Strategic Life Planning
Strategic Life Planning is a tool that helps older adults and their families plan for the future.
What is a Strategic Life Plan?
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A Strategic Life Plan is a comprehensive template that addresses potential housing, care and support needs for the next phases of an older adult’s life.
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A Strategic Life Plan considers the goals, preferences and financial means of the older adult.
What Are the Benefits of a Strategic Life Plan?
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It is a proactive vs. reactive approach.
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It gives peace of mind and ensures that wishes will be honored.
Who Needs A Strategic Life Plan?
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An older adult who wants to design their own future
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An older adult/family who want to understand costs and what options are available
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Adult children who need an emergency plan that provides guidance and resources
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Individuals who have been designated a Health Care Proxy (HCP) and/or Power of Attorney (POA) who need a plan for the future
“Judy Dovev was extremely helpful and provided excellent service to my husband and I. In our early 80’s, we were facing the same issues of aging and were very reluctant to consider a retirement community.
Judy met with us regularly to get to know us, understand how we want to live, and ultimately came up with a plan for living at home for many years. This plan not only provides a long-range approach to our forthcoming years, but also flexibility to adjust to changes going forward."
M.M.