During our initial meeting, we’ll review specifics about your situation. We’ll discuss what’s important to you, including the type of community you’re looking for, location, financial considerations, amenities, and timing of your move. We then visit and evaluate appropriate options that best match your criteria. Once your next home is identified, we work together to plan for the transition, and then make that plan a reality. Based on your preferences and needs, services provided may include, but are not limited to, the following:


  • Clarify preferences, including housing features, care requirements, and financial considerations
  • Identify and discuss appropriate residential communities based on your needs and preferences
  • Conduct site visits to senior living communities of interest, on your behalf or with you and family members, asking questions, taking notes and debriefing after visits
  • Coordinate the efforts of professionals with expertise in real estate, financial planning, legal, organizing, and other services
  • Assist with the completion of paperwork required to move into a residential community or other living situation
  • Review programs, resources and services available in a new community
  • Provide assistance, as needed, with move logistics


Fees are based on the nature and extent of the services provided. Step with Care is not compensated by communities under consideration.


In situations when the best approach to meeting your needs and preferences includes staying in your home, our staff can connect you with potentially appropriate home care providers.

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