ClearPath Senior Solutions
I offer online personalized coaching and consulting to individuals and families looking for help in coordinating medical and financial care for aging or disabled loved ones.
About ClearPath Senior Solutions
Welcome to ClearPath Senior Solutions. I will be your personal guide to help you and your family evaluate, plan, and coordinate care for aging or disabled loved ones.
I offer one-on-one coaching tailored to your unique family needs. From crafting actionable care strategies to streamlining administrative tasks related to being a care giver, I'm here to support you every step of the way.
Let’s work together to support your loved one during this challenging time.
Book A Consult
I offer personalized senior care consulting to help families evaluate, plan, and coordinate care for aging loved ones. My experience allows your unique needs to be met when it comes to balancing your loved one's physical safety, medical needs, and emotional dignity while protecting your own health and well-being.
Our services include healthcare education, legal & financial planning/preparation, coordinating legal & medical resources, and advocacy and guidance.
My goal is for families to optimize every option available to support the care of loved ones as they transition into a new and challenging phase of life
Trusted Adult Consultation
In these one hour 1:1 sessions, we focus on identifying the services needed to address your loved one's care and assets. You will leave this session with a list of action items to make lasting and impactful changes. Additional sessions can be scheduled based on case complexity.
Family Consultation
This session is perfect for families that have 2 or more members involved in their loved one's care. This session will includes all the benefits of the Trusted Adult Consultation. Additional sessions can be scheduled based on case complexity.
Healthcare Education
Learn how to navigate Medi-Cal / Medicaid, Medicare, and Veteran Affairs healthcare systems.
Legal & Financial Planning/Preparation
Learn the distinct legal processes in California that handle property, financial management, decision-making during life or after death: Power of Attorney (medical & durable, Conservatorship, and Probate
Coordinate Resources
Connect families with local physicians, estate planning and elder law attorneys, insurance brokers, financial planners, and home health agencies.
Advocacy & Guidance
Teach clients how to advocate for your loved ones with chronic/terminal illness or disabilities. Act as a neutral intermediary during family stress, handle transitions, and oversee ongoing care.
Assess Needs
In consultation with licensed professionals, evaluate physical, mental, emotional, and home safety conditions.
Create Care Plans
Design customized road maps for in-home care, assisted living, memory care, or skilled nursing facilities
My Experience
With years of experience as a conservator for my father and trustee of my family's estate, I am able to guide families through the healthcare and legal systems to protect generational wealth and manage all health issues . I will create a personalized strategies and practical insights to help create a comprehensive care plan for your loved one.
Conservator
6 years as a court appointed conservator. In depth knowledge of the end to end process. Understands the different types of conservatorships and when it's needed.
Healthcare Systems Advisor
In-depth knowledge and experience in navigating Medicare, Medi-Cal/Medicaid, and Veterans Affairs, how these systems work together, and how to leverage benefit offerings to support the care of your loved one.
Healthcare Experience
10 years experience working for health insurance and healthcare systems company. Hands on practical knowledge on how various insurance plans work and how to optimize benefits
Located at
I reside in sunny California, but work virtually with clients across the country.
Frequently Asked Questions
Here are some frequently asked questions to help you decice if booking with me is the right choice for you!
How can senior care consulting help me and my family?
As a personal business coach, I offer tailored advice over time designed to enhance your leadership skills, improve your business strategies and help you stress less about your work.
How often do coaching sessions occur?
Each session usually lasts between 60-90 minutes. The frequency and length can by adjusted based on your schedule and the pace you prefer to work.
Are you an attorney?
Typically, clients engage with my over a period of 3-6 months in whatever cadence makes sense for you. This gives me the opportunity to get to you and your business and your needs over time so that you can meet your milestones and have the most impactful transformation.
What experience do you have in senior care consulting?
Why do I need a senior care consultant?
Are you a doctor or nurse?
Contact Me
I’d love to hear from you and answer any questions you might have