Your future


This phase is all about getting clear on your goals so we can customize a plan for success. Let's review our 5 key pillars:
  • Options Counseling
  • Legal & Financial Planning
  • Managing a Recent Diagnosis
  • Solo Aging
  • Aging in Place to Maintain Independence

Why plan?

Planning ensures a smooth transition into your next chapter. It involves thoughtful consideration and meticulous preparation to ensure your wishes are honored and your future is secure.

At Dovetail Companies, our Planning services encompass a holistic approach to guide you through life's transitions with confidence. Whether you're planning for retirement, downsizing, or navigating changes in your living situation, our certified team is here to provide comprehensive support every step of the way.

We understand the importance of personalized planning tailored to your unique needs and goals. From financial considerations to logistical arrangements, we offer expertise and guidance to help you make informed decisions for your future. With our compassionate and professional approach, we aim to alleviate stress and uncertainty, empowering you to embrace the next chapter of your life with clarity and peace of mind. Trust Dovetail Companies to navigate the complexities of planning with sensitivity and expertise, ensuring a seamless transition into the next phase of your journey.

1. Options Counseling

When the time comes to make the pivotal move, navigating through an array of senior living options can be overwhelming, especially for older adults. At Dovetail Companies, we are your Senior Living experts, Certified Senior Advisors® and Care Manager-Certified®. We specialize in offering personalized guidance for independent living, assisted living, and memory care, ensuring that your unique needs are met.

Our comprehensive process:

  • Complimentary Consultation: Understanding Your Needs
  • Develop Customized Recommendations: Tailored to Your Situation
  • Recommendation Review Meeting: Ensuring Informed Decisions
  • Community Tours Scheduling: Exploring Options
  • Developing Touring Questions: Enhancing Your Decision-Making
  • Accompanying You On Tours: Providing Support
  • Final Review & Decision: Making Confident Choices

2. Legal & Financial Planning

Embarking on a major life transition involves various costs, and understanding how to navigate these expenses is crucial. Dovetail Companies is here to connect you with a network of trusted professionals, ensuring your legal and financial plans align with your unique needs.

Elder Law & Estate Planning: Specialized legal practitioners cover estate planning, wills, trusts, long-term care planning, and more. We connect you with top industry experts to safeguard your later years.

Financial Planning: Certified Financial Planners (CFP)® at Dovetail construct personalized financial plans, considering your investments, 401k, or equity from home sales. Our recommendations are tailored to your individual needs, supporting your financial goals.


3. Managing a Recent Diagnosis

Facing health challenges as an older adult requires a client-centered approach, which is precisely what our Aging Life Care® professionals provide. As Geriatric Care Managers, they guide families through quality care, alleviating caregiver stress.

Connecting You with the Right Professionals:

  • Life Care Manager
  • Memory Health
  • Physical & Occupational Therapy
  • Visiting Nurse

4. Solo Aging

Solo aging is a growing trend among older adults, and at Dovetail Companies, we believe it doesn't have to be overwhelming. Through proper planning and professional support, solo agers can maintain independence and ensure their wishes are executed when needed.

Aligning Support for Solo Aging:

  • Estate/Financial Plan: Ensuring Financial Security
  • Life Care Manager: Personalized Care Guidance
  • Pre-Planned Funeral Arrangements: Peace of Mind
  • Identifying Support Network: Building a Strong Community
  • Making Wishes Known: Communicating Your Preferences

5. Aging in Place

Maintaining Your Independence at Home, in a New Way

As you embark on the journey of aging in place or support a loved one in doing so, maintaining independence takes on a new meaning. At Dovetail Companies, we understand that physical and cognitive changes don't define a person, and the concept of home evolves with time. Our team is dedicated to providing personalized guidance, ensuring informed decisions are made while navigating this transformative process.

Tailored Consultation: The process begins with a complimentary consultation, where we take the time to understand your unique needs and aspirations for the future.


Interested in our other services?

Click below to learn how we can help you:

Redefine what home looks like for you and your belongings
Unlock maximum returns with expert guidance and personalized care
Successfully manage an estate after the loss of your loved one