Sherpas for Life™
Our combination of healthcare expertise, estate planning knowledge, and project management skills makes us an invaluable resource for our clients and their families. With Sherpas for Life™, we will continue working with you beyond our standard service packages – for as long as you want!
Elders and their families who have experienced our services often want us to stay on indefinitely to help them continue to refine and meet their goals.
Or if families live overseas or at a distance, we often provide regular visits, reviews, and customized support depending on your situation.
What Is Included?
- Your Client Director will continue working with you as long as you’d like
- Monthly reassessment of needs and goals
- Project management to meet your changing needs and goals
- Month-by-month payments (we don’t nickel-and-dime clients – you’ll get one bill, one price)
- Connect elders and their families with the right professionals at the right time to deliver on the plan – and we follow-up with any professionals or healthcare providers who do not respond
- Recommend options for you to choose from and ensure you understand all the cost implications
- Weekly meeting with clients to check in
- Response times of 1 hour or less
- e-Consultations if required