Immediately following the consultation an Action Plan is written which documents basic client information and outlines a list of goals and priorities based on the initial assessment. This document gets distributed to everyone involved in working with the client and serves as our roadmap which we utilize when following up regularly with both the advocate [...]
These meetings are set up between the advocate and client. The frequency is determined by the scope of the job as well as any urgent or time sensitive requirements that may need to be addressed, for example collecting tax documents, overdue bills, etc. Always our approach is to keep the client as involved as he [...]
The one-hour in-person consultation is provided free of charge and usually held in the client’s residence whether it is a private home or senior living community. They include someone from the MPB management team along with the client advocate, the client and usually the individual who inquired whether a family member or trusted advisor. allows [...]
“I’ve found it to be very fulfilling, both from the standpoint of a volunteer, and as an entrepreneur, to focus on helping individuals maintain order and independence in their lives. It’s tremendously rewarding on a personal level to help another person, and to have a positive impact on their life.” Michael Melinger grew up [...]
“The best part of running a service oriented business is seeing that our team of caring experienced professionals are making a difference in the day-to-day lives of our clients. I love the sense of personal accomplishment and satisfaction our team feels when we have helped our clients maintain order in their lives.” The youngest [...]
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