HORIZONSPRO
Aging Advisor Onboarding Invitation for Pamela Henning
You’re invited

Pamela, bring your practice to one platform built for this work.

Horizons Journey is the operating system for aging aging advisors — run intake, consultations, care plans, proposals, scheduling, and billing for the families you already serve, with a secure portal for every family. Membership is by invitation and requires current professional credentials.

MM
Maggie Morrissey
Co-founder, Horizons Journey

Why aging advisors join

01
Serve the families you already work with

Bring your own clients onto the platform — no commission on them; they’re covered by your membership. Everything you deliver looks and runs more professionally.

02
One tool instead of six

Client records, guided intake and consultation, a care-plan builder, client proposals, scheduling, and billing — replacing the patchwork of spreadsheets and documents.

03
Your trusted providers, plus ours

Upload your own trusted providers and specialists, and draw on the Horizons vetted network when you need someone new.

04
You never chase an invoice

Families pay securely online — 50% at signing, 50% at delivery, hourly after that. Payouts land in your bank via Stripe.

05
Platform-matched families, as you have room

An additional opportunity, not a promise: when families come to Horizons looking for what you do, we can match them to you — always respecting your capacity settings.

06
Built for trust

A secure platform with strict data privacy — families’ information is encrypted, access-controlled, and never sold.

What it costs — no surprises

$99 / mo
Platform membership

Introductory first-year rate: TBD. Billing starts at activation.

20%
Horizons-matched families

You keep 80% on engagements we bring you.

0%
Your own clients

No commission — covered by your membership.

Example: a $1,500 Care Plan from a Horizons-matched family pays you $1,200; the same plan for your own client pays you $1,500. Payouts arrive via Stripe after a 7-day hold.

Onboarding happens in three stages

1
Apply

The basics: who you are, where and how you serve, your specialties, and your rates. Save and return anytime.

2
Verify

Your licenses & credentials and liability insurance, your agreements, and your payment and calendar connections. Nothing goes live until all items clear — that protects families, aging advisors, and Horizons.

3
Profile

Your photo, your story, and optional white-label branding — completed after approval.

Stage 1 · Apply

Your account.

Quick to enter, and secured with modern sign-in — a passkey on your device, or a one-time email code. No passwords are ever stored.

🔐
Passkey (recommended) or email code

Set up when you first sign in — simple and secure, with no password to remember.

Stage 1 · Apply

Your practice.

Where and how you serve families, and what you’re best known for.

How do you serve families? — choose one or both
I offer in-person services
I offer remote / virtual sessions
Your specialties — choose up to 3
Population focus — optional
Veterans
Solo agers
Stage 1 · Apply

Services & your rates.

Choose what you offer and set your own rates. You can adjust the price on any individual proposal to fit that family’s situation.

Care Planone-time

A plan built around the family’s situation — the roadmap everything else follows. Billed 50% at signing, 50% at delivery.

Hourly Support

Hands-on support billed by the hour — whether standalone or following a care plan.

Stage 2 · Verify — the gate to activation

Trust, verified.

This gate protects families, aging advisors, and Horizons. Nothing goes live until all items clear — verification typically takes 3–5 business days.

Your licenses & credentials *
Annual attestation. I confirm my credentials are active and in good standing, and I’ll re-confirm each year.
Professional liability insurance *
🛡 Upload insurance certificate (carrier + expiry)
Availability & capacity
Connect your accounts
$
Stripe payouts

Stripe’s secure onboarding collects your legal, bank, and tax details itself — Horizons stores only the connection status. Payouts arrive automatically after a 7-day hold.

📅
Your calendar

Link your calendar (Google or Outlook) to the Horizons platform so we can keep your schedule conflict-free. We store only the connection status.

Agreements
Aging Advisor Agreement. Membership, the platform commission on Horizons-matched families, payouts, and how either of us can part ways kindly. Read the full agreement
Confidentiality & data privacy agreement. You’ll handle families’ personal and health information — this keeps it protected. Read the agreement
Scope of practice. Advising is guidance and navigation — not licensed medical, legal, or financial advice; I’ll refer to licensed professionals where required.
Stage 3 · Profile — after approval

Your story.

What families see when they’re choosing who to trust. You can finish this after approval; it just has to be done before you appear in search.

📷 Upload your headshot
Your booking page
Standard Horizons Journey page — included in your membership.
White-labeled page with your logo & brand colors — additional $[X] per month.

One last look, then sign.

Here’s what you’re submitting. Anything wrong? Jump back — nothing is lost.

Aging AdvisorPamela Henning
Service areaVirtual
Specialties0 selected
Care Plan rate$1,500 · one-time
Hourly Support rate$200 / hr
Capacity6 families
Membership$99/mo (intro first-year rate TBD)
Commission20% Horizons-matched · none on your own clients
ConnectionsStripe · Calendar
Sign
Submitted ✓

Welcome to the network, Pamela.

Your application is in. Your membership fees don’t start billing until you’re activated — most aging advisors are live within 5–10 business days.

What happens next

Application received

Your application and signatures are in. Confirmation email is on its way.

2
Credentials & insurance verification — 3–5 business days

We verify good standing with your credentialing organizations and check your insurance dates.

3
Onboarding conversation — 30 minutes

A friendly call, not an interview: we hear your story, walk the platform together, cover training, and confirm you’re ready.

4
Connections check

We confirm your Stripe and calendar connections are live.

5
Live & matching

A final review of your profile and tags, and you’re active — ready to serve your clients and receive matches.

Questions in the meantime? Reply to any of our emails and we’ll get back to you quickly.