How It Works
A simple look at how we work with your family — from the first conversation to ongoing support. Each picture opens full size if you'd like a closer look.
The whole journey
From a first hello to ongoing check-ins, here's the full path. If the legal and financial pieces aren't set up yet, we help arrange those first.
- You reach out (or someone refers you).
- A first conversation.
- The intake packet and basic information — completed together.
- If the legal and financial setup is already in place, we review and verify the documents. If not, we help arrange the law and accounting firms first.
- Service planning.
- Consents and responsibilities — who does what.
- EverPath coordination and oversight begins.
- Ongoing monitoring and check-ins.
Your first meeting
The first meeting takes about an hour. We go through the intake packet together — you don't fill it out alone — and get to know your loved one's needs.
- Welcome and overview.
- Understanding your situation.
- Reviewing documents and information.
- Planning services and how we'll communicate.
- Consents and expectations.
- Next steps and cost.
Reviewing your documents
We help you gather and make sense of the important papers — wills, trusts, guardianship or conservatorship, financial records, and care plans. You don't need everything ready on day one.
- Gather what you have.
- Sort it by category.
- Review what's in place.
- Identify what's missing.
- Verify and clarify.
- Prepare next steps.
What we do, and what it costs
Our services and clear, up-front pricing. Any legal and accounting fees are separate and paid directly to those firms.
- Getting started (one time): $1,000 — the first meeting, document review, and setup.
- Financial and legal check-ups: $350 a month.
- In-person visits: $150 a visit, as often as your loved one needs.
- Ongoing coordination and oversight: $250 a month.
- Time-sensitive projects (meetings, appointments): about $60 an hour.
Seeing the whole picture
As we work with your family, we're building a secure tool that will keep a simple, living picture of how things are going across seven everyday areas of life — drawn from your loved one's Medicaid Plan of Care, records, and regular check-ins. We show what's going well — and we say so plainly when we're not sure. When something important is missing, that area won't show a false “all clear” — it will tell you what's missing. When approved services aren't actually happening, we'll flag it so your team can act.
The cards below are a made-up example for a pretend person — not a real client. They preview the kind of at-a-glance picture the secure tool we're building will keep for you.
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Health & safety
On track
Medications, check-ups, and safety plans are current and on file.
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Friends & relationships
On track
Regular contact with family and a steady circle of support.
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Home & daily living
On track
Stable housing with the right day-to-day help in place.
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Community & activities
Not enough information yet
We don't yet have enough on file about day programs and getting out. We'll gather it.
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Services & supports
Not enough information yet
The care plan looks like it's missing an expected support, so we can't call this complete. We'll flag what's needed.
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Approved vs. delivered services
Needs action
The record shows 120 respite hours approved and 40 delivered. We flag the gap so your care team can follow up.
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Staying coordinated
On track
Everyone who should be in the loop has heard from us recently.
View a printable one-page summary (opens in a new tab)
This living picture will live in a separate, secure tool we're building — never on this website. No personal or health information is ever entered here.
The three guardrails
Around those seven areas sits the professional scaffolding that keeps everything on track. We don't replace these professionals — we keep everyone connected and make sure what they set up keeps lining up with real life.
Legal alignment
Staying connected with the legal team so the estate plan, guardianship, trusts, and long-term family goals keep lining up with today.
Financial alignment
Staying connected with the financial professionals so benefits, resources, and planning stay organized and current.
Coordination & follow-through
Responsibilities, documents, reminders, changes, and concerns are tracked and followed up — so important things don't just get written down, they keep happening.
See it all in motion in what a month looks like, and the document that holds it together: the care plan. Looking for who does what locally? Local resources.
Ready to start?
You can preview the intake packet, then reach out and we'll set up a first meeting.