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PERSONALIZED LIFESTYLE PLANS |
The Initial Planning Session
When you join Seniors on the Move, one of the first things you get in our New Member Kit is the "Lifestyle Planner Worksheet". You'll use it to jot down some key information about your issues and plans for the future -- Like who can I trust to come and fix my computer? Or take care of the yard? Or help me with my bills and insurance decisions? And when it's time to downsize to a more manageable residence, perhaps one with special care, what Communities will be the best for me and my family?
You can call and set your appointment anytime to meet with one of our Lifestyle Planners. In this first meeting, which can be done in person or by phone, you will use the worksheet as a foundation to talk through your current or anticipated lifestyle changes.
You can call and set your appointment anytime to meet with one of our Lifestyle Planners. In this first meeting, which can be done in person or by phone, you will use the worksheet as a foundation to talk through your current or anticipated lifestyle changes.
