For attorneys, financial advisors, CPAs and care managers
You plan. We execute, and keep you in the loop.
TLC carries out the plan you designed for your client, keeps one secure record, and routes every advice question back to you.
Your Client’s Life Chapters
Where TLC fits in your client lifecycle.
Your accumulation-phase client, often the adult child with an aging parent and no time.
When to refer
- “I worry about my mom.”
- “We’re moving or selling.”
- “I don’t know where anything is.”
Downsizing, aging in place, a health event, or a decision about a higher level of care.
When to refer
- A fall or hospital stay
- “Should Mom still live alone?”
- A client who is the overwhelmed adult child
The moment assets pass to heirs. We carry the practical load so you stay the calm, trusted professional with the next generation.
When to refer
- A client death
- An overwhelmed executor
- An inherited house
ACTO is the hands. TLC is the hub. Your client gets one point of contact either way.
Your Lane Stays Yours
We never compete with your advice.
You
Design the plan, give the advice, and make the professional decisions.
TLC
Carry out the plan, keep one secure record, and route every advice question back to you.
How We Serve Your Client
Six clear steps, with you informed at each one.
You’re informed at every step.
You refer
An introduction to the family’s decision-maker.
Consent
The family authorizes what we may share with you.
Blueprint
We map the plan, priorities and next steps.
We execute
One coordinator carries out the plan.
We report back
Progress updates on the rhythm you choose.
We close
A close-out package for your file.
Update Rhythm
You hear from us on a schedule.
Reports arrive on a rhythm you choose, so your file stays current without another call on your calendar.
| Essential | At milestones |
|---|---|
| Signature | Monthly |
| Concierge | Every two weeks |
Ethics
Clean relationships, in writing.
- Free to refer.
- No referral fees or revenue share, either way.
- No legal, tax, financial or medical advice.
- Families pay vendors directly, with no markups.
Video
How TLC works with your clients
Video coming soonPartner Kit
Everything you need to refer with confidence.
One-page overview
What TLC does and doesn’t do.
How to refer
The simple introduction steps.
Client consent form
What the family authorizes.
Sample progress report
What you’ll receive from us.
Founding Partners
Become a Founding Partner.
An early briefing before the January 2027 launch, and first scheduling for your clients.
Partner levels are earned and always free: Referral Partner → Preferred Partner → Strategic Alliance.
Co-branded materials go through your compliance review first.
Until then, call 719-231-5425 x 3.