Traditional plans cover the care you would or would not like to receive...but not Where or by Whom? 

the difference

Would you want to modify your home and stay there under any circumstance? 
 
Go to a Continuing Care Community?

What you get

the courtesy plan®

Onyx

You

Electronic Downloadable PDF of The Courtesy Plan

Actionable Resource Checklist

Instructional Videos

Platinum

Done with you

Electronic Downloadable PDF of The Courtesy Plan

Actionable Resource Checklist

Instructional Videos

Initial Discovery Consultation

Comprehensive Search tailored from Discovery Consultation

6 Option Presentations Overview

With detailed pricing and services per option

Pearl

Electronic Downloadable PDF of The Courtesy Plan

Actionable Resource Checklist

Instructional Videos

Initial Discovery Consultation

Comprehensive Search tailored from Discovery Consultation

6 Option Presentations Overview

With detailed pricing and services per option

Done for you

Community Tour Accompaniment or Meet with Estate/Financial Planner

30 minute Clinical Consultation

Coordinate Downsizing/Move/Realty

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select

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What you get

the courtesy plan®

Onyx

Platinum

Pearl

Electronic Downloadable PDF of The Courtesy Plan

Actionable Resource Checklist

Instructional Videos

Initial Discovery Consultation

Comprehensive Search tailored from Discovery Consultation

6 Option Presentations Overview

With detailed pricing and services per option

Community Tour Accompaniment or Meet with Estate/Financial Planner

30 minute Clinical Consultation

Coordinate Downsizing/Move/Realty

You

Done with you

Done for you

*The Pearl is said to symbolize the purity, generosity, integrity, and loyalty of its wearer. ... The Parable of the Pearl (also called the Pearl of Great Price) is one of the parables of Jesus. It appears in Matthew 13:45-46.

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select

select

kind words

“We would never had made the move if Alex had not showed us exactly how to downsize, set us up with the right senior move managers and created a floorplan with our stuff in it for the new community.”  Mr. & Mrs. M

“We had to find a home health company fast for my mom.  Alex gave us the top 3 in order of recommendation.  My family is so grateful for her experience and advice and we hired the 1st one the list”!  Rebecca M.

“I had no idea what questions to ask, or the difference between home health, hospice or assisted living.  It was such a relief and comfort to have someone I know, and trust educate me on the language and option for senior living for my mom & dad."  Donna B.

“Alex was such an authority on the communities, I felt confident in her knowledge about their reputation and what they had to offer.”  -Ms. betty