Our Services
Initial Consultation
Estate Plan Organization
Estate Plan Organization
Celeste Heyerichs provides a free 20 minute Telephone Assessment.
- Initial Consultation ($) can be by telephone or in-person with yourself and any other persons you choose to include. It is important to carefully listen to your goals and needs for the next chapter of your life. The questions asked here are to determine the priority of service for your assistance.
- Upon wishing to proceed with her services, an On-boarding consultancy meeting will be arranged. During this step a Lifestyle Plan is outlined.
- Information including; timeline planning, assistance research, referrals for affiliates or preferred partners and service fees for the client's approval.
The main objective is to empower you to be able to achieve your goals.
She will be your #1 Advocate!
Estate Plan Organization
Estate Plan Organization
Estate Plan Organization
Having her Professional Financial Planner designation for more than 18 years, Celeste highly recommends that clients update their Estate Plans and organize the documents to ease the task of their designated Power of Attorney or Executor/Executrix.
- Estate Plan Checklist provided
- Estate Legacy Box provided
- Referrals provided for Lawyers in your area to complete Wills, Powers of Attorney
- Referrals provided to Financial Advisors for Estate Probate Bypass information
- Assistance with organization of Estate related documents. Both medical and legal and financial
- Medical Awareness Notice provided for ambulance and paramedic emergencies
- In Case of Emergency contact list updated and made accessible.
Comfort Care
Estate Plan Organization
Comfort Care
Comfort Care Services provide additional support & connectivity to the senior clients and peace of mind for family who may live far away. It can be especially challenging for seniors.
These services can be short term or longer term services depending on the client's needs.
- New Lifestyle Settling-In & Support Services
- New Home On-boarding & Care Plan Meeting Support
- New Resident 2 week Orientation Support
- Ongoing Regular Telephone Check-ins
- Ongoing Regular In-person Visits
- Organized Companion Day Outings
- Assisted Scheduled Medical Visits
Optimal Lifestyle Management
Senior In-Home Care
Aging-in-Place at Home is what 98% of Senior Canadians say is their preferred choice for retirement living. This will often include in-home care for many seniors. We have experience with the at-home care system and provide navigation for you, as it is a system with benefits and pitfalls.
- Assist with Assessment by the HCCSS (LHIN)
- Assistance with applying for Government funding
- Advocate for healthcare services or hiring private nursing care
- Assist with home care schedules
- Consultative Review of private benefits
- Assist with determining in-home accessibility
Senior Home Selection
Senior Home Transitions
Senior Home Transitions
Transitioning your Senior Lifestyle Living conditions can take on many forms for many reasons. It can range from Retirement Residence Living Independently to Long Term Care Living and several steps in between.
Assessments
We help you determine the best type of residence to suit your needs.
We've toured the homes in the Hamilton, Brantford, Ingersoll and the surrounding area to keep updated on changes.
Tour Navigation
We can provide you with guidance to look on your own or arrange to take the Tour with you.
Intake Navigation & Assistance
We assist you in completing the facility paperwork requirements which include but are not limited to medical, legal & financial and take time and appointments.
Senior Home Transitions
Senior Home Transitions
Senior Home Transitions
Moving homes can be stressful. We strive to minimize that stress and provide you with as much or as little of the services you require.
Some people have family to help with the move or packing, while others may require our optimal moving services, which we coordinate to provide you with preferred choices.
Optimal Home Sale Coordination
Scheduling appointments with local Realtors for you to make your choice. Working with the Realtor of choice to ensure your home is staged and 'Sale' ready.
Optimal Moving Transition Plan
Coordinate every detailed aspect of the move, from getting quotes for movers, donation pick-ups and estate sales to making sure your day of move is hassle free.
Our Partners
