Our Senior Care Planning Process

From Overwhelmed to Empowered — Together.

Planning for the next stage of life can feel uncertain, emotional, and overwhelming.
That’s why Route 65 Senior Living Advisors™ developed a structured yet compassionate process that transforms anxiety into clarity, confidence, and control. We listen deeply, craft a customized plan, and guide you every step of the way.

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Understanding Our Process

At Route 65, every plan starts with your story. Whether you’re an older adult preparing for your next chapter, an adult child supporting a loved one, or a professional helping a client in transition, our process brings relief, structure, and confidence.

These Are the Steps We’ll Take Together

  • We start with a friendly phone call, virtual meeting, or in-person visit with you and/or your family to understand your immediate concerns and goals.

    Pain Point: “I don’t know where to start.”
    Solution: We start with you exactly where you are, simplifying what feels overwhelming.

  • Every person envisions aging differently. We help you identify your ideal lifestyle and the level of independence or support that best fits you.

    Fully Independent

    • Very active in local/community life

    • Travel, hobbies, and visits with family/friends

    • Self-sufficient in most areas

    Possible Options:
    55+ communities | Townhomes or cottages | Senior-focused neighborhoods | Independent home or shared residence (Aging in Place)

    Some Assistance Preferred

    • Active but prefer on-site amenities or care options

    • Enjoy social engagement and organized activities

    Possible Options:
    Independent Living | Assisted Living | Personal Care Homes | CCRCs / Life Plan Communities | Shared Residences

    Higher Care Needs

    • Require routine or 24-hour medical support

    • Need skilled nursing or memory care

    Possible Options:
    Memory Care | Specialized / Skilled Care | CCRCs / Life Plan Communities

    Pain Point: “What level of care or environment fits my needs?”
    Solution: We help you identify where you’ll thrive, not just reside.

  • We layer in the details that make your life uniquely yours:

    • Preferred geographic area

    • Proximity to family, friends, and favorite places

    • Access to recreation, hobbies, and spiritual life

    • Home maintenance and personal-care services

    • Medical and therapy needs (OT/PT/ST)

    • Transportation and social opportunities

    • Budget alignment and long-term sustainability

    • Funding sources (private, LTC insurance, Medicaid, VA benefits)

    Pain Point: “There are too many moving parts.”
    Solution: We integrate everything—practical, financial, and emotional—into one clear plan.

  • We compile all your insights into a personalized roadmap—the Route 65 Planbook™.
    This Planbook details your recommended lifestyle path, care resources, and next steps.
    It’s your tangible guide to navigating aging with intention and joy.

  • Based on your preferences, we evaluate your current home and/or community options.

    If You’re Aging in Place

    It’s not just about where you live —it’s about how you live.
    We assess your home for safety, comfort, and connection, addressing:

    • Renovations and accessibility upgrades

    • Smart technologies and monitoring solutions

    • In-home services (care, meals, transportation)

    • Whole-person living: hobbies, purpose, social interactions, community involvement, faith, and recreation

    If You’re Exploring Senior Communities

    We handle the details: scheduling tours, assisting with comparisons, and guiding your move-in and adjustment.

    Pain Point: “I want to feel safe and fulfilled—but I don’t know how to get there.”
    Solution: We give you choices that honor your independence and your life goals.

What to Expect During Your Assessment

We begin with a 1–2 hour Comprehensive Strategic Review, preferably conducted in-person or in-home.
This session forms the foundation of your personalized Planbook.

Areas we evaluate:

  • Functional Level (physical, cognitive, medical)

  • Support Network (family & care partners)

  • Social Network (friendships, community involvement)

  • Financial Resources (assets & income planning)

  • Purpose & Fulfillment (work, hobbies, volunteering, education)

  • Living Space & Location (home safety & functionality)

  • Desired Next Stage Lifestyle (goals & preferences)

Pain Point: “No one has ever looked at my whole life like this.”
Solution: Route 65 sees the entire person, not just their housing or health needs.

Developing Your Next Stage Planbook™

Your customized roadmap for the life you want.

The Planbook includes three sections:

  • Section 1: Current & Next Stage Overview

    A snapshot of your current situation and identified needs.

  • Section 2: Actionable Solutions & Recommendations

    Detailed options for housing, care, safety improvements, and lifestyle enhancements — including specific products, resources, and contacts.

  • Section 3: Next Steps

    Clear direction to implement your plan at your own pace.

Choosing Your Next Step

Every Planbook ends with flexible implementation options based on your comfort level:

  • Proceed Independently: Implement solutions yourself with our guidance.

  • Joint Implementation Plan: We partner with you on selected solutions.

  • Full Project Management: Route 65 handles all aspects of implementation.

Pain Point: “I want help—but I still want control.”
Solution: You decide how involved we are. Your plan. Your pace.

Start Your Route 65 Journey Today

Let’s turn what feels overwhelming into a clear, confident plan for the life you want.

(877) 411-6565  info@route65advisors.com

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