Services

Initial Assessment and Care Planning

Wesley Chapel and East Pasco County, Florida

Initial Assessment and Care Planning

We look at the full picture, so nothing gets missed.

Every successful care journey starts with a thorough understanding of your loved one’s situation.  Your Leonora-SAGE, Aging Life Care Manager® will conduct comprehensive evaluations covering medical histories, cognitive function, daily living abilities, home safety, financial considerations, and emotional well-being.  This includes early identification of memory loss, dementia, and cognitive decline that families may not yet have a name for.  From this assessment, your Care Manager will create a personalized care plan with specific, actionable recommendations that are tailored to your family’s unique needs and goals. 

S

SUPPORT
Regular check-ins built on genuine human connection; not a rushed checklist.  We notice changes in mood, energy, and outlook that caregivers sometimes miss precisely because they're so close to the situation.

A

ADVOCACY
When we observe a concern (declining appetite, social withdrawal, new confusion) we communicate it promptly to physicians, family members, and the care team- before it escalates into a crisis.

G

GUIDANCE
We translate clinical observations into clear, plain language updates that families and the senior in their care can understand- and act on.  No medical jargon, no uncertainty about what comes next.

E

EMPOWERMENT
You or a loved one is an active participant in their own wellness- not a passive recipient of care.  Leonora-SAGE involves them in conversations, respects their preferences, and protects their dignity and sense of control at every step.

Getting Started is Simple

“At Leonora-SAGE, we believe every family deserves to feel supported in the decisions they face, guided by someone who truly understands the journey, empowered to advocate for the ones they love, and confident that they are never alone in carrying it.”

  • Step 1 — Schedule a Complimentary Call

    Start with a free 15-minute call to explore whether Leonora-SAGE is the right fit for you and your family.

  • Step 2 — In-Home Initial Assessment

    When we're ready to move forward, we'll schedule a time for your Aging Life Care Manager ® to visit. Together we'll complete the service agreements and a thoughtful, collaborative assessment; at a pace that works for you.

  • Step 3 — Develop Your Individualized Care Plan

    This is often where families first feel a sense of relief. Based on the assessment, we'll create a personalized care plan built around your loved one's needs and your family's goals. From there, you choose how to move forward:

    📋 Take the Plan & Move Forward Independently You'll have a clear, actionable care plan to implement on your own terms and timeline.

    🤝 Continue with Ongoing Care Coordination Stay supported with your Aging Life Care Manager® providing continued guidance, monitoring, and advocacy every step of the way.

  • Step 4 — Ongoing Monitoring and Care Coordination

    Your care plan will be reviewed regularly and updated as needs change. Routine communication keeps you informed and involved. Over time, many families move from overwhelmed to reassured, knowing their loved one is in caring, capable hands.

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The information on this website is for general informational purposes and is not a substitute for medical, legal, or financial advice. Families should consult physicians, attorneys, or other qualified professionals for guidance specific to their situation. Your privacy matters to us. Please review our Privacy Policy to understand how we collect, use, and safeguard your personal information. By using this website, you agree to our Terms of Use. Use of this site does not create a client–care manager relationship. For personalized support or care coordination services, please contact our office directly.
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