• saving in care costs
• making the most of insurance
• avoiding expensive duplication
• saving in travel expenses
• avoiding lost wages
• saving household expenses
• making better financial decisions

Elder Care Advocacy

• Assessing the needs of the elder and offering information about local services available
• Recommending the most appropriate, available, and cost-effective services that will support the older adult and their family
• Monitoring and evaluating services, and making adjustments as needs change
• Performing important services to physicians by monitoring medical treatment compliance issues, providing help with medications, assuring scheduled appointments are kept
• For long-distance caregivers, providing the ongoing supervision and communication link so often needed to avoid frequent and costly trip

Personal Cash Management

• Daily Money Management – bill paying & personal budgeting
• Insurance Claim Service – providing assistance with claim filing and follow through with insurance on claim payments

Education Consulting & Advocacy

• Review Educational Testing and Child Study Team Reports to assess the needs of the student
• Recommending the most appropriate education services to support the student
• Shadowing and monitoring a student in school