• Evaluating the client's functional, physical, cognitive, social, emotional and financial needs and strengths
• Developing individualized solutions based on the client's personal needs and preferences
• Identifying and linking to available community resources

Supporting and Maintaining services for clients living at home

Selecting & Coordinating new living arrangements:  assisting the clients in making an educated choice

Money Management including paying bills, balancing checkbooks, sorting mail and organizing tax-related documents

Power of Attorney/Guardianship:  when needed for healthcare or financial responsibilities

Counseling and Support for Clients regarding feelings about aging, illness, grief, loss and lifestyle changes

Counseling and Support for Caregivers regarding care management issues, family dynamics and feelings of anger, loss or guilt

Acting as Liaison between the elderly or disabled and their out-of-town relatives

Advocating for Clients with physicians, insurance, hospital, nursing homes, and retirement communities

Filing Supplemental Insurance Claims

Educational Presentations on issues of aging for community and business groups