What is a Strategic Life Plan?

• 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.

• A Strategic Life Plan considers the goals, preferences and financial means of the older adult.

 

What Are the Benefits of a Strategic Life Plan?

• It is a proactive vs. reactive approach.

• It gives peace of mind and ensures that wishes will be honored.

 

Who Needs A Strategic Life Plan?

• An older adult who wants to design their own future

• An older adult/family who want to understand costs and what options are available

• Adult children who need an emergency plan that provides guidance and resources

• Individuals who have been designated an HCP and/or POA who need a plan for the future