Refer a Client
When your client’s plan needs someone to carry it out.
The move stalls. The estate waits. The family freezes. We pick up, put the plan in writing, and report back, without becoming one more thing you have to manage.
Who We Work With
The professionals who serve the same families.
Estate and elder law attorneys
When the plan is signed and the family needs someone to carry it out.
Financial advisors and trust officers
Your client has the plan. We keep it moving between your meetings.
CPAs
Organized records and documents, gathered for you with the family’s consent.
Aging life care managers
We coordinate the practical side so your care plan lands well.
Senior living communities
Move-ins, turnovers and level-of-care moves, handled with care.
Hospice, discharge planners and home health
A safe, settled home and a family that knows what’s next.
Faith communities
Practical support for members facing a move, a care decision or a loss.
Bank and trust departments
A documented, administrative partner for the households you serve.
Employer HR and benefits teams
Help for employees caring for an aging parent.
If your work serves a family in transition, we should talk. Refer a client
What You Can Hold Us To
What partnership looks like.
- 01A response within one business day on every referral, including the ones that turn out not to be a fit.
- 02One named Private Coordinator per family. You never re-explain the situation.
- 03A written plan and estimate before any work begins.
- 04Updates to you on the rhythm you choose, with the family’s written permission.
- 05No referral fees or revenue share, in either direction. Nothing for your compliance team to manage.
- 06A plain, early answer when something is outside what we do.
- 07Credentials: CPO, cSMM, ECHM. Insured, bonded, background-checked and drug-tested.
How To Refer
Three ways, each one step.
Call the direct line
719-231-5425 x 3 reaches a person during business hours.
Send the referral form
About a minute. We take it from there and keep you posted.
Hand your client this page
Or the partner kit: one-page overview, how to refer, and the client consent form.
Get the partner kitReferral Form