Planning Together...For Your Future

Clients

Let us help YOU


We help empower clients to: Be Prepared, Have Control and Know The Options


Individual Seniors

Need help making a plan as you age? Want to continue living independently? Need assistance finding an alternate living arrangement either with family or in a community? We can help navigate these options.


Individuals with Aging Parents

We are compassionate and understand the sensitive and emotional parent/child relationship. We believe in a holistic approach, and consider the many aspects of an individual’s unique situation.


Families

We specialize in facilitating meaningful family conversations that explore uncomfortable topics. This gives both seniors and their loved ones tools to make thoughtful decisions about their future plans.

 

Testimonials
 

 

 
 
Dana at Age With A Plan was such a help to me and my family. In a very short time, Dana successfully assisted my parents in organizing their affairs - enabling them to continue living independently.
— Elaine
 
 

 
 
Thanks for being so organized and helping with visits and asking the important questions.
— Marilyn
 
 

 
 
Having someone like Dana has been a tremendous asset...always a step ahead, thinking about the future. I am forever grateful for all that she’s done not just for my parents, but for me as well.
— Renee