Resources for professionals who put clients first
With our team supporting your older adult clients, daily life stays organized, consistent, and under control, while they remain the decision makers. We bring trusted systems, clear communication, and a collaborative structure that helps prevent mistakes, reduces the risk of fraud, preserves independence, and strengthens the long-term relationships you’ve built with your clients.
- Financial planners
- Attorneys
- CCRCs
- Care managers
- Physicians
- Home care
- Accountants
- Fiduciaries
- Social workers
How to spot when your client
may need support
You’re often the first to notice when a client starts to fall behind on everyday details. Early signs of disorganization, missed tasks, or confusion can indicate that extra administrative or household support is needed. Our Identifying Risks for Aging Clients Checklist is a tool you can keep at your desk to help determine when to bring in Life Managers for your client.
Missed or late bill payments Unopened mail or confusing financial statements Neglected home maintenance or clutter building up Overwhelmed or unavailable family
How we help your older adult clients
We provide trusted administrative, daily money management, and household support, delivered directly in the client’s home, to complement your work and help older adults stay organized, secure, and independent.
Daily Money Management
Stay on top of bills, statements, and your budget with support from our trusted team, keeping everything accurate, secure, and transparent.
Personal Affairs
Get help managing appointments, reminders, and communications with family and professionals, ensuring nothing slips through the cracks.
Home Management
We help your clients coordinate repairs, organize paperwork and maintain a well-run home, including looking after the property when they’re away.
Secure Services for the Future
We help your clients bring important details of their personal affairs and home into one secure, organized place, in case support is ever needed.
How we work with your clients
1. You make the introduction
When you refer a client, we begin with a brief phone call to understand their situation and confirm fit. From there, we handle next steps, ensuring the process is smooth, professional, and fully respectful of your relationship with the client.
2. We meet with your client
We provide a free in-home consultation to identify what’s becoming harder and the right mix of support. The process is collaborative, transparent, and designed to complement your work, not replace it, so you can stay focused on your area of expertise while knowing your clients have the support they need.
3. We provide ongoing or as-needed support
Your client chooses weekly, bi-weekly, or monthly support in their own home to keep life running smoothly. If planning for Secure Services for the Future, a one-time setup with annual updates that ensures seamless, well-prepared handoffs when your client needs support.
Why we’re trusted by our partners
Professionals rely on us for consistent, high-quality service that protects their clients’ independence while maintaining the highest standard of professional services.
Trusted and Proven
Expert-led Team
Trained, supervised team with AADMM membership and background checks for trusted support that happens in your home.
Personal and Respectful
Reliable and Responsive
Common professionals we partner with
These are some of the most common professionals we partner with to help older adults stay organized, protected, and independent, but the list of our partners extends well beyond those shown here.
Financial Planners
Your clients trust you to protect their financial wellbeing. Our in-home daily money management helps safeguard them by monitoring accounts, catching errors, and reducing fraud risk as cognitive changes increase vulnerability, all while giving clarity on everyday expenses.
Best moments to involve us:
- Repeated late or missed payments
- Confusion over bank statements or insurance forms
- Possible exposure to scams or phishing attempts
- No family members local or available to step in
Attorneys
Your guidance works best when clients can follow through. We help them act on your instructions, organizing documents, gathering information, and supporting routines effectively, especially after a spouse has passed or when a client is struggling.
Best moments to involve us:
- A POA or family member is out of town and needs local support
- Difficulty paying bills or exposure to scams
- Post-crisis transitions or document cleanup
- Concerns about a client’s capacity or follow-through
Seniors Living Communities
We work with senior living communities to help residents with administrative affairs so they can remain in the right level of care. We work individually with clients in their homes or contract directly with the CCRC to provide on-site office hours where residents can receive administrative support.
Best moments to involve us:
- Using significant social worker time for support
- Resident late on bills or having trouble managing payments
- Limited family support, including when family lives out of town
- Providing a new resident service that sets you apart
Care Managers
You manage the clinical and care needs, we handle the logistics that support them. Our team coordinates appointments, bills, vendors, and home details, ensuring your care plans stay effective between visits.
Best moments to involve us:
- No family members local or available to step in
- Home disrepair or neglected household tasks
- Concerns about scams or financial exploitation
- Missed bills during illness or hospitalization