One trusted advisor to coordinate the decisions, logistics, and dynamics of aging transitions.
Our services.
When families face aging-related transitions, the number of decisions, moving parts, and emotional pressures can feel overwhelming. Guardian Path Advisors acts as the trusted quarterback – bringing structure, clarity, and momentum to situations that otherwise stall or spiral. Below is an overview of our core service areas – all of which are covered to the extent necessary over our 1 year service term. While every family’s needs are unique, our approach is intentionally comprehensive so nothing important falls through the cracks.
Family Communication Hub
Aging transitions often fail not because of bad intentions, but because information is scattered and communication breaks down. We establish a secure, centralized hub where critical documents, key contacts, timelines, and decisions live in one place. This creates a single source of truth for family members, advisors, and other stakeholders.
We hold weekly progress meetings for the first 60 days, then move to a regular monthly cadence to help reduce confusion, eliminate repetitive conversations, and ensure everyone is working from the same information — especially important when siblings live in different locations or emotions are running high. The result is fewer misunderstandings, faster decisions, and a shared sense of control during a chaotic time.
Living Arrangements
Determining where and how an aging loved one should live is one of the most emotionally charged decisions families face. This decision is always made by the family, but we seek to guide families through a structured assessment that considers health, independence, safety, finances, geography, and family dynamics.
From evaluating independent living and assisted living options to planning for future transitions, we help families think not just about the immediate change—but the potential moves after that. Our role is to bring clarity, objectivity, and forward-thinking so decisions are proactive rather than reactive.
Transition Logistics & Concierge Support
Even when decisions are made, execution is where most families get stuck. Downsizing, organizing, moving, coordinating vendors, and managing timelines can quickly become a full-time job. If outside help is needed, we will identify a partner(s) and oversee cleanout and moving efforts to completion.
Guardian Path Advisors provides hands-on coordination and detailed checklists to keep complex transitions moving forward. We help families manage the countless logistics — big and small such as change-of-address, subscription updates, pet rehoming and communications — so nothing is overlooked and momentum is maintained. This support is often the difference between plans that sit on paper and transitions that actually happen.
Primary Real Estate
Selling a primary residence during an aging transition involves far more than listing a home. Timing, preparation, emotional attachment, and coordination with broader life decisions all matter.
We help families plan and manage the real estate process from start to finish — identifying an agent, coordinating preparation, aligning timelines with care and relocation decisions, and ensuring the home sale fits into the larger transition strategy. Our role is to reduce stress, avoid costly missteps, and keep the process aligned with the family’s overall goals.
Secondary Asset Sales
Secondary properties and personal assets—vacation homes, vehicles, collectibles, household contents—are often overlooked until they become urgent problems.
We help families inventory, prioritize, and coordinate the disposition of secondary assets in a thoughtful, organized way. Sometimes the answer is simply “not yet,” and that’s ok. By addressing these items systematically, families avoid last-minute scrambles, emotional decision-making, and unnecessary loss.
Financial Coordination
Aging transitions frequently expose gaps between long-term financial planning and day-to-day reality. We work alongside existing financial and tax advisors – or interview and help you select new ones – to help families consolidate assets, then understand how those assets, cash flow, and upcoming decisions intersect with real-world needs.
Our focus is coordination and clarity—helping families see how financial decisions support housing, care, and lifestyle choices, without duplicating or replacing investment management services.
Monthly Budgeting
Monthly cash flow becomes increasingly important during later-life transitions. New expenses, changing income sources, winding down obligations, clearing debts, and new care costs can quickly create uncertainty.
We help establish and maintain a clear monthly budget and rhythm that reflects current realities and upcoming changes. This allows families to make informed decisions, reduce anxiety, and ensure that financial resources are being used intentionally and sustainably.
Legal Coordination
Legal documents such as powers of attorney, trusts, and estate plans are critical—but often outdated, incomplete, or disconnected from real-life execution.
Guardian Path Advisors coordinates with legal professionals to ensure documents align with current needs and are actually usable in practice.
Beyond those core documents, we will establish and operate under a limited Power of Attorney authority to help execute agreed-upon decisions, always in coordination with the family’s needs.
Family Support
Aging transitions are not only about logistics and risk mitigation—they are also moments of meaning, identity, and legacy. We help families navigate the human side of change by supporting both thoughtful communication and emotional well-being.
We assist families in preparing clear, compassionate communications around major life changes, such as transitions in living arrangements. This may include drafting announcement letters that explain decisions to extended family and friends. Where appropriate, we can also help draft or review social media announcements so families feel confident sharing updates publicly without oversharing or creating unintended stress.
Beyond immediate transitions, we help families explore legacy storytelling opportunities—such as family history books, recorded interviews, or short videos—that preserve memories, values, and stories for future generations. These projects often become meaningful positives during otherwise difficult chapters, helping families reframe change as continuity rather than loss.
At the same time, aging transitions frequently surface emotional strain, caregiver fatigue, and unresolved family dynamics. We help families identify and coordinate appropriate support resources, such as individual or family therapy and caregiver support services, while remaining in an advisory and coordination role.
Our goal is to help families stay aligned, supported, and resilient—addressing both the emotional challenges and the meaningful opportunities that arise during later-life transitions.
Our Pricing.
Guardian Path Advisors is a premium, all-inclusive advisory and concierge service designed for families navigating complex aging transitions. Our work is intentionally comprehensive, hands-on, and highly personalized.
Fixed Engagement Fee: $19,950 per family for a one-year engagement.
This fee covers all services outlined above, adapted to your family’s unique circumstances, priorities, and pace. There is no hourly billing and no menu of add-on fees—our focus is on outcomes, not tracking time.
Payment Terms:
One-third due at engagement start
One-third due at 45 days
One-third due at 90 days
This structure allows families to move forward decisively while aligning financial commitment with progress. We discuss scope, expectations, and fit in detail during the initial consultation to ensure clarity on both sides before moving forward.