Start where you are.
Some families are planning quietly ahead. Others are responding to a change and need help this week. Both are a fine place to begin.
You don't have to know exactly what you need to take the first step. If you're not sure where to begin, start with a free 15-minute call — or explore the situations below to see if one sounds familiar.
WHERE TO BEGIN
Does this sound like you?
Wherever you are - planning head or facing something now.
“ A parent's health just changed, and we need to act soon.
“ My parents are doing fine, but I want us prepared before something happens.
“ A change in my life means I need to make some decisions about what comes next.
“ I'm navigating this on my own, and I want to be organized and prepared.
“ Our family sees things differently, and we need to get on the same page.
If any of these sounds familiar, you don't have to sort it out alone.
WAYS WE CAN WORK TOGETHER
Prefer to explore before you reach out? Here's how we help.
SEE THE FULL PICTURE
Your Silver Path Plan
$295
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. We look at how those areas connect to deliver a prioritized roadmap tailored to your unique situation, then walk through it with you.
You'll receive:
— Your Readiness at a Glance, with 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
— A 30-minute call with Jill or Steve to review your results
Best for — individuals and families who want to see the full picture, understand where they stand, and open the conversation with loved ones.
ALIGN & DECIDE
Planning Engagement
$1,950
If you’ve already completed Your Silver Path Plan, its $295 cost is credited toward the engagement.
Held by video call. In-person available by request at our Gladwyne, PA office or within about 20 miles.
Your Silver Path Plan shows where you stand. The Planning Engagement is where you decide what to do about it. Jill and Steve guide you, and anyone you’d like to include, through the decisions that matter most right now. You leave with a written record of what was agreed.
What's included:
— Your Silver Path Plan, with full scores and roadmap. Most clients complete the online assessment on their own in 20–30 minutes. If you’d prefer, we can go through it together in a guided session.
— A 30-minute call to review your results and decide what to focus on in your planning meeting
— A facilitated planning meeting of about 90 minutes with Jill and Steve
— Decisions & Next Steps: a written summary of what was decided, who’s handling each item, and by when
— A follow-up call with Jill or Steve within 30 days to check on your progress
Best for — individuals and families facing important aging decisions who want expert guidance and agreement on what comes next.
TAKE ACTION
Implementation Support
$275 / hour
2-hour minimum, then half-hour increments.
Flexible, hands-on help moving your plan forward. We research options, introduce you to vetted specialists — elder law, care management, senior real estate, move managers — and keep the details moving. Available at any stage; no prior engagement required. Most work happens by phone, email, and video, with in-person available locally on request.
— Help researching options and working through decisions
— Introductions to vetted specialists through our national CSA network
— Someone keeping your plan moving forward
— Guided community tours, featuring worksheets on what to look for and ask
Best for — individuals and families who want ongoing guidance as questions arise, decisions unfold, and new challenges emerge.
EVALUATE HOUSING
Compass for Senior Housing
$50
Choosing senior housing is complex and emotional, and many families tell us they don't know where to start. This digital PDF guide gives you a clear, structured way to weigh the pros and cons of staying home versus moving — so you can work through the decision with less stress and more confidence, whether you're deciding this month or just starting to wonder.
Inside the guide:
— Decision Framework: staying home versus moving to senior living
— Practical Tools: assess needs, compare costs and understand options
— Safety Planning: reduce fall risks wherever "home" may be
— Communication Guides: sample language for tough topics
— Transition Planning: step-by-step guidance for the move itself
Best for — individuals and families weighing a move, who want to compare staying home with senior living, work through the options at their own pace, and feel sure before anyone commits.
FREE · 15 MINUTES
Introductory Meeting
A 15-minute video call to talk through what's prompting your outreach, what you're hoping to accomplish, and whether Silver Path is the right fit. No obligation.
Questions families ask first
My parent doesn't want help. Can we still start?
Yes. Many families begin with the Your Silver Path Plan on their own to get oriented. It's built in part to help you open the conversation with loved ones. If family members see things differently, the Planning Engagement makes room for everyone's voice.
Do we have to take these services in order?
No. Each stands on its own, and plenty of seniors only ever need one. Your Silver Path Plan is included in the Planning Engagement, so if you start with the Plan, its cost is credited when you move forward.
What is the difference between Your Silver Path Plan and the Planning Engagement?
The Plan is an assessment. It shows where you stand across all six areas and what needs attention, and we walk through the results with you. The Planning Engagement is where decisions get made: we meet with you and your family, work through the priorities together, and put in writing who will do what, and by when.
What if we're not sure a move is the answer?
That's the question the Compass is built around. It gives you a clear method for weighing staying at home against moving to senior living, based on your family's needs, values and preferences.
Whose interests are you representing?
Yours. We're neutral, third-party specialists in aging — Certified Senior Advisors who guide you through the six areas of aging readiness, focusing entirely on what your family needs most right now — with the senior's interest as our north star.
Do you sell care, housing, or financial products?
Never. When something calls for specialized expertise, we can connect you with the right professionals. We take no commissions or referral fees.
We're out of state. Does that work?
It works well. We're based outside of Philadelphia, PA and serve families nationwide by video and phone, with a national network of Certified Senior Advisors for on-the-ground needs.