For over 13 years, Life Managers & Associates has been committed to helping older adults live independently with confidence, clarity, and peace of mind. From managing bills to organizing important documents, we’ve been a trusted partner to seniors, their families, and the professionals who support them.

Now, we’re excited to introduce the next evolution of that support: our Enhanced Team-Based Approach.

What Is our Team Approach?

Clients will continue to work with their dedicated Client Manager—the familiar face they know and trust who supports them day to day. Behind the scenes, our Operations Manager, a licensed Occupational Therapist, will continue to provide professional supervision and oversight. What’s new is the addition of a Team Leader, who now works alongside both the Client Manager and Operations Manager to enhance consistency, accountability, and responsiveness in every client relationship. Specifically, the Team Leader attends new client onboarding meetings and checks in at 3, 6, and 12-month intervals during your first year — then semiannually after that.

What This Means for You

Here’s what you’ll notice with our new structure:

  • Reliable Backup When You Need It Most
    If you have an emergency and your Client Manager is unavailable, it’s reassuring that another member of our team that you know and who knows your situation is ready to help. With our new team approach, your Team Leader is familiar with your needs and can respond quickly. You’ll always have someone you know and trust.
  • Enhanced Oversight
    Our thoughtful structure is designed to provide more comprehensive support, ensuring that nothing gets missed, and protects our clients from increasingly common risks like fraud, scams, and financial abuse.
  • Collaborative Problem-Solving
    Two (or more) heads are better than one. With the team approach, our staff can consult with each other to find more effective, creative solutions to your challenges. You benefit from a collective depth of experience and insight.

Independence Backed by a Team

Whether you’re an older adult looking for more peace of mind, a family member wanting maximum support, or a financial professional seeking the highest quality assistance for your clients, our team is here to help.

Ready to learn more about how our services can simplify life and strengthen independence? Visit our Services page or reach out today—we’d love to talk.