Route 65 Senior Living Advisors™

Our Senior Care Planning Process

We work with you to develop the plan

At Route 65, we understand that planning for the next stage of life can feel overwhelming. That’s why we’ve developed a personalized and detailed process to help you or your loved ones navigate this transition with confidence and clarity. From in-depth assessments to tailored action plans, we’re here to guide you every step of the way.

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Anne Michele Holcombe Route 65 Process Planning

Understanding our process

These are the steps we'll take together

  • STEP 1:
    We connect via phone/online/in-person meeting with senior(s) and/or their families
  • STEP 2:
    Together, we determine your preferred lifestyle
route65 fully independent senior living

Fully Independent

  • Very active locally / in external activities
  • Self-sufficient in all areas
  • May want to travel
  • May want to frequent visits to family & friends

Possible Lifestyle Options

  • 55+ communities
  • Townhomes & cottages
  • Gated senior-focused neighborhoods
  • Independent home / Aging in Place options / Shared private residence
Route65 independent living

Some Assistance Preferred

  • Very to somewhat active
  • Some travel and/or participate in external activities
  • Want social options & amenities on-site
  • Care services available

Possible Lifestyle Options

  • Independent Living
  • Assisted Living
  • Personal Care Homes
  • CCRCs / Life Plan
  • Independent home or shared private residence
route65 higher care needs

Higher Care Needs

  • Need assistance routinely and/or consistent oversight
  • 24-hour medical care availability
  • Skilled care services may be needed

Possible Lifestyle Options

  • Memory Care
  • Specialized / Skilled Care
  • CCRCs / Life Plan
  • STEP 3:
    Additional factors utilized to refine lifestyle options that best fit you
  • Geographic location preference
  • Proximity to desired external activities and family/friends
  • Access to conveniences, such as salons, libraries, theaters, as well as recreational / outdoor / hobby activities
  • Maintenance / housekeeping services
  • ADLs assistance
  • OT/PT/ST and routing medical / dental / eye care
  • Transportation services
  • Medication assistance
  • On-site social opportunities
  • Budget / long term financial plan that follows your needs as they evolve
  • Funding source(s) you will utilize:
    • Private
    • Long-term care insurance
    • Medicaid / VA benefits
    • Other
  • STEP 4:
    We provide you with a carefully crafted plan incorporating all aspects of the lifestyle you prefer and fits your needs and budget.
  • STEP 5:
    Based on your preferences, we will first evaluate your current home to determine how it can best support aging in place. This includes reviewing and assessing your home for necessary adjustments, renovations, or new technologies that can enhance safety, comfort, and functionality. We’ll also identify services you may need, such as in-home care, meal preparation, or transportation, to ensure your lifestyle is both sustainable and fulfilling.
    If you prefer to explore senior community living, we can facilitate the process by coordinating community tours, assisting with the selection process, and supporting your transition to the community that best fits your needs and preferences. Whether you choose to age in place, transition to a senior-focused community now, or plan for the future, we’re here to help you navigate each step with ease and confidence.
Route 65 Process Planning

What will the assessment be like?

1-2 hour comprehensive strategic planning session

Our process begins with a Comprehensive Review of Your Current Stage. This in-depth session, which lasts approximately 1-2 hours, is preferably conducted in person or in-home. We’ll assess the following areas to understand where you are now. Then, at the end of this session, you will receive a Personalized Route 65 Next Stage Planbook.

Route 65 Process Planning

What will the assessment be like?

1-2 hour comprehensive strategic planning session

Our process begins with a Comprehensive Review of Your Current Stage. This in-depth session, which lasts approximately 1-2 hours, is preferably conducted in person or in-home. We’ll assess the following areas to understand where you are now. Then, at the end of this session, you will receive a Personalized Route 65 Next Stage Planbook.

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Functional Level

Physical, Cognitive, Medical Conditions, Specialized Needs

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Support Network

Family and care partners

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Social Network

Friendships, community involvement

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Financial Resources

Available assets, income, and long-term sustainability

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Purpose, Fulfillment, and Enrichment

Work, hobbies, volunteering, education

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Living Space & Location

Functional and safety assessment for those considering aging in place

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Desired Next Stage Lifestyle

Goals and preferences for the next chapter

Developing your Next Stage Planbook

What's in my personalized Planbook?

The Route 65 Planbook is a customized roadmap for your future, broken down into three key sections: Current & Next Stage Overview, Actionable Solutions & Recommendations, and Next Steps.

Route65 Next stage overview
Section 1
Current & Next Stage Overview

Current Stage

We provide a comprehensive overview of your current situation, identifying areas that are working well and highlighting opportunities for improvement. This includes:

  • Functional Levels
  • Social and Support Networks
  • Financial Resources
  • Purpose & Fulfillment
  • Living Space and Location

Next Stage

We also document your Client-Identified Desired Next Stage Lifestyle, which serves as the foundation for your future plans. This blueprint will detail your goals and priorities in terms of:

  • Functional Levels
  • Social and Support Networks
  • Financial Resources
  • Purpose & Fulfillment
  • Living Space and Location
Route 65 Planbook Details
Section 2
Actionable Solutions & Recommendations

Based on your current stage and desired future, we provide detailed, actionable solutions in the following areas:

Aging In Place Options

  • Current Residence Re-alignment: Adapt your home for current and future needs through physical changes, new technologies, and tailored services.
  • New Independent Residence: We’ll help identify key criteria for your new home, including adaptations as needed.
  • Private Shared Residence: Explore options to live with family or friends with the necessary adjustments.

Senior Community Options

We provide a curated list of 3-5 senior living communities that best match your needs, including details on pricing, services, and availability. Options may include:

  • Active 55+ Communities
  • Independent Living
  • Assisted Living
  • Memory Care
  • Continuing Care Retirement Communities
  • Skilled Nursing

Re-alignment Options and Vendors

We include specific, detailed recommendations for:

  • Physical Alterations: From safety adjustments to home renovations
  • Technologies: Personal safety systems, smart home technology, etc.
  • Services: Home care, food delivery, transportation, and more
Route 65 Planbook Documents
Section 3
Next Steps

We provide specific, detailed recommentations

As with everything you'll experience with our team here at Route 65 Senior Living Advisors™, your next steps are fully and completely your own. We will provide you with very specific and detailed recommendations, which will include all the necessary information needed to implement the solutions yourself independently or with the assistance from a family member or friend.

Your Planbook is completely personalized and is incredibly specific. For example, if our recommendation is for an item or resource, we will provide the make and model, as well as how to place your order. We are here to be your partner as you age with intention and joy.

Your next steps may follow several paths:

  • Proceed Independently: Implement solutions without assistance
  • Joint Implementation Plan: We assist you in implementing selected solutions
  • Full Project Management: Route 65 handles all aspects of implementation
Want your own personalized planbook?

Our process is designed to make senior care planning easier, tailored to your unique situation and preferences. To schedule your Comprehensive Strategic Planning Session or learn more about our services, contact us today.

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