+1 707-769-2788 [email protected]

FAQ    orange-line

sea sunset in Olympic Park coast
We understand it can be overwhelming to care for an elderly family member. Trying to navigate the healthcare system, searching for resources, understanding options and handling payment issues and finances can feel like a full-time job. Here are some frequently asked questions to help guide your decision when selecting a care coordinator and licensed professional fiduciary.
Could you tell me more about collaborative care services?

Our care services provide a personalized and attentive approach to healthcare for a person who may need help to function at their highest level of independence. The process involves:

  • an initial assessment to understand the person’s functional and cognitive abilities
  • benefits analysis
  • the development of a plan of care to maximize function, quality of care and quality of life
  • advocacy-based care management in conjunction with physicians and nurses to ensure that services are effective and up-to-date
Do you only serve the elderly?
While the majority of clients are elderly, we also provide services to people with developmental disabilities and mental health challenges. To determine if our services would be a good fit for you or a loved one, please schedule a consultation.
Will you coordinate with my medical team?
Absolutely. With your permission, we will work closely with your medical team, including caregivers and family, to foster communication and deliver the best possible outcomes.
My elderly family member has developed difficult behavior or refuses to talk with me about their health. Can a care manager help?
When an older adult develops serious behavioral issues, like dementia, this often presents with verbal abuse or physical combativeness. It can be difficult for a family member to pinpoint the problem. What’s more, many seniors do not want to burden their adult children with their problems or worries.

If you suspect that your older adult is not telling you about their health or has developed serious behavioral issues, you can hire a care manager to check in on them. Oftentimes, people are more likely to share their concerns with an expert outside the family. Our collaborative care services can intervene and get your loved one the help they need.

I live far away and I cannot regularly visit. How can a care manager help?

There is no substitute for having a trusted care manager look in on a loved one in person to make sure they are well cared for. We can step in to provide guidance and management through the insurance and healthcare system. This includes looking in on your loved one, supervising their care, alerting you to any issues and working with you when decisions are needed.

Can you provide me with references of past or current clients or other professionals you have worked with who I can contact?

Yes, references are available upon request.

What financial services do you provide as a licensed fiduciary?
Our services include bill pay, statement management and light bookkeeping plus the coordination of legal documents including estate plans, Power of Attorney, wills and trusts, etc.
Are you insured for errors and omissions?
Yes. I am a licensed fiduciary registered with the State of California’s Department of Consumer Affairs Professional Fiduciaries Bureau and am insured and bonded.