WAYS WE CAN HELP

Choose Your Next Step

Your Silver Path Plan

$195

A personalized roadmap for navigating the complexities of later life with greater clarity and confidence.

Complete our comprehensive online assessment (56 questions, about 20–30 minutes), covering all six planning areas — from housing, health and care to organizing the essentials, legal and financial protection, thriving in the later years, and honoring life and legacy. We look at how these areas connect to deliver a prioritized roadmap tailored to your unique situation.

You'll receive:

Your Readiness at a Glance, featuring personalized scores across all six areas
Best practices for each planning area
Tailored recommendations based on your responses
A prioritized roadmap with short-, medium-, and long-term action steps
A record of your responses for future reference

Delivered to your inbox within 3 business days.

BEST FOR — Individuals and families who want to see the full picture, understand where they stand, and open the conversation with loved ones.

How We Build Your Plan & Protect Your Privacy

This report is tailored to your unique situation and grounded in our expertise as Certified Senior Advisors (CSAs). We use Claude (Anthropic's AI) to efficiently organize and analyze your assessment responses against our proprietary framework. Every report is then personally reviewed, refined, and finalized by our team before it is delivered to you.

We take your privacy seriously. Your information is kept confidential, is never shared or sold to third parties, and is never used to train AI models.

Order Your Plan

Planning Conversation

A structured 60–90 minute conversation with Jill and Steve to help you navigate important aging decisions with confidence and direction. Includes pre-meeting preparation and a tailored agenda.Together, we’ll identify priorities, explore options, address concerns, and create a practical path forward. You’ll leave with a clearer understanding of your options, defined priorities, and agreed-upon next steps.

OPTIONAL ADD - ON

A Personalized Action Plan documenting decisions, roles, and timelines. Priced to your situation.

$895

BEST FOR — Individuals and families who want guidance navigating an important aging decision, aligning priorities, and determining the right next steps.

Implementation Support

Flexible guidance and hands-on help working through decisions, researching options, identifying and coordinating specialists, and keeping your plan moving forward. We can also connect you with trusted experts through our national network of Certified Senior Advisors. No prior engagement required.

$275 / Hour