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How It Works And Our Services

If you need a specialist in a specific field, LyfeStyle Plus will make recommendations only if those services are necessary. For example, if you were married and then re-married and haven’t gotten around to changing your beneficiaries in your will, we find the right estate attorney to revise it through our resources at the Society for Certified Senior Advisors.  If it’s time to reconfigure a home or apartment so it’s safer for your mom to age in place, we’ll do an assessment, work with a Geriatric Care Manager, and choose the best team to develop a plan for in-home safety. At age 65, an insurance specialist can help navigate the complex world of Medicare/Medicaid. 


Finding these professionals through the Society of Certified Senior Advisors and our local and national networks, we can manage those professionals for you or with you. By anticipating what comes next, you maintain and enjoy your lifestyle.

The Process

Intro

Initial Consultation

Initial Consultation

Free 15-minute intro call or zoom to discuss pricing, timelines, and outcomes. 

Initial Consultation

Initial Consultation

Initial Consultation

We meet by phone, zoom or in person to discuss what’s going on, concerns, and challenges - the basics. Then we discuss next steps after an assessment.

Assessment

Initial Consultation

Assessment

Deep dive into where you are now and what next looks like:  objectives, goals, and actions. You give us a neat folder of everything that you  assembled, or you hand us a box of documents and we sort it out. 

Continuity

Initial Consultation

Assessment

Stay on top of the plan with monthly meetings. 

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