sample Scenarios we serve

A BCPA is there to help clients get the information, and access to services or support needed to solve complex issues within the health systems of today. My allegiance is to YOU, not the healthcare system. 

From billing issues, research on conditions, and support at the Physician's office.

Care planning covers the transitions one goes through after an event, having someone to work, manage and review the plan can catch the missing pieces when multiple providers are involved.  I can walk you through the appointments, and assist with hands-on support when the family is remote.

I perform assessments and help families handle the difficult transition(s) that occur as we age. Not everyone can live at home and not everyone needs to be in a facility.

Today there are so many options. After the assessment and discussion of so many factors (time, family, finances, support system, personal desires) we discuss realistic options.

Assessments include a review of the situation, financial, medical, emotional, behavioral, safety, and more.

 First of all, do not feel guilty about it. We can be your support here locally where your aging parents are.

Community-based seniors can live safely and successfully when supported in the home. As an advocate, I can also go to doctor appointments, ask questions and follow up and make sure there is follow-through when it is required.

We make sure the information is getting back to you about their condition. Acting as your eyes and ears, an extension of yourself.

Guardianship is typically the step of last resort, there for the protection of the most vulnerable.

A professional guardian is assigned by the courts (it also can be voluntary) when the family cannot agree, there is no family or the family is negatively impacting a person, or when assets must be protected.

Being a guardian means caring for the person and/or their property when deemed necessary by the courts. Some are now assigning a guardian in their estate planning, so there is no confusion or scramble if it becomes necessary. It is set up pre-need in the event of incapacity.

Successors and Standby guardians are there in cases when the primary guardian is no longer able to serve. When a family serves as a guardian there needs to be in place a plan of succession, a professional guardian can fit that bill.

I follow the rules of the State of Florida regarding Guardian of the Property, I refer to those same standards with my non-guardian fiduciary clients.

I partner with a Veteran owned business here in Melbourne. 

I am familiar with Medicaid/Medicare/VA and other community programs that can help cover the costs of health care. I can help with Medicare questions, and get to the bottom of insurance issues. 

How to make the most of the plan you have. 

How to choose Original Medicare vs Medicare Advantage.

New to caregiving? In for the long haul due to a chronic condition diagnosis? 

If you are a caregiver, we can show you how to make it work, Note to self: You cannot do it all. 

If you need a caregiver, what is it you really need, and how can you receive that care? 

Which environment, how to pay for it, and more.

Partnering with caregivers to design a plan for the patient. Support for the caregiver to assist with the tasks at hand. Advocate for person and/or caregiver when the health system is simply not helping.

What are they? My neighbor has a trust, do I need one? I can't afford to pay for an estate plan, what now? 

We work with you so you know what to ask and what these documents mean.

 We provide information on the available options.

We also have tips and tricks to show you how to keep those documents, plans, and wishes safe.

"It happened" - whatever 'it' may be. For some it is a fall, for others the loss of a spouse, losing the ability to drive, the dreaded medical diagnosis, or being a victim of fraud.

For others, it is being overwhelmed with handling the day-to-day.

Each 'it' has its own unique fallout.

We can help you work through that situation to produce positive outcomes for the family and the one in need of support.