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Health care planning can take a lot of coordination. We understand what it takes to communicate and work effectively with multiple outside providers to ensure care is provided with attention to detail, dignity and respect. If you are managing a loved one’s care from out of town, we also recognize that it’s doubly difficult to coordinate the details from afar. Our goal is to ease the burden of coordination and help each client and caregiver feel in control. ​​

Click on the links below or scroll down the page to learn more about the services that we provide:

Healthcare Assessment

iCarenetwork Health Assessment


We will meet you wherever it’s convenient for you, and work together to complete a comprehensive assessment that includes a review of:

  • Medical History

  • Life History

  • Dementia & Alzheimer's Assessment

  • Dementia & Alzheimer's Home Safety Assessment

  • Interests & Hobbies

  • Friends and Family Support

  • Medication Review

  • Dietary Needs

  • Home Mobility Safety Assessment

  • Financial Planning Needs

  • Legal Assistance Needs

  • VA Assistance Needs

  • Health care Cost Analysis

  • Referrals to Preferred Providers


Once we evaluate your needs, we will make recommendations and create a care plan that includes the approximate cost of our services. We can implement the care plan and stay involved as needed to coordinate, communicate and modify the plan. You may also choose to take the helm and navigate the plan on your own.

Customized Care Plan


The care plan is a critical piece, as it allows us to help with immediate and long-term needs. Helm will work to communicate with seniors and their caregivers each step of the way to ensure all services are coordinated, monitored and reviewed so we can help prevent costly health care crises while providing a single point of contact for all health care needs. Our goal is to allow all seniors to age gracefully while relieving stress from caregivers and advocates.

Customized Cae Plan
Care Management

Care Management


Helm helps seniors, caregivers and their advocates take control by helping navigate the difficult world of health care. The services that we can coordinate, manage, oversee or provide include:​

  • Shopping

  • In-Home Care

  • Bill Payment

  • Meal Options

  • Medication Review

  • Private Duty Caregivers

  • Physical, Occupational & Speech Therapy Coordination

  • On-going & Consistent Communication

  • Realtor, Moving, Downsizing, Relocation Assistance

  • End of Life Care & Hospice Coordination

  • New Senior Living Transition Help

  • Pet Care Coordination

  • Set up, Accompany & Advocate at Medical Appointments 

  • Alzheimer's & Dementia Care Planning

  • Assist with Senior Living Care Planning & Advocacy

We can help with much more—just ask!

Client Advocacy


Helm’s Life and Health Care Managers work independently and are not associated with any Independent, Assisted or Skilled senior living communities, medical practices or Medicare paid health care programs. This allows us to provide unbiased recommendations for the benefit of our clients. It is our primary goal to allow each senior to age gracefully with dignity and respect.

Patient Advocacy
Senior Living Placement

Senior Living Placement


While our goal is to help our clients be as independent as possible at home, there may come a time when senior living placement may be the best solution for continuing that independence. We individualize the search process for each client and will present the options that best meet your wants and needs. We can tailor the level of assistance for each client, from setting up and attending tours to helping with the deposit process, move-in documents and other requirements during the admission process. We can coordinate any or all of the following:

  • Moving Coordination

  • Out of State Assistance

  • Senior Living Documents

  • Obtaining Medical Records

  • Downsizing & Packing

  • Apartment Readiness

  • Visits following the move to assist with the transition

  • Attend Care Plan Meetings


We also offer ongoing communication and visits to ensure that your loved one’s move is successful.

High-end Referral Services


Helm has partnered with high-end providers to ensure quality assistance with all of your health care needs. 

High-end Referral


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