When I meet first-time clients, I make it a priority to clarify exactly how my role as an Elder Care Advisor works, especially because few people are familiar with what an advisor like me does. I start by explaining that I’m here to guide families through the maze of senior care options, help them identify the right fit for their loved one, and offer resources in home care, legal needs, and Medicaid planning. My goal is to simplify this complex process while handling emotionally sensitive conversations with care and respect.

A crucial part of this first conversation is discussing how I’m compensated. I let clients know that I’m paid by the senior living communities they ultimately choose, not by the clients themselves. This is essential because it prevents any confusion about my services being free of charge to them, and it encourages them to work through me rather than contacting communities directly, which ensures I can be compensated for my guidance.

Since I’m the only person in my business, I cover all this information myself to ensure it’s communicated thoroughly and thoughtfully right from the start.