For professionals

Refer a family and know they will be cared for

You already have the family's trust. When the conversation turns to senior living, downsizing, or what to do with the house, we can be the person who walks them through it.

Your client stays yours

We are a resource, not a competitor. We do the transition work, keep you informed, and send the family back to you for everything in your lane.

No pressure, ever

If the right answer is staying home, we say so. Nobody you send us is going to feel sold to, which protects your name as much as ours.

One point of contact

Movers, estate sale, repairs, communities, and the home sale run on one written plan, so your client is not calling you for updates.

Who we work with

Professionals who already sit at the table

  • Elder law and estate planning attorneys
  • Financial advisors, CPAs, and fiduciaries
  • Physicians, hospital case managers, and discharge planners
  • Home care, home health, and hospice teams
  • Senior living communities with waitlists or a poor fit
  • Real estate agents outside Colorado with a client here
  • Faith communities, senior centers, and nonprofits

How a referral works

  1. You introduce us, by form or a quick phone call.

  2. Eric contacts the family gently, usually within one business day.

  3. The family receives a complimentary consultation with no obligation.

  4. You get a short update on what was recommended and what happens next.

Prefer to talk first? Call Eric directly at 303-919-1665.

Refer a family

Share only what you are comfortable sharing. Please do not include medical details. Eric will reach out gently and keep you informed.

Your information is private. We do not sell your personal information. Referrals are never shared with communities or vendors without the family's permission.

How Eric is compensated is written plainly on our frequently asked questions page, so you can share it with a client before they ever call.

Let's build something your clients thank you for

Eric personally reviews every referral and generally responds within one business day.

Your information is private. We do not sell your personal information.