Our
Process

During our initial 30-minute discovery call (book yours now) we will get information about your situation and your goals. We'll also answer questions you may have about the Silver Advocate Approach and our process. If, after this discovery call, we agree our services are a good fit for you, you will receive an email with our contract, our privacy policy, and options for scheduling. During our first meeting, we will gather more in-depth relevant information, begin to create specific goals, and establish an actionable timeline. Your consultant will craft a bespoke plan of action that directly reflects your life, your values, and your wishes.

Our Goals

We work in partnership with you. We believe that aging is a gift and aging well is an intention. Our goal is to help you create a

COACHING PACKAGES

We offer several options to work with us.

Your initial retainer fee will be applicable to all packages.

PER SESSION

This option is a good first step if you are unsure about your goals or would prefer to have more of an "on-call" experience. This package may be the best fit for those who are using our "Aging Planning" services.

Our time will be billed hourly, in 15-minute increments.

ONE MONTH

This option works well for those who have a clear understanding of their plan and goals and who don't anticipate friction within their families/caregiving group. Committing to one month allows you more access to your consultant with regular meetings and support.

weekly check-ins
1 "911" call - immediate access to your consultant

THREE MONTHS

With a three-month package, you'll get all the benefits of the one-month package plus: