Our Process
Guiding You or Your Loved One Through the Referral Journey
1. Starting the Conversation We begin by having a thoughtful conversation with you or your loved one to better understand your current needs, whether they’re related to health, finances, or social well-being. 2. Understanding Your Life Every person’s journey is different. That’s why we take time to learn about your daily habits, medical history, interests, dietary needs, and any recent life changes. What do you value most? What brings you joy? And where could a little extra support make a difference? 3. Clarifying the Financial Picture We offer honest, straightforward guidance about the costs of senior living in the Bay Area and how they compare to your current budget. We’ll also help you explore financial assistance programs or benefits that may be available to you. 4. Managing the Details From start to finish, we coordinate every step of the process so you don’t have to stress the small stuff. Our team stays in regular contact to ensure everything moves forward smoothly and efficiently. 5. Here for the Long Haul Our support doesn’t end once a decision is made. We’re here to be an ongoing resource for you and your family, offering continued help and guidance whenever you need it.
Our Commitment Services
"Your journey is personal, and so is our approach. At My Place Senior Placement, we manage the entire placement process with thoughtful attention to your specific situation."
"We’ll take care of setting up your tours and come along to support you as you explore the communities we’ve thoughtfully chosen together."
"Need help with the Physician’s Report (Form 602)? We’ll make sure you have everything in place to move forward without delays."
"Our network includes vetted Realtors who specialize in senior transitions and can guide you through the sale of your home with professionalism and care."
"We work with reputable moving partners who specialize in senior transitions, ensuring your move is handled with respect, care, and attention to detail."
"Our established relationships with community partners allow us to help coordinate a wide range of services, including transportation, in-home care, and access to medical equipment."
"Our team handles all the behind-the-scenes logistics, including assessments, physician documentation, and move-in forms. We can also coordinate moving day to ensure a seamless experience and remain a reliable partner for your family even after the move is complete."