01
Financial planning
Certified Financial Planners who can help families understand cash flow, assets, long-term care costs, and sustainable choices.
Transition services
One trusted team for all the details around the move.
A care transition affects far more than an address. We connect the right professionals, help coordinate the moving pieces, and keep the larger plan clear so your family is not managing everything alone.
A coordinated network
The right expertise, brought together.
We maintain relationships with experienced professionals who understand senior transitions and the care, patience, and communication families need.
02
Legal and estate guidance
Estate planning attorneys and CPAs who can address powers of attorney, trusts, tax questions, and changing responsibilities.
03
Moving and downsizing
Senior-focused move teams who can sort, pack, coordinate, and set up the new home with less disruption.
04
Estate sales and clean-out
Trusted professionals for organizing, valuing, selling, donating, and responsibly clearing household belongings.
05
Home preparation
Reliable vendors for repairs, cleaning, landscaping, and the work needed before a home is sold or transferred.
06
Ongoing coordination
One Lighthouse point of contact helping the family keep priorities, timing, and communication aligned.
What coordination looks like
Less chasing. Fewer surprises. A calmer transition.
01
Build the plan
We identify what must happen, what can wait, and who should be involved.
02
Introduce trusted experts
We connect you with professionals matched to your specific needs.
03
Keep everyone aligned
We help reduce handoff gaps and keep the care, move, home, and timeline working together.
04
Stay available
When a detail changes — and it often does — your family still has one familiar team to call.
Start with a conversation
Bring the whole transition into one clear plan.
Start with the part that feels most urgent. We will help you see what comes next and who belongs on the team.