Personalized Living Plan
Silver Sherpa works with clients to assess, build and deliver thoughtful, practical plans that provide a comprehensive roadmap for all aspects of ageing. We go beyond just health or finances to consider the whole person – how you want to live, what lifestyle you expect and how to use your resources to achieve that.
Your Client Director will be there every step of the way. We are proactive advisors, helping people live life on their terms.
Your Personalized Living Plan
1. Comprehensive Assessment
- Assess nine quality of life factors
- Identify short term and long-term needs, priorities, and goals
- Receive a customized printed report summarizing your information in an easy-to-read format
2. Action Plan
- Goal-based and prioritized
- Addresses potential risks
- Sets realistic next steps to achieve your priorities and goals
- Identify tasks, resources, and documents required to achieve goals
- Identify costs associated with proposed options
- Facilitate round-table discussions with your family and/or your advisors
3. Ongoing Project Management
- Execute action plan, starting with priority tasks
- Coordinate meetings with required professionals
- Review and revise action plans in regular meetings with your Sherpa Client Director
- Manage information updates and integrate new information into client documents.
Testimonial
We had tried four times before to move our frail parents but for various reasons, we could not make it happen. Silver Sherpa worked with our parents over four months to figure out what they wanted and then put together a team of over ten companies to make it happen. Silver Sherpa visits every week in my parent’s retirement home and we now have Sherpas for life.
D. F.