Wills in place (last updated)? Living Wills vs Representation Agreement...Enduring Power of Attorney vs Power of Attorney
8. Advance directives (have you thought about having a say in how end of life is managed for you?)
9. Funeral arrangements review (no surprises).

Action Plan

Using information gathered from our consultation we create your step by step personalized action plan with a checklist to ensure nothing is overlooked.