Frequently Asked Questions
What is a Senior Advisor?
A Senior Advisor is an individual who has a unique understanding of the financial, health and safety issues aging adults face. Senior Advisors utilize their highly specialized skills to help inform seniors and their family members on how to address challenges associated with the aging process. A senior advisor undergoes significant training and may engage in studies to earn a certification to become a Certified Senior Advisor.
What is a CSA (Certified Senior Advisor)?
A certified senior advisor is an accredited individual who has undergone extensive training in the areas of senior support ranging from life transitions, financial security and end of life planning. A certified senior advisor must pass a rigorous exam and uphold ethical standards that benefit and protect the health and welfare of aging adults.
How do your services work?
Every individual’s needs are different and that is why Life Transitions Consulting offers multiple ways to work together. During our initial meeting, we will engage in an assessment to determine needs and then develop a plan to meet your goals.
Are you a medical professional?
No, I am not a medical professional and cannot administer medical advice or services.
Can you represent me in legal matters?
I am not an attorney and as such, I cannot represent you in any legal engagement.
Will you need my social security number?
We will not ask for your social security number, nor should you ever give out your social security number unless you are certain that it will be held in confidentiality.
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(303) 888-6395
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