Geriatric care management is the process of planning and coordinating care of older adults to meet their care needs, maintain independence for as long as possible, and improve quality of life. Our guidance leads families to the actions and decisions that ensure quality care and an optimal life for those they love through: assessment and monitoring, planning and problem-solving, education and advocacy, and family caregiver coaching. Counseling and care management are available in Lee and Charlotte Counties.

Geriatric care management is a holistic approach that draws upon multiple knowledge areas:

Senior man and woman looking at iPad

Health & Disability

From physical problems to mental health and dementia-related problems, we interact with the health care system effectively and frequently. We attend doctor appointments and facilitate communication between doctor, client, and family. We help determine types of services – including home health and hospice – that are right for a client and assist in engaging and monitoring those services.


We help families adjust, cope and problem-solve from long-distance or in-home caregiving, while addressing care concerns, internal conflicts and differences of opinion about long-term planning.


Services may include reviewing or overseeing bill paying or consulting with a client’s accountant or Power of Attorney. We provide information on Federal and state entitlements, connecting families to local programs when appropriate. They also help clients and families with insurance concerns, claims, and applications.


We help families and clients evaluate and select appropriate level of housing or residential options.

Crisis Intervention

We offer crisis intervention when it is needed, helping clients navigate through emergency departments and hospitalizations, rehabilitation stays, and ensuring that adequate care is available to the client. For families that live at a distance, this can be a much-needed 24/7 emergency contact.


We refer to legal experts, like elder law attorneys, estate planners, and Powers of Attorney.

Local Resources

We know the local resources in our community and how services are accessed.


We are strong and effective advocates for clients and their families, promoting the client’s wishes with health care and other providers, ensuring that client’s needs are being adequately addressed.

We are an Advanced Professional Member of the Aging Life Care Association

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