Entry plan ยท $20/month ยท $89 one-time setup fee

Wellness Support & Needs Call

2 calls per week. Physical and mental well-being check-ins, scam alerts, weather advisories, risk assessment, appointment reminders, and a comprehensive doctor's report โ€” all for $20/month.

โœ“ $20 per monthโœ“ $89 one-time setup feeโœ“ 2 calls per weekโœ“ 24/7 support lineโœ“ Scam & fraud alertsโœ“ Doctor's report included
A simple, meaningful first step

Support doesn't have to start with a crisis.

The Wellness Support & Needs Call is designed for seniors and families who want consistent, trusted check-ins without committing to a larger plan right away.

Two calls per week creates space to talk through current needs, notice any changes, stay ahead of scams and weather risks, and decide whether extra support, coordination, or referrals would be helpful.

Plan snapshot
$20/ month

+ $89 one-time setup fee

2 wellness calls per week + 24/7 support line

  • โœ“2 wellness support and needs calls per week
  • โœ“Physical and mental well-being check-ins
  • โœ“Latest scam and fraud alerts
  • โœ“Weather alerts and severe weather safety reminders
  • โœ“Risk assessment and early change detection
  • โœ“Appointment reminders and medication check prompts
  • โœ“Transportation, grocery, and errand coordination
  • โœ“Comprehensive doctor's report for next appointment
  • โœ“Caregiver and family updates (with consent)
  • โœ“Client, caregiver, and office report summaries
  • โœ“Access to vetted service providers

What every call covers

Each of the 2 weekly calls follows a structured, caring format designed to catch changes early and keep seniors, families, and caregivers informed.

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Physical Well-Being Check

Assess how the client is feeling physically โ€” noting any pain, fatigue, mobility changes, falls, or new symptoms that should be flagged for their doctor or caregiver.

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Mental Well-Being Check

Gauge mood, mental clarity, and signs of isolation, confusion, anxiety, or depression. Encourage conversation, connection, and routine to support emotional health.

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Risk Assessment

Identify any new or evolving risks in the client's home environment, daily routine, or health status. Flag changes that may require intervention, follow-up, or escalation.

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Latest Scam & Fraud Alerts

Proactively update the client on current scams, fraud schemes, and suspicious activity targeting seniors in their area. Reinforce safe practices for phone calls, door-to-door visitors, emails, and financial transactions.

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Weather Alerts & Safety

Inform the client of upcoming severe weather, extreme heat or cold warnings, ice/snow hazards, and power outage risks. Advise on preparation steps and check that they have supplies and emergency contacts ready.

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Appointment & Medication Support

Remind clients of upcoming appointments, prompt medication check-ins, and note anything that should be discussed with their doctor. Coordinate call transfers to doctor's offices when needed.

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Transportation & Errand Coordination

Identify needs for rides to appointments, grocery runs, errands, or other outings. Connect clients with vetted providers or coordinate support.

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Home Support & Practical Needs

Track needs for groceries, home repairs, handyman help, downsizing, organizing, meal prep, pet care, and other day-to-day support.

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Comprehensive Doctor's Report

A detailed written summary compiled from wellness call observations โ€” covering physical and mental health changes, medication adherence, risk flags, and key concerns โ€” prepared and ready for the client's next doctor's appointment so nothing important gets missed.

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Caregiver & Family Communication

With consent, share relevant updates with caregivers and family members so everyone stays informed and coordinated.

How each call is structured

Every call follows a consistent, warm flow so nothing important gets missed.

1

Warm greeting and identity confirmation

2

Ask how they're feeling today โ€” physically and mentally

3

Ask about any changes since the last call

4

Share current scam and fraud alerts affecting seniors in the area

5

Share weather alerts or safety advisories and check preparedness

6

Conduct a brief risk assessment โ€” any new concerns at home, with mobility, or daily routine

7

Ask about upcoming appointments and reminders needed

8

Ask whether medications are on track and if anything should be noted

9

Ask about transportation or support needs

10

Ask about groceries, home repairs, errands, or downsizing help

11

Ask about any suspicious calls, visitors, or safety concerns

12

Update the comprehensive doctor's report with any new observations or concerns

13

Confirm anything to add to the report

14

Close warmly and confirm next contact

Who it's a good fit for

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Seniors who want consistent weekly wellness touchpoints

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Adult children who want added peace of mind between visits

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Families who are noticing small changes and want to stay proactive

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Caregivers looking for professional backup and regular reporting

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Anyone looking for a gentle starting point before moving into a larger support plan

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Seniors who want to stay informed about scams, weather risks, and safety

2 calls a week. $20 a month. Real peace of mind.

If you want a low-cost way to stay connected, informed, and ahead of changing needs, this plan is a strong place to begin.

One-time setup fee of $89 applies.