Symphony Roadmap & Planning
Vision to Reality:
Using the Symphony Roadmap to Navigate Retirement
The Process
We offer a unique and transformative visioning exercise that will guide you to the perfect destination to work towards – one that aligns with your goals and aspirations.
Our process begins with gathering crucial medical diagnoses and profiles. Whether you’re facing medical challenges or want to take charge of your future health, your well-being is at the core of our approach.
We understand that financial sustainability is vital for turning your visions into reality, and that is why we provide insights from a financial advisor into what is sustainable so that our recommendations are realistic, considering your cultural and leisure wants and needs as well as your location.
We Cover the Following Points when Creating Your Plan
Highway #1
“Aging In Place”: We want to stay in our home
Accessibility: CAPS Experts, Occupational therapists to evaluate and recommend the needed renovation
and equipment.Medical Care (are all insurance plans good?)
Certified Services
Companions/Drivers
Private Non-medical Home Care
Advance directives
Emergency Medical Response Systems
Disaster/Emergency Plan
Age Friendly Technology Options
Highway #2
Retirement Communities 101
55 plus communities
CCRC’s
Rental Independent Living
Assisted Living
Assisted Living Memory Support Programs
Acute-Level Rehabilitation Facilities
Skilled Nursing Rehabilitation
Long Term Care
Palliative Care
Hospice Services
We Consider the Following Scenarios
By-pass #1 -
A Life Changing event happens
Your Care Manager will reassess your changing needs and make recommendations to change your plan to one of your backup options.
By-pass #2 -
A New Diagnosis of Alzheimer’s Disease or Related Disorders
Your Care Manager will be by your side to assist you with education, strategies and support for the critical steps you can take now to lead your best life and pivot the long-term plan.