What to Expect With Senior Placement & Move Management

Guided by 28+ Years of Healthcare Expertise & 14+ Years in Senior Housing

Step 1: Initial Consultation & Senior Needs Assessment

Understanding the senior’s needs to create a personalized transition plan.

  • Comprehensive Health & Care Review: Medical history, mobility requirements, cognitive health. Care level determination (Independent Living, Assisted Living, Memory Care, Skilled Nursing).
  • Social & Emotional Well-Being: Lifestyle preferences, social engagement, hobbies. Emotional support during transition.
  • Financial Planning & Budget Evaluation: Review savings, insurance, veterans benefits. Present financially sustainable senior living options.
Step 2: Researching & Presenting Senior Living Options

Finding the best-fit senior housing community.

  • Community Matching Process: Personalized recommendations based on healthcare, budget, and lifestyle. Explanation of care levels and amenities.
  • Guided Tours & Evaluations: Facility visits with professional guidance. Key questions about staff qualifications, services, and safety measures.
Step 3: Decision-Making & Placement Coordination

Finalizing the transition plan for a seamless move.

  • Consultation with Family & Senior: Address concerns and ensure confidence in placement.
  • Financial & Legal Documentation: Review lease agreements and contracts.
  • Move-In Planning: Set move-in date and transition checklist.
Step 4: Move Management & Transition Preparation

Organizing, packing, and move coordination.

  • Sorting & Downsizing: Decide on keeping, donating, or storing items. Personalized organization systems for seniors.
  • Packing & Logistics Coordination: Inventory checklist for easy unpacking. Special handling for valuables and medical equipment.
Step 5: Moving Day & New Home Setup

A smooth transition with personalized setup.

  • Move-In Assistance: Unpacking and room setup. Technology setup (emergency systems, Wi-Fi, TV).
  • Senior Orientation & Adjustment Support: Introduction to

Contact Us Today

+ 1(713) 338-1313

sblair@gtsadvisor.com

Our Process