Concierge

Advisory

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ADVISORY SERVICES

Clarity for the decisions ahead

Some families need ongoing support. Others need a clear plan and an experienced guide to help them make it. Our advisory services, led by experienced physicians, are available nationally—a focused, fixed-fee engagement that helps your family understand where things stand, what's likely ahead and what to do next.

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When families come to us

Planning Before a Crisis

Everything is fine for now, but you know it won't stay that way. We help you get ahead of it, while there's still time to plan instead of react.

Planning Before a Crisis

Everything is fine for now, but you know it won't stay that way. We help you get ahead of it, while there's still time to plan instead of react.

Planning Before a Crisis

Everything is fine for now, but you know it won't stay that way. We help you get ahead of it, while there's still time to plan instead of react.

A Loved One Who Isn't Ready for Help

Your parent resists the idea of support. We help your family find the right approach and the right words to introduce help in a way they can accept.

A Loved One Who Isn't Ready for Help

Your parent resists the idea of support. We help your family find the right approach and the right words to introduce help in a way they can accept.

A Loved One Who Isn't Ready for Help

Your parent resists the idea of support. We help your family find the right approach and the right words to introduce help in a way they can accept.

A Big Decision to Make

Staying at home or moving. Hiring in-home care. What to do after a hospitalization. We help you weigh the options with a clear view of the tradeoffs.

A Big Decision to Make

Staying at home or moving. Hiring in-home care. What to do after a hospitalization. We help you weigh the options with a clear view of the tradeoffs.

A Big Decision to Make

Staying at home or moving. Hiring in-home care. What to do after a hospitalization. We help you weigh the options with a clear view of the tradeoffs.

A Family That Isn't on the Same Page

Siblings in different cities with different views. We bring everyone to a shared understanding and a plan the whole family can stand behind.

A Family That Isn't on the Same Page

Siblings in different cities with different views. We bring everyone to a shared understanding and a plan the whole family can stand behind.

A Family That Isn't on the Same Page

Siblings in different cities with different views. We bring everyone to a shared understanding and a plan the whole family can stand behind.

Dealing With an Acute Situation

A fall, a hospitalization, a new diagnosis. We help you understand what's really happening and make the next decisions with a clear head, particularly when you're caring from a distance.

Dealing With an Acute Situation

A fall, a hospitalization, a new diagnosis. We help you understand what's really happening and make the next decisions with a clear head, particularly when you're caring from a distance.

Dealing With an Acute Situation

A fall, a hospitalization, a new diagnosis. We help you understand what's really happening and make the next decisions with a clear head, particularly when you're caring from a distance.

A Neutral Perspective

For health care agents, trustees and families who want an independent, physician-led perspective before making an important decision.

A Neutral Perspective

For health care agents, trustees and families who want an independent, physician-led perspective before making an important decision.

A Neutral Perspective

For health care agents, trustees and families who want an independent, physician-led perspective before making an important decision.

What an advisory engagement can include

Family Conversations and Goals

Structured conversations with your loved one and the family members who matter, to understand what matters most, such as where they want to live, how they want to spend their time and what they want to avoid.

Family Conversations and Goals

Decision-Making Readiness

A review of who is authorized to make health care and financial decisions, and where the gaps are, including powers of attorney, health care agents and HIPAA authorizations.

Decision-Making Readiness

A review of who is authorized to make health care and financial decisions, and where the gaps are, including powers of attorney, health care agents and HIPAA authorizations.

Decision-Making Readiness

A review of who is authorized to make health care and financial decisions, and where the gaps are, including powers of attorney, health care agents and HIPAA authorizations.

Health Information Review

A plain-language summary of your loved one's health picture, drawn from their records and their care team, so the family understands what they're working with.

Health Information Review

A plain-language summary of your loved one's health picture, drawn from their records and their care team, so the family understands what they're working with.

Health Information Review

A plain-language summary of your loved one's health picture, drawn from their records and their care team, so the family understands what they're working with.

Scenario Planning

What happens if there's a fall, a hospitalization or a decline in memory? We map out the likely scenarios and how your family would respond to each.

Scenario Planning

What happens if there's a fall, a hospitalization or a decline in memory? We map out the likely scenarios and how your family would respond to each.

Scenario Planning

What happens if there's a fall, a hospitalization or a decline in memory? We map out the likely scenarios and how your family would respond to each.

Healthy Aging Strategies

Practical ways to protect health and independence before a crisis, such as staying active, strength and balance, home safety, elder abuse and fraud risk reduction, social connection, emotional support and counseling, and support for family caregivers.

Healthy Aging Strategies

Your Care Roadmap

A clear written plan with priorities, next steps and who owns each one, covering both preventive strategies and the services identified in advance, ready to activate when needed.

Your Care Roadmap

A clear written plan with priorities, next steps and who owns each one, covering both preventive strategies and the services identified in advance, ready to activate when needed.

