Six families are counting on you this week — here's where each of them stands.
7
Families in your care
2 new this month · 1 standing by
3
Conversations this week
Next: Kim family · Tue Jul 7, 2:00 pm
1
Proposal awaiting reply
Feld family · sent 2 days ago
$4,350
This month's engagements
Paid securely via the platform
Your family pipeline
Needs your attention
Susan Feld opened your proposal twice but hasn't replied. A check-in call may help — her father Howard came home from rehab last week.
2d
The Kim family finished their intake. Review it before Tuesday's 2:00 pm care-plan session — Elaine's daughter flagged memory concerns.
Jul 7
Rivera family — new lead matched to you for hospital discharge planning. They asked to talk this week.
1d
Quarterly review due for the Marsh family — their plan hasn't been revisited since April.
this wk
Quiet-time watch
6-month rule
After six months with no billable activity, the family moves to a $10/mo platform subscription. If they re-engage you, the subscription pauses automatically.
Doyle family
Standing by · 7 mo
Marsh family
5 of 6 months
Cohen family
2 of 6 months
Feld family
Active
Worth remembering: every family here first reached out during a hard week. A short check-in note during quiet months keeps the relationship strong.
The families you're walking with
Every card is a family who asked for a steady hand. Click any of them to pick up where you left off.
Each card's "where they are now" line is written by you — it lives in the family's 360 (Overview tab) and updates here the moment you edit it. After six quiet months a family moves automatically from By their side to Standing by.
Intake forms
Six questions, about two minutes — sent before the free intro call so you walk in prepared. Private & secure; answers appear in the Care Plan Consultation the moment a family finishes.
📨 Send an intake
A personalized link, in your voice. Works for new prospects or existing families.
🔒 Answers live only in the secure portal — never in email. The link is single-use and bound to their address.
Sent & waiting
The 6 questions families see
~2 minutes▾
Care plan consultation
The deeper, 90-minute conversation that comes after the family says yes to the Care Plan — the free intro call and intake have already happened. The five pillars guide it: listen first, capture notes, and flag what's on fire now versus what can wait. This consultation guide is included but never required — use it, or your own process; the Care Plan Builder works either way.
Saved ✓
Care Plan Builder
Turn your conversation into a clear, personal plan. Switch a topic on and it appears in the family's view — with your steps, your notes, and your trusted people. Everything else stays out of sight so they're never overwhelmed.
Elaine's plan so far
Priorities from your conversation
Steps, not weeks: families in crisis respond better to "step one, step two" than to dated timelines.
Saved ✓
How we can help — your proposal to the family
After the free conversation, this is the proposal you send. It sets clear expectations on where things are today and how you can support them. Prices come from your approved rate card.
Services & cost
Your standard rates · adjustable per family
Add another service — your own offering, named and priced by you; it appears in the proposal and the investment summary
What this means for you
Include what fits this family — not every family needs all five
Why families trust us
How we'll work together
Edited here, for this family only
Investment summary
50% at signing, 50% when the Care Plan is delivered; hourly billed for time used. Platform share: 20% on Horizons-matched families; no commission on clients you bring. Payouts arrive after a 7-day hold.
Send it their way
Your standard rates are starting points — edit the numbers above to fit this family's situation, exactly as the proposal template intends. Your standards live under My Practice.
Your trusted network
The people you'd send your own mother to. My network is yours alone — no other aging advisor can see it. Horizons-vetted experts are shared across the community and vetted by the platform.
My practice
How your practice shows up to families — your brand, your rates, your specialties.
Practice branding
Families can see your own brand on everything client-facing — your proposals, their care plan, their portal. Horizons stays quietly in the background.
Show my practice brand on client-facing pages (white label)
Capacity & new families
Matching respects these settings instantly. When you're full — or you flip the switch off — new families simply don't see you. No awkward declines, and nobody waits on you.
Accepting new families — flip off anytime (vacation, a heavy month, life) and matching pauses instantly
6 of 8
⏸ Pause me automatically
New matches stop the moment I'm full, resume when a spot opens.
✋ Ask me each time
Keep sending matches at capacity — I'll accept or pass within 24h.
Your rate card
Two services, your prices. These standard rates pre-fill your proposals and are always adjustable per family. Membership is $99/mo (introductory first-year rate TBD); the platform share is 20% on Horizons-matched families and nothing on your own clients, with a 7-day payout hold — per your Aging Advisor Agreement.
Specialties
Families are matched to you by what they're looking for. Keep these current — they drive your leads.
Dementia & Memory CareHealth Emergency RecoveryAlternative Housing OptionsCaregiver & Family SupportLong-Term Care Insurance
Comfortable reading
Some of your clients are the elders themselves. Larger text applies to everything families see.
Larger, easier text in the family portal
Send a message
🔒 No health details in email or text. Anything sensitive goes in the secure portal — this message should just invite them there. Sensitive words are flagged before sending.