Episode 147

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Published on:

7th Jun 2025

Checklist: Help Parents with a Life Change

How do you as a family help your senior loved on through the process of downsizing to a new home for a life change? Whether it be to independent living for active seniors, or maybe they're transitioning to an adult family home, or go into a senior community, maybe memory care or dementia care, there are a lot of options out there. Daphne Davis from Pinnacle Senior Placements joins Suzanne Newman on the Answers for Elders Radio Show to provide us with a checklist for helping our loved ones through this challenge. She talks from the perspective of a family not having a placement advisor to walk alongside them and giving them all the little details of how to how a successful transition. She highly recommends selecting a placement advisor or referral agent – they don't cost you anything and provide a wealth of information during this process.

Daphne says, "You need to know what your budget is, not only the total amount that you have, but your monthly expenditure that you can afford. There might be cash flow issues that go along. Now. If you had an advisor, they'd be bringing all of these things up and they'd be working through it and they know on the top of their head how much things cost.

If you have a book that you're looking at, very often that information is not going to be accurate. It's going to be information that is at the lowest scale of pricing for rent and care. Know that there's two different things, if you're looking at assisted living or independent living in a large community, the numbers that you see are not going to include care. Look how many things you might trip over. And we haven't even gotten to the building yet."

Daphne goes into detail about her checklist:

1. Have a clear picture of who needs care, assess the situation.

2. Assess the budget.

3. Know the general area they're moving to.

4. Establish your highest values

5. Do they convert to Medicaid when money runs out?

Reach Pinnacle at 1-855-734-1500 or visit PinnacleSeniorPlacements.com.

To final a referral agent in your area, visit the National Placement & Referral Alliance website search.

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About the Podcast

Pinnacle Placements & Seniors
Pinnacle Senior Placements helps find superior housing options for the elderly in your family by doing the right thing for the right reason every time. Pinnacle was established out of a pure desire to serve the elderly and their families.

We meet with families face to face. During the meeting, your advisor will listen carefully to gain a clear understanding of your loved one’s personality and needs.

Our team believes that your loved one is much more than a list of diagnosis, symptoms, and behaviors. Your loved one is vital and deserves to maintain his/her life quality and purpose. This is why you can be sure we will provide options to help maintain his/her dignity and quality of life. Your family member will be treated with genuine compassion and care.

About your host

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Daphne Davis

Daphne leverages her strong business and entrepreneurial background in running Pinnacle Senior Placements. Since 1985, she has experienced handling management positions and establishing her own business. Being in these positions of responsibility allowed her to enjoy the freedom of implementing the credo of “doing the right thing for the right reason every time.”

In 2001, Daphne was introduced to senior care. She continues to enjoy serving elders and their families to this day.

Daphne has been devoting her time for the last 25 years as a loving wife and as a hands-on mother to two boys. She attends family, school, and sporting events while still having a full-time career. Her interests include playing the organ/piano for choir and church services. Aside from that, she also loves traveling both domestically and internationally with her husband and friends.