How it works

Three calm steps from that first anxious call to steady support.

We don't ask you to fill out a long form to get started. We ask you to have a conversation.

01

Clarify Your Needs

We start with a free, 30 to 45 minute discovery call. We want to understand why your family is reaching out, hear the situation in your own words, and see whether we're a good mutual fit. If we are, we'll agree on a fee for an onsite assessment. That covers travel and the plan itself. From there we schedule a 90-minute in-person visit, focused on getting to know each other.

  • Free 30 to 45 minute discovery call
  • Onsite 90-minute assessment when both sides agree it's a fit
02

Customize a Plan

Within about a week of the assessment, we deliver your Bridge Plan. It lays out the duration, the outcomes we're aiming for, the scope of work, and any recommended services outside the core retainer. We present it to you, and we adjust the scope or pricing together before anything begins.

  • Written Bridge Plan delivered within about a week
  • Presented in person (or Zoom), with room to adjust before you commit
03

The Signature Experience

We execute the Bridge Plan and deliver the ongoing personal retainer described in our five service pillars. You get regular updates. Your loved one gets a familiar, trusted presence. You get to be a family member again.

  • Weekly written updates
  • Monthly 30-minute call with the family
  • Multiple in-person visits per week with your loved one

About the retainer

Right-sized to what your family needs.

Retainers typically run 20 to 40 hours per month, covering the onsite and in-person work required to execute your Bridge Plan. Recommended add-on services from outside vendors (contractors, care aides, tech installers, and so on) aren't delivered directly by us, but we handle the quotes, the screening, and the contracting on your family's behalf, so nothing lands on your plate.

Every Bridge Plan is scoped and priced privately after the assessment. Let's talk about what that looks like for you.

Ready when you are

Please share what your family needs.

Every Bridge Plan is built around your family's specific situation. Reach out for a free call and we'll listen first.