Your Care Roadmap

A clear written plan with priorities, next steps and who owns each one, covering both preventive strategies and the services identified in advance, ready to activate when needed.

How it works

A Free Initial Call

Tell us about your family and what's on your mind. We'll let you know whether an advisory engagement is the right fit.

A Free Initial Call

Tell us about your family and what's on your mind. We'll let you know whether an advisory engagement is the right fit.

A Free Initial Call

Tell us about your family and what's on your mind. We'll let you know whether an advisory engagement is the right fit.

A Defined Scope

Every advisory engagement has a defined scope and a fixed fee of $12,000. There are no surprises and no ongoing commitment.

A Defined Scope

Every advisory engagement has a defined scope and a fixed fee of $12,000. There are no surprises and no ongoing commitment.

A Defined Scope

Every advisory engagement has a defined scope and a fixed fee of $12,000. There are no surprises and no ongoing commitment.

Conversations and Review

We meet with your family, review the relevant information and speak with others involved in your loved one's care as needed.

Conversations and Review

We meet with your family, review the relevant information and speak with others involved in your loved one's care as needed.

Conversations and Review

We meet with your family, review the relevant information and speak with others involved in your loved one's care as needed.

Your Roadmap

We walk your family through our findings and your care roadmap, so everyone leaves aligned on what comes next.

Your Roadmap

We walk your family through our findings and your care roadmap, so everyone leaves aligned on what comes next.

Your Roadmap

We walk your family through our findings and your care roadmap, so everyone leaves aligned on what comes next.

Stay Connected

Families who want us to stay involved can continue with an Advisory Membership. We check in regularly and update your roadmap as things change.

Stay Connected

Families who want us to stay involved can continue with an Advisory Membership. We check in regularly and update your roadmap as things change.

Stay Connected

Families who want us to stay involved can continue with an Advisory Membership. We check in regularly and update your roadmap as things change.

Stay connected with Advisory Membership

A plan is only useful if it keeps up with your family. After your advisory engagement, Advisory Membership keeps your Kin team involved through a scheduled check-in each quarter, so your roadmap stays current as your loved one's needs change. Billed quarterly with no long-term commitment.

Quarterly Check-In

One scheduled conversation of up to 60 minutes with your family each quarter to review what's changed, from health and living situation to the care team and family circumstances.

Quarterly Check-In

One scheduled conversation of up to 60 minutes with your family each quarter to review what's changed, from health and living situation to the care team and family circumstances.

Quarterly Check-In

One scheduled conversation of up to 60 minutes with your family each quarter to review what's changed, from health and living situation to the care team and family circumstances.

An Updated Roadmap

After each check-in, we update your care roadmap, including how preventive strategies are working, so your priorities and next steps reflect where things stand now.

An Updated Roadmap

After each check-in, we update your care roadmap, including how preventive strategies are working, so your priorities and next steps reflect where things stand now.

An Updated Roadmap

After each check-in, we update your care roadmap, including how preventive strategies are working, so your priorities and next steps reflect where things stand now.

Readiness Review

A recurring check that key documents, decision-makers and authorizations are still current and in the right hands.

Readiness Review

A recurring check that key documents, decision-makers and authorizations are still current and in the right hands.

Readiness Review

A recurring check that key documents, decision-makers and authorizations are still current and in the right hands.

When You Need More

Advisory Membership is designed for planning, not day-to-day support. Your roadmap identifies the services your family may need, ready to activate when the time comes. In our local service areas, Concierge Membership is available whenever you want hands-on support.

When You Need More

Advisory services are for general counseling and educational purposes and do not constitute medical care or the practice of medicine. We require our clients to have a primary care physician, and we work alongside their medical team rather than in place of it.

Need hands-on support locally? Explore Concierge Services →

Start with a conversation

Schedule a free consultation to talk through your family's situation and whether an advisory engagement is right for you.

Schedule a Free Consultation

Our purpose is to give families the gift of time—time to be present, time to connect, time to simply be together.

Made with love for families everywhere

Quick Links

Get in Touch

inquiry@kinconcierge.com

Cookie Preferences

All services are customized to each member and membership tier. Services listed on this website may vary depending on your specific care needs and selected membership level.

Our purpose is to give families the gift of time—time to be present, time to connect, time to simply be together.

Made with love for families everywhere

Quick Links

Get in Touch

inquiry@kinconcierge.com

Cookie Preferences

All services are customized to each member and membership tier. Services listed on this website may vary depending on your specific care needs and selected membership level.

Our purpose is to give families the gift of time—time to be present, time to connect, time to simply be together.

Made with love for families everywhere

Quick Links

Get in Touch

inquiry@kinconcierge.com

Cookie Preferences

All services are customized to each member and membership tier. Services listed on this website may vary depending on your specific care needs and selected membership level.