Consultation Fee Structure

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At Older Oak Care Management, we know that no two situations are alike. Every family’s needs, resources, and goals are unique — and so are our care plans. That’s why we don’t offer one-size-fits-all pricing. Instead, we create a custom plan tailored to your situation.

Here’s how we approach it:

• Initial Assessment – A one-time, in-depth evaluation of health, home, and support systems.
   
• Personalized Care Plans – Transparent proposals with clear services and costs.
   
• Flexible Options – Choose from ongoing monthly support, hourly coordination, or project-based services for transitions or crises.
   
• Add-On Services – Fiduciary support, trust coordination, therapy services, equipment, and specialized health management as needed.

Our Fee Structure: A Flexible, Person-Centered Approach

All situations are different. Talk to us about your unique care situation, and we’ll design a custom plan that suits you. Below are the elements we consider, & typical models we can use:

Elements we consider when quoting a plan:

• Level of assessment required (how in-depth, cognitive, home visits vs remote, etc.)
   
• Frequency of ongoing coordination (e.g. number of check-ins, provider communications)
   
• Specialized services needed (memory care, home therapies, palliative care, specialized equipment, etc.)
   
• Travel or transportation time / distance, in-home vs remote services
   
• Complexity of care (multiple providers, co-morbidities like kidney disease, dementia, etc.)
   
• Add-on services: fiduciary/trust coordination; legal / financial referrals; transportation of remains; grief / bereavement support
   

Typical pricing models we may use:

• Initial Assessment Fee – A one-time fee to gather all needed information and build care plan.
   
• Monthly Retainer / Subscription Packages – Different tiers (e.g. Basic, Enhanced, Concierge) depending on service intensity.
   
• Hourly & A La Carte Add-Ons – For services outside your package: specialty therapies, fiduciary/legal, travel, etc.
   
• Episode or Project-Based Pricing – For one-time transitions or crises (e.g. rehab post‐surgery, short/long distance relocation, transition to assisted living).
   

Our goal is to keep fees clear, fair, and flexible, so you know exactly what’s included and can make confident decisions. When you talk with us, we’ll walk you through your options, explain what works best for your family, and design a plan that gives you peace of mind.