WHAT WE LOVE TO DO

Helping you navigate the various aspects of your future

Organizing Legal information

Gathering the information and documents you need to care for another person takes some organization and resources. There can be many questions that come about regarding these legal concerns:


  1. What legal documents do I need to help another person in the financial areas of their life?
  2. When do you need a Power of Attorney or is it best to get a Guardian and Conservatorship? How do I get these done?
  3. Who are lawyers that handle these financial issues, or can I use any lawyer?
  4. What about medical information? How can I get information from an individual’s doctor if they can no longer do that due to memory loss or being incapacitated?
  5. What about HIPAA (Health Insurance Portability and Accountability Act) laws? What does HIPAA really mean?
Call CoachSmart Consulting, LLC today for a complimentary consultation to help you get organized and help you find the necessary resources you need when taking care of the legal concerns of another individual.

Organizing Medical information

Today, many families are no longer living in the same city or town near each other. Children often go off to larger cities to find good jobs and relatives can live elsewhere. Once a parent or relative develops a cognitive impairment, has a stroke or develops dementia, managing their health care needs can be daunting for family members or relatives living farther away. Also, you may want to plan for your future and get that information organized before an impairment occurs. If you have a parent, spouse, relative or individual who can no longer manage their medical care, how do you go about organizing their medical information?

  1. Do you know what prescriptions they are taking?
  2. Who are their doctors and what are their current medical needs?
  3. Can the person currently make good medical decisions surrounding their care?
  4. Who will be the advocate for another person’s medical care or services if they can no longer do that for themselves?
  5. What emergency contacts are necessary and who will do this for the person in need?
  6. Is the physical environment a safe place for the individual to live or do you need to consider an assisted care facility?
  7. Is there an adequate network of friends or neighbors to interact with them on a regular basis?

If you have concerns or questions about the medical, psychological or physical care for another person, contact CoachSmart Consulting, LLC today for a complimentary consultation. Let us help you get organized and help guide you through this process, so you have less stress and worry over a loved one’s needs, no matter where you live.

Financial Organization

It is difficult when a person is faced with a decision to have someone help them with their finances. Given so much fraud today, how do you protect a person needing care? Managing their day-to-day financial needs and helping them ease their financial fears is a challenge.

There are many questions that arise when considering another person’s financial matters.

  1. Is there an easy way to help another person manage their finances and assets if you don’t live close to them?
  2. What are their income sources?
  3. Do you know how many and where their bank accounts are located?
  4. How many credit cards do they own and are they paid off?
  5. Is there a mortgage on their home or any other outstanding loans?
  6. What investments do they have and where are they located?
  7. Do they own other property or other assets?
CoachSmart Consulting can help you find ways to simplify this process and organize this information. Also, we can provide local references so you can find a  fiduciary to assist with these financial matters. Give us a call today!

Caregiver Resources

A caregiver provides help to another person in need. The person receiving care may be an adult - a parent or a spouse - or a child with a mental or physical disability. Some caregivers are family members, but others are paid to provide that service. The day-to-day responsibilities may include:

  1. Shopping for food or cooking meals   
  2. Cleaning or organizing the home·       
  3. Paying bills and managing finances·       
  4. Providing medical care and dispensing medicine·       
  5. Helping the person with daily living skills·       
  6. Providing companionship and emotional support

Caregiving is hard, often times leaving caregivers feeling stressed and overwhelmed. They are "on call" 24 hours a day, 7 days a week and often times continuing for years. If you're providing care for someone with mental problems like Alzheimer's disease it can be especially difficult.

  1. As a caregiver, do you know where to find respite services so you can have time away from caregiving?
  2. How do you manage your daily stress?
  3. Are you able to be aware when you are under too much stress and need a break?
  4. Are you able to understand the needs and frustrations of the person receiving care and not take it personally?
  5. Are you able to communicate effectively to doctors, other providers and family members what is needed to best assist the person in need?

CoachSmart Consulting, LLC can provide valued information and resources for you as a caregiver to help avoid burnout. Give us a call today to set up your complimentary consultation.

Future Care Planning

Organize and make decisions now for you or a loved one for your life care planning that promotes peace of mind for caregivers and others. Make decisions in key areas including financial, medical, legal, residential and other important services. Call for a complimentary consultation

  1. Checklist--working on currently
  2. Downloadable or hard copy Guidebook available by clicking the "SHOP" button at the top of the page

Professional and Community Outreach

Obtaining information or looking for continuing education as a caregiver is an important as a caregiver. Guest speaking, lunch and learns or customized workshops are available. Here are some possible topics:

  1. Caregiving and Emotional Intelligence
  2. Caring for an Individual with Cognitive Impairments
  3. Letting Go and Letting Others Care for a Loved One
  4. Brain Injury and Cognitive Impairment

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