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Our approach is simple, straightforward, and results in appropriate recommendations, if needed. Education is a cornerstone of our process - only credible information will suffice.

  1. We begin by establishing a two-way relationship. You will learn what we do, how we can help, and what to expect from us.
  2. You help determine your goals, expectations, and needs regarding long term care risks by gathering pertinent information.
  3. Next step is to evaluate your plans.
  4. If necessary, we will develop and present a plan with action items for your consideration.
  5. We will set up your plan(s) and coordinate with other professionals where necessary or desired.

Our goal is to allow our clients to make informed decisions regarding their long term care options, without sales pressure - EVER!

Our planning program is designed to help you:

  • Maintain your independence
  • Preserve your assets
  • Control the quality of your care
  • Create peace of mind
  • Achieve your retirement goals
©2006 Cooperative Care Planning Services