Dashboard

DK

What needs your attention

Sarah chose these as the most important next actions — never more than three.

1
Set up the pharmacy’s free blister-pack service — one call, huge relief
Medication Management · chosen by Sarah as most urgent · this week
2
Before discharge day: I review the plan and ask the questions families don’t know to ask
After the Hospital (Discharge & Recovery) · chosen by Sarah as most urgent · this week
3
Walk the home together with my 20-point safety checklist
Home Safety Assessment · chosen by Sarah as most urgent · this month
2 of 30 steps done across the whole plan — steady is the goal.
SJ
Sarah Jennings
Your aging advisor · Certified Senior Advisor · (555) 010-4482 · sarah@silverstead.example
"Done — the first blister packs arrive Monday. This is exactly the kind of thing the plan is for."
Sarah · Tuesday 7:02 pm

Where the plan is focused

What changed since your last visit

Sarah updated the plan — a new step under Medication Management.
Yesterday
A document was added: Medication list template.
Yesterday
Note from Sarah: "The blister packs arrive Monday — one small step this week."
2 days ago

What's coming up

MonBlister packs arrive from Lakeside Pharmacy
Tue 2:00 pmSession with Sarah
Sep 15First plan review — Sarah walks the whole family through progress

Your care team

SarahAging advisor · (555) 010-4482
LakesidePharmacy, blister packs · (555) 010-2277
DanaElder law attorney · (555) 010-8841
See everyone Sarah has attached

Worth reading this week

How a medication review caught a risky mix

Chosen by Sarah — it's why the medication steps come first in Elaine's plan.

+
Emergency Card

Everything a hospital asks for — one tap, printable.

Elaine's Care Plan

Prepared by Sarah Jennings, your aging advisor · Updated today

2 of 30 steps done

Daily Living

From Sarah: Elaine's days still work — we're just taking the heaviest chores off her plate so her energy goes to the things she loves.
Household Assistance2 steps

Groceries, cleaning, errands, and home maintenance.

Start with a twice-monthly cleaning service — I’ll introduce you to Maria’s team, who my families love
Set up a simple grocery-delivery routine together on one visit
Caregiver Self-Care2 steps

You can't sustain this if you're burning out.

An introduction to a counselor who specializes in anticipatory grief
Build one honest hour of respite into every week — protected, no guilt
Driving & Transportation2 steps

Monitor driving safety and plan for the transition.

Register with the county senior ride service (I’ll walk you through the form)
Save a vetted driver’s number for the appointments I can’t attend

Tech & Safety

From Sarah: Nothing in this section is about gadgets for their own sake. Each one buys the family peace of mind at 2 a.m.
Home Safety Assessment2 steps

Identify and eliminate fall hazards before a fall occurs.

Walk the home together with my 20-point safety checklistOn your dashboard
Install grab bars & lighting — Tom’s crew can do it in an afternoon
Smart Home Automation2 steps

Low-effort technology that makes the home safer.

I’ll set up an Echo Dot on my next visit — music first, so it feels like a gift, not a gadget
Add medication reminders once it feels familiar
Medical Alert Systems2 steps

Personal emergency response devices for falls and medical events.

Compare the two systems I trust — I’ll bring both to try on
Do a practice “help” call together so it’s never scary

Healthcare

From Sarah: This is our first priority area. One quarterback for the doctors and one system for the medications — most of the worry lives here, so most of the plan does too.
After the Hospital (Discharge & Recovery)2 steps

A safe, calm landing back home after a hospital or rehab stay.

Before discharge day: I review the plan and ask the questions families don’t know to askOn your dashboard
First 72 hours: daily check-ins to catch problems early
Provider Team Coordination2 steps · 1 done

Make sure doctors are communicating.

✓I’ll build the one-page medical summary every doctor wishes existed
Join the next two appointments with you and capture the follow-ups
Medication Management2 steps · 1 done

Tracking prescriptions, interactions, and pharmacy coordination.

✓Set up the pharmacy’s free blister-pack service — one call, huge reliefOn your dashboard
Do a brown-bag medication review with Dr. Okafor
Trusted people to call: Lakeside Pharmacy · Pharmacy · Blister Packs — Sarah makes the introduction herself.
Aging care products and services: Medisafe — medication reminder app
Articles, checklists and templates: Use case · How a medication review caught a risky mix · Medication list template — Horizons template — checklists and templates are also saved on your Documents page.
Social Isolation Risk2 steps

Assess and address loneliness, withdrawal, and disengagement.

Explore the senior center’s Tuesday lunch group — I can arrange a friendly first visit
Schedule a standing Sunday video call with the grandkids

Financial & Legal

From Sarah: None of this is urgent this month. But every document we finish makes each future decision easier — we'll take them one at a time.
Medical Power of Attorney & HC Proxy2 steps

Legal authority for medical decisions.

A relaxed intro call with elder-law attorney Dana Whitfield — she explains everything in plain English
I’ll help gather what’s needed so it’s one visit, not five
Care Cost Planning2 steps

Realistic picture of current and projected care expenses.

Map monthly costs against income and benefits together
Screen for veterans’ and state benefits most families miss
Long-Term Care Insurance2 steps

Review existing policies or evaluate whether to obtain coverage.

We’ll gather the policies into your family portal so nothing gets lost
Shala reviews coverage and flags gaps — no sales pitch, just clarity

Final Stage & Legacy

From Sarah: We only walk this section at your family's pace. It's here so nothing ever has to be figured out in a hard moment.
Managing Medical Aspects of End of Life2 steps

End-of-life care options and documented wishes.

