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MEDICAL ADVOCACY

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Professional evaluations in Medical, Cognitive, Environmental, Financial, and Emotional Well-being.​

Accompany Clients to medical appointments providing safe round trip transportation.​

Monitor treatment plans, coordinating care between providers.​

Navigate the healthcare system compared with insurance benefits​​

Audit physician’s orders are followed under current best practices

Monitor Home Health Aides​

Coaching caregivers​

Crisis intervention 24/7 availability

Early detection of  cognitive impairment or decline using advanced testing

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FINANCIAL ADVOCACY​

         Financial advocacy can be sensitive amongst loved ones and best served by a third party. 

Some of those services include:​

               *  Routine Bill Pay to validate charges and avoid interruptions in service-late charges

               *  Audit Medical Bills for accuracy.

               *  Online and or Electronic Predator Protection through audits.

                * Personal Rights Protection – Protecting client’s personal rights is what we do. 

                                   How we Protect your Financial Freedom​

  • Agent of Guardian or Conservator​​

  • Cost Containment​, Budgeting​, Financial Projections​

  • Light Forensic Accounting

  • Power of Attorney--bound by ethics and legal commitments to honor our client in every aspect of their life.

  • Agent for Power of Attorney – act in the capacity of an agent for a professional or family member who is the POA as the face fighting for you or your loved ones best life as directed keeping you all informed.

  • Conservator or Guardian of Estate – For the clients without a POA.

  • We assists in researching, organizing, and reviewing a client’s financial situation securing current assets.​

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GENERAL ADVOCACY​

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                                                                Proactive Planning Suggestions​

                                                                Legal referring to estate planning attorneys if the need exists for a client.​

                                                                Durable Power of Attorney (POA)​

                                                                Health Care (Medical) Power of Attorney (POA)​

                                                                Personal Representative (Executor)​

                                                                Independent local referral source​

                                                                Guardian and Conservator​

                                                                Safety Net program

                                                                EMOTIONAL WELL-BEING ADVOCACY​

                                                                Planning and problem-solving​

                                                                Education​

                                                                Communication with family members (if authorized)​

                                                                End of Life Planning/Arrangements​

                                                                Surviving Spouse transitional support​

 

 

ENVIRONMENTAL ADVOCACY

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  • Evaluate and present appropriate level of housing or residential options​

  • Living Arrangements

  • We assist with safe and secure choices for future living, whether the living continues at home, with home care, or in a facility. We will also explore and offer objective living options, considering factors like the geographic location of client's loved ones, the financial resources available, and the psychosocial history of the client’s life​​

 

 

Project Management

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  • We can also assist in organizing outside services such as real estate agents, electricians, plumbers, lawn service, roofers, and other specialty services ensuring that prices, certifications and insurances have been vetted.  This can support the client, assuring them that they are receiving the required services, at the right price, with the best provider.

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