Home / Services

Six services. One trusted phone number.

Pick the help you need today. Add more as life changes. Cancel any time.

Community Placement

We tour communities with you, not for you. We've personally walked 142 properties from Wilmington to Jacksonville and we keep notes on the ones with the unfriendly receptionists.

Start the search

Travel Club

Six to ten curated trips a year, capped at 16 travelers. Slower pace, no early-morning bus calls, optional solo-friendly singles pricing.

2026 calendar

Wellness Programs

Vetted partners for SilverSneakers-style fitness, geriatric nutrition, balance & falls prevention, and licensed mental-health support.

Wellness partners

Trusted Referrals

Estate attorneys, fiduciary CFPs, geriatric care managers, home-health agencies, contractors. We hold every partner to a written code of conduct and re-vet annually.

Request an introduction

Downsizing & Move Management

From a 10-week sort-and-sell plan to white-glove move day. We coordinate auctioneers, donation pickups, packers, and the new utility hookups.

Get a move quote

Personal Concierge

Annual membership. Real humans on call Monday–Friday, 9am–6pm Eastern, with after-hours coverage for true urgencies. Average response: 14 minutes.

See membership tiers
Membership tiers

Honest, written pricing

Three tiers. No commissions. No referral kickbacks. The only money we earn is the money you pay us.

Discovery

$295

One-time consultation. 90-minute deep-dive on a single decision (e.g. choosing between two communities, planning one trip, vetting one contractor). Written summary delivered within 5 business days.

Book a discovery

Companion

$1,800/yr

Twelve hours of concierge time per year, drawn down as needed. Quarterly check-in calls. Travel Club access at member pricing.

Start Companion

Heritage

$7,500/yr

Unlimited concierge access. Dedicated planner. Family liaison portal for adult children. Priority on every Travel Club departure. The tier most of our long-term members eventually choose.

Talk to us

Not sure where to start?

Tell us a bit about your situation. We'll point you to the right service — even if it isn't ours.

Talk to a Real Person