How We Help

We offer comprehensive planning tailored to your family’s unique needs.

icon_1

Coordination with healthcare services

We work directly with healthcare providers to fully understand each patient’s care plan and potential clinical paths

icon_2

Comprehensive financial review

of all available income, assets, government benefits, liabilities, and ongoing costs to get a “big picture” of your financial situation, offering you an objective second opinion

icon_3

A care-plan-driven financial action plan

That is engineered to help pay for the best possible care at a sustainable level

icon_4

Easy-to-understand financial comparisons

of alternative courses of action, such as home healthcare versus a skilled nursing facility, or relocating versus renovating an existing residence—enabling you to make more confident, informed decisions

icon_5

Easy-to-follow budgets

designed to maximize care options while minimizing the financial impact on your family security and quality of life

icon_6

Consideration and modeling of eligible government programs

to ensure clients receive all the assistance to which they are entitled

icon_7

Family education

in plain and simple language

icon_8

Step-by-step guidance

and ongoing support

icon_9

Option to create customized investment portfolios

designed to help preserve assets and generate liquidity while managing risk

What is a Lifecare Affordability Plan?

A collaborative solution that provides families with a care need driven action plan supported by a comprehensive financial review

THE PROCESS THE SEIA TEAM WILL THE REPORT

Key Inputs

What are you most hopeful for?
What are you most concerned about?
Interview clients, key family members,
and relevant care professionals
Provides a roadmap to assist families in
making decisions about how to pay for
the desired living situation and care
support both now and in the future

SEIA Team

Senior Housing and Healthcare
Certified Financial Planner™
Review the families understanding of the
current care needs along with the most
hopeful outcomes and the most
troubling risks
Includes actionable strategies around
cash flow, investment, legal, and estate
planning

Typically 3 meetings, with conversations
between meetings

Meeting 1: Discovery
Meeting 2: Review of care scenarios
and financial analysis
Meeting 3: Final Recommendations
Develop potential care scenarios based
on coordinating input from healthcare,
legal, and financial stakeholders
Outlines realistic clinical and therapeutic
paths and their affordability