Case Studies

• Mail Management
• Bill Paying Assistance
• Insurance Paperwork Management
• Life Management
• Daily Life Management
• Health Coordination

Connie was 80 years old and still living independently in the home where she raised her children. She had friends. She went to church. She had neighbors who kept an eye on her. Despite being asked many times, Connie did not want to relocate to her son in Texas. Her son was very concerned that something would happen to his mother. However, he respected her wishes with the condition that she have someone check on her weekly, assist with doctor’s appointments, assist with bill paying and make sure the household ran smoothly. Because of this oversight, we knew immediately when Connie had fallen and hurt herself. Despite the fact that she didn’t remember striking her head, it was evident that something was amiss.  We took her to the emergency room, informed the doctors, insisted on CT Scans because of the loss of hearing and change of mental state that we were seeing and waited with her until her son arrived.  Because of our knowledge of Connie, the ER staff did not see an elderly, disoriented, 80 year old.  They saw an 80 year old woman who, up until the day before, was active, driving, socializing and healthy.  Since the ER staff had an accurate picture of Connie because of our input, they reacted quickly.  Thankfully, three years later, Connie is alive and well and residing in a beautiful assisted living facility near her son.

• Insurance Paperwork Management
• Paper/Digital Organization

Julie is a very busy mother of three.  She works full-time and is married to a businessman who has a very erratic schedule.  She also deals with serious health issues for multiple family members which require many insurance claims to be filed.  We file all her insurance claims, process her EOBs, record all medical expenses and make sure she is ready for tax time each year with all of the medical expense she incurs.

• Paper/Digital Organization
• Virtual Assistance

Nancy runs her own business which keeps her very busy.  She doesn’t have the time or inclination to keep up with QuickBooks.  Twice a month, we enter all of her expenses into QuickBooks for her.  We reconcile all of her credit card statements and bank statements.  We address any issues that arise from a bookkeeping perspective. Nancy does what she does best – serving her clients!

• Household Organization
• Downsizing Assistance

Helen is a 70 year old woman who lives independently and has medical issues.  Helen, like many of us,  has trouble letting go of items and has years of mementos, clothing, kitchen items, etc. to sort through so that she can move to a great senior subsidized apartment.  We worked with Helen to sort through her items, arranged donations and helped Helen pack up what she was keeping for the move.  Helen was so pleased with the support we provided and is now happily living in her new apartment!

• Insurance Paperwork Management
• Health Coordination

Louise was 83 and terrified when she needed knee replacement surgery. Despite having undergone knee replacement surgery five years prior on the other knee, she realized that she was older now and that the recovery would be more difficult. Louise engaged our services to take her to the doctors and to make sure she had all the prescribed testing performed so that she was ready for her surgery date. After her surgery, we helped her continue to keep her spirits up by bringing groceries from Whole Foods that she was used to eating: fresh fruit, organic whole grain cereal, whole grain crackers, dark chocolate, etc. She continued to utilize our services upon her return home to engage the services she needed to further her rehabilitation: physical therapy sessions, home health aides, home management, and errand running to name a few.

• Mail Management
• Money Management
• Insurance Paperwork Management
• Life Management

John & Mary are an amazing couple who are both 93 years old.  They continue to live independently with the assistance of an aide during the day.  John & Mary realized a couple of years ago that they were having trouble managing their daily paperwork, paying bills, knowing when a notice was truly a notice and not a solicitation that they could ignore and making phone calls to credit card and insurance companies.  We met with John & Mary anytime they need us to review their paperwork, make sure bills are paid, make phone calls and reconcile their checkbook.

• Mail Management
• Money Management
• Insurance Paperwork Management
• Paperwork Replacement (e.g. Car Title)
• Daily Life Management
• Health Coordination
• Downsizing Assistance

Marci was divorced and lived alone.  She had three sons that she was very close to.  When Marci was diagnosed with a recurrence of breast cancer, she decided to hire a life manager.  She wanted to make sure that her children did not have to deal with the details of her life and her treatments on top of their responsibilities (e.g. jobs, wives, children).  She wanted to preserve her mother/son relationship with all three of her sons.  We supported Marci by taking her to doctor’s appointments, helping her review doctor’s notes and recommendations, making follow-up calls, scheduling new appointments and keeping the family updated with pertinent medical information and upcoming appointments.  We helped her pay her bills and sort out insurance issues.  We helped her shop and arranged for someone to clean her condo.  We took her beloved dog to the vet and groomer and made sure Carly always had food available.  When extra care was required, we conducted interviews to find the right personal care assistants for her mental and physical well-being.  We assisted Marci’s children when Marci passed away in October of 2011.  We helped her family empty her condo by packing everything the family wanted to keep, arranging for donations and cleaning out everything else so that the condo could be placed on the market.

• Insurance Paperwork Management
• Household Organization
• Daily Life Management
• Health Coordination

Lauren is a 78 year old woman living independently who does not have family locally that she can call upon for assistance. Lauren is very active with her volunteer work. Lauren uses our services whenever she needs assistance with something she cannot do herself. Lauren has us run errands to stores that are too far for her to drive to alone. She uses our services to assist with any technology issues that she may encounter: setting up a new TV, microwave, or phone, fixing the computer or changing the printer cartridges.  She used our services to reorganize her kitchen cabinets to make it easier to reach items that she needs every day.  She also enlisted us to manage insurance paperwork when she because too ill to do it herself. To this day, Lauren prides herself on her independence but is not afraid to enlist our assistance when she needs it.

• Downsizing Assistance

Ann was living independently when she suffered a stroke and needed to move to assisted living.  Ann’s daughter lives in North Carolina and was not able to be here to supervise the daily work of the move.  We emptied the townhouse by packing everything Ann wanted to keep and moving it to a storage facility, arranged for donations and cleaned out everything else so that the townhouse could be placed on the market.  We worked closely with Ann’s daughter in North Carolina by taking pictures of items, emailing and talking on the phone.  When Ann was ready to move to assisted living, we took everything out of storage and set up her room to make her feel comfortable and at home.