A guided family conversation — I’ll be there if you want me
Capture wishes in the portal where the whole family can find them
Palliative vs. Hospice2 steps

Understand the difference — palliative care can start much earlier.

I’ll vet the hospice team’s visit schedule — and push if they don’t appear
Weekly family check-in during this chapter, always

Trusted people to call

People Sarah has personally attached to Elaine's plan — she makes every introduction herself.

LP
Lakeside Pharmacy — Pharmacy · Blister Packs
(555) 010-2277 · Free weekly blister packaging and delivery — attached under Medication Management.
DW
Dana Whitfield — Elder Law Attorney
(555) 010-8841 · Explains POA and proxies in plain English — attached under Elder Law.

Aging care products and services

M
Medisafe — medication reminder app
Chosen by Sarah under Medication Management.

More appears here as Sarah adds products and services to the plan — drawn from the Horizons vetted-resource library (81 products and services, researched and pillar-mapped by the Horizons team).

Articles, checklists and templates

A
Use case · How a medication review caught a risky mix
From the Horizons library.
T
Medication list template
Horizons template — also saved on your Documents page.
SJ
Diane, it was good to talk yesterday. I’ve sent over my note — no rush at all. One small thing in the meantime: the blister-pack service at Lakeside is free and takes one phone call. Want me to set it up this week?
Tuesday 4:12 pm
DK
Yes please — that would take a real weight off. Mom doubled her evening pills again last Thursday.
Tuesday 6:40 pm
SJ
Done — the first blister packs arrive Monday. This is exactly the kind of thing the plan is for.
Tuesday 7:02 pm

This is the same secure thread Sarah sees — health details stay here, never in email or text messages.

Medication list template
Horizons template · attached from the Care Plan — Medication Management
Elaine — one-page medical summary
Prepared by Sarah · updated Jul 2
Current medication list
Synced with Lakeside Pharmacy · updated Jul 1
Paperwork checklist for Dana Whitfield
What to gather before the elder-law visit
Agreement & receipts
Care Plan engagement · deposit received
DK
Diane Kim
Approves changes and invitations
Owner
TK
Tom Kim
Sees the plan and can check off steps
Joined
EK
Elaine Kim
A simplified, larger-text view of her own plan
Invited

Elaine's Emergency Card

Everything a hospital or first responder asks for, in one place — kept current by the family and Sarah.

Elaine Kim

Age 82 · Lives independently at home
Emergency contacts: Diane Kim (555) 010-3390 · Tom Kim (555) 010-7714

Medications

Current list lives on the Medication list template (Documents page) — blister packs by Lakeside Pharmacy, (555) 010-2277.

Allergies

Penicillin. No food allergies on record.

Physicians

Dr. R. Patel, primary care — (555) 010-6612
Lakeside Pharmacy — (555) 010-2277

Insurance

Medicare ID on file in Documents · Supplemental: on file

Healthcare proxy & POA

Healthcare proxy: Diane Kim (documented) · Financial POA: in progress with Dana Whitfield

A fuller version is coming — built from Maggie's caregiving resource materials once imported.

Horizons Journey · Proposal #HJ-1052

A plan for the Kim family.

You don't have to figure this out alone — a plan built around your family, with someone in your corner from day one.
Prepared by Sarah Jennings, your aging advisor · Certified Senior Advisor

A note from Sarah

Dear Diane,

I know reaching out wasn’t easy. Many families start here feeling overwhelmed and uncertain — and most find that having a plan makes a real difference. You don’t need to have all the answers; that’s what I’m here for. Here’s what I’m proposing, and why — take your time with it.

Where things stand

Elaine has been having more forgetful days, and Diane is coordinating from two hours away while her brother visits on weekends. They want to keep Elaine at home as long as it’s safe — and they don’t always agree on what “safe” means.

Now: medication safety and a memory work-up. Soon: home safety refresh. Later: long-term care options, only when the family is ready.

Why a plan matters right now

You've started noticing things

Small changes that add up. A plan turns "I think something's going on" into a set of specific things to check and do.

Something just happened

A fall, a hospital stay, a diagnosis. A plan gets you past the immediate decision and onto what comes next.

You've been doing this a while

Managing it, mostly alone. A plan gets it out of your head and gives you help carrying it.

What this means for you

A personalized care plan

A roadmap for your loved one’s aging journey with what needs your attention now, what can wait, and access to qualified experts when you need them.

A secure family portal

A secure portal you share with your aging advisor and anyone in the family you choose to invite, holding the care plan, key documents, and the decisions made to date.

An experienced voice in the room

Your aging advisor attends meetings with you and any of your providers or specialists — asking what needs asking, making sure you’re represented, and that you leave understanding what was decided.

How we'll work together

1

A 90-minute consultation to understand your full situation before recommending anything.

2

I present your Care Plan and get you set up on the portal — next steps and expert resources in one place.

3

As needed, I am here for you — family meetings, appointments, whatever it takes to keep you moving forward with confidence.

Let's talk about cost

Care Plan — a plan built around your family's situation$1,500
To begin — 50% at signing$750
When your Care Plan is delivered$750
Hourly Support — check-ins and hands-on support, billed only for the time you use$200/hr
Ongoing plan access — keeps your plan, documents, and portal active for the whole family$10/mo beginning after 6 months
When you're ready,
Sarah would be honored to support you and your family.

Your aging advisor provides guidance and navigation support — not licensed medical, legal, or financial advice.