• 1. Connect

    Complete the Client Profile so we can meet your specific needs.

  • 2. Audit

    We complete the Audit and post it on your password protected client site.

  • 3. Report

    Access your Audit Report any time online.

Engaging our services is as simple as 1-2-3

Being responsible for an aging senior can be time consuming, stressful, and difficult. So, our process as simple as possible while still being thorough and professional.

1. Call and provide information about you and your senior which will be provided to the appropriate Client Coordinator.

2. Your Client Coordinator will call you, answer your questions, and sign you up for our service.

3. An Auditor will be assigned to your case and auditing services will begin.

Generally, the process takes about a week to complete.