A Simple Two Step Path to Peace of Mind
Every Compass journey begins the same way — with a dedicated session to understand your world before anything else is planned or promised.
Step 1: Begin With a Discovery Session
Before any plan begins, we spend dedicated time getting to know you, your situation, your wishes, and what matters most so nothing is assumed and nothing is missed.
$495
one-timeIntake & needs assessment across all areas of daily life
Document and information gathering
Identification of services and support that fit your situation
Builds the foundation for your personalized Navigation Plan
Includes complimentary copy of "Navigating Aging"
Step 2: Your Personalized Navigation Plan
Built directly from your Discovery Session, your plan is tailored to you. Compass becomes your trusted point of contact, coordinating the right people and services so you or your family can focus on what matters most.
Customized to you
A fully customized Navigation Plan built around your unique situation and goals
A dedicated Navigator handling coordination, communication, and follow-through on your behalf
Regular updates keep you and your family informed, aligned, and never out of the loop
Management of all vendors, partners, and service providers involved in your life
Transparent scope-based pricing so you only pay for the support you truly need
Ready to Find Your Path Forward?
Every Compass journey begins with a single conversation about you.