CCRC Planning: Choose with confidence before you commit

A continuing care retirement community (CCRC) is one of the biggest decisions you'll make for your future, often with a significant entrance fee and a contract that shapes your care for years. I help you compare your options while you're still planning, not in a crisis.

Who this is for

Individuals or couples who are independent today and planning ahead
Families comparing CCRCs in the Charlotte area
Adult children helping a parent plan their next move

Why work with me

I've worked inside five CCRCs in this area as an Occupational Therapist. I've seen how care works as needs change, from independent living to assisted living, memory care and skilled nursing, and I know what to look for long before you need it.

What's included

A planning conversation about your priorities, location and timeline
A short list of CCRCs that fit, based on what I've seen inside each one
Tours together, with the questions you won't think to ask
A clear look at how each community handles moves between levels of care
A list of contract and financial questions to bring to your attorney or financial advisor
A side-by-side summary to help you decide

How the fee works

Because planning for a CCRC is a different kind of decision, this is a flat-fee service paid by your family. [FEE AND WHAT IT COVERS – SUMMER TO CONFIRM]

CCRC planning is not legal or financial advice. I'll help you know what to ask; your attorney or financial advisor should review any contract.

Let's talk about your plans

Schedule a Free Discovery Call

Need help right away? Call me directly at 704-352-3587.