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Senior Living Financial Readiness — $500 per household
Practical help carrying out a move or life change.
A move or life change can create a long list of bills, records, account changes, insurance documents, and household financial responsibilities. We provide practical administrative support to organize the tasks, track billing changes, and coordinate authorized follow-through.
Request a complimentary conversationPersonal, practical support
Help that respects your independence.
This one-time service is designed for an older adult or family preparing for independent living, assisted living, another care setting, or a significant change in household financial responsibilities. Start with a $500 financial readiness comparison for up to two communities, including a written summary, review meeting, and one follow-up round within 30 days. Additional help carrying out the transition is quoted separately, with the scope and fee agreed before work begins. We can then continue the financial administration through a separately agreed ongoing plan as new bills, records, and responsibilities arise.
Support is available in clients’ homes throughout Hampton Roads and remotely by phone, video, or secure digital methods when an in-person visit is not needed.
Support may include
- Creating a transition financial checklist
- Organizing bills, financial records, insurance information, and benefit documents
- Estimating ongoing costs and summarizing income, savings, insurance benefits, and other potential resources
- Comparing practical funding and cash-flow scenarios
- Inventorying recurring expenses and identifying address or billing changes
- Preparing questions and coordinating with authorized family, financial advisors, insurance professionals, lenders, attorneys, or accredited benefits representatives
- Providing a written summary of completed work, potential next steps, and remaining action items
Still comparing options before a move?
Senior Living Financial Readiness is $500 per household for organizing and comparing household records and written costs from up to two communities before a move.
It includes a written costs, questions and next-steps summary, review meeting, and one follow-up round within 30 days after that meeting. Additional scope is quoted separately.
If you need both services, we agree on the combined scope and fee to account for overlapping work.
Typical Hampton Roads costs
2026 planning estimates
Select a midpoint to begin the comparison, or enter a community’s actual quote below.
In-home care $25–$35 per hourRespite care $150–$350 per day
General Hampton Roads planning ranges reviewed September 2026. Actual costs vary by community, apartment, care level, services, availability, and contract terms. Entrance fees and other one-time charges may apply.
A helpful first estimate
What could senior living mean for your monthly expenses?
Compare the household costs you pay today with an initial estimate of senior-living expenses. Use rounded monthly amounts—no names, account numbers, or sensitive information.
Your information stays private. The amounts are calculated only in your browser and are not saved or sent to us.
Current household estimate$0
Senior-living estimate after entered insurance benefit$0
Estimated monthly difference$0based on the amounts entered
This is a preliminary educational comparison, not a complete care-cost projection or financial plan. Actual charges, benefits, taxes, home-sale costs, and temporary overlapping expenses may differ. Senior Financial Concierge Services does not determine Medicaid or VA eligibility or recommend how investments or other assets should be used.
How it works
A clear, comfortable process.
You remain in control. Responsibilities, permissions, communication, and costs are agreed upon before work begins.
Understand the transition
We begin with the timing, expected costs, responsibilities, and areas where practical help would reduce stress.
Organize and compare
We organize the relevant information, identify potential resources, and compare practical funding and cash-flow scenarios.
Create a clear path forward
You receive an understandable summary, recommended administrative next steps, and questions to discuss with the appropriate qualified professionals.
We provide financial organization, education, scenario comparisons, and administrative coordination. We do not recommend investments or care settings, sell insurance, arrange loans, determine benefits eligibility, prepare benefit claims, or provide legal, tax, investment, insurance-product, or lending advice. Ongoing financial administration can continue after the move under a separate service plan, including review of incoming information, record maintenance, medical-billing follow-up, and authorized bill payment. We complement care managers and other professionals; care decisions remain with the client and qualified care professionals.
A comfortable first step
Let’s talk about what would be helpful.
Your introductory conversation is complimentary and confidential. You do not need to gather sensitive records before we talk.