Senior Planning Services
Retirement Planning ensures your financial needs are met after you leave the work force.
Senior Planning ensures that future health needs do not exhaust the assets you've worked so hard to build for retirement.
RN Senior Planning brings healthcare expertise into the planning process. I work with you to anticipate future care needs, coordinate the right resources, and create a personalized plan - so you can enjoy retirement with confidence, knowing that health challenges or changes in living situation can be managed while protecting your hard-earned retirement savings.
Health challenges don’t follow a schedule. Whether anticipated or unexpected, they can feel overwhelming without the right guidance. With more than 30 years of nursing experience, I help individuals and families make sense of complex health situations and create a clear, actionable path forward. From coordinating referrals to trusted specialists to developing personalized plans of care, I provide expert support so you can move ahead with clarity, confidence, and peace of mind.
Planning ahead is key to successfully aging at home. For many seniors, remaining in familiar surroundings provides comfort, independence, and peace of mind - but it requires thoughtful preparation. I work with seniors and their families to develop personalized plans that support safe aging in place while anticipating future health and care needs. This process includes evaluating in0hom medical and non-medical care options, assessing home safety and support systems, and identifying resources that can be introduced as needs change. With a clear, flexible plan in place, clients are empowered to receive the right care at home, reduce uncertainty, and maintain confidence and control as they age.
As we age, many want to remain in their own homes for as long as possible. With changing health needs, that goal can feel uncertain or overwhelming. Drawing on more than 30 years of nursing experience, I help you explore affordable in-home care options—including both medical and non-medical support—that make aging in place a realistic and safe choice. When a higher level of care is needed, I also guide you through assisted living, memory care, or long-term care options, helping you confidently select the setting that best supports your health, lifestyle, and peace of mind.
A comprehensive health assessment is often the foundation for better outcomes and clearer decision-making. Drawing on decades of clinical experience, I conduct thorough, individualized assessments that consider medical history, medications, daily routines, safety concerns, and support systems. This holistic approach helps identify risks, uncover gaps in care, and establish priorities - so clients and families can move forward with confidence, clarity, and a well-coordinated plan.
