Why Use a Case Manager?

Advocacy, Guide and Education are what you can expect with the Case Management team.

Sometimes life changes without warning. When someone you love falls ill, suddenly retires, or needs to change residences due to a life changing event, the need for support becomes urgent. Without the time or expertise to make informed decisions, this can cause tremendous pressure on the ones we love.

The reverse is also true.  Many clients recognize the importance of planning their affairs while they are in good health.

  • Case Managers are Elder Planning Counselor (EPC) certified, and provide guidance and education to clients through the AGE Program.
  • The team is available to guide you at any stage of your planning, whether in advance or in times of need.

Check out the Elder Planning Counselor website for more information on the certification.

Elder Planning Counselor Certified

Contact Advisorly for more on Case Managers or to make an appointment.

An senior couple with an Advisorly case manager
A senior man with a case manager
An older family