The real life case below (with the names changed, of course) represent the situations I commonly run across, and illustrate the ways in which I can help.


CaseStudy3Peter69The Challenge:

Peter is a 69-year-old man that we’ve been helping for the past eight years. When we first met him, Peter had major chronic health conditions and numerous mental health issues. He suffered from anxiety, paranoia, and agitation. He had difficulty managing on his own, and was living in a board-and-care facility that was not adequate for his needs. On top of that, his unhealthy and compulsive spending habits made his finances erratic.

Care Plan:

We developed a plan that covered the full range of Peter’s care needs—physical and mental health, medical advocacy, and financial oversight.

  • Worked with Special Needs Trust—oversee finances, manage care and daily activities
  • Became Durable Power of Attorney—oversee financial spending and manage compulsive behaviors
  • Relocated to appropriate assisted living facility (and helped with future relocations)
  • Healthcare plan — directed caregivers to support specific care needs
  • Medical advocacy – managed medical appointments and oversaw care
  • Continuous research to provide mental health advocacy
  • Helped secure the VA Aid and Attendance Pension

The Results:

We’re happy to report that Peter has achieved a measure of stability and comfort. By relocating him to a more suitable assisted living facility, managing his healthcare, and monitoring his finances, Peter’s depression and anxiety have decreased, and his overall health has improved.