How I Help

  • Strategic Sounding Board

  • Transition Adviser & Navigator

  • Transition Project Manager or Coordinator

Helping You Stay Ahead of Aging Transitions — Not React to Them

Most families don’t enter crisis because of one event. They enter crisis because the life system behind the person wasn’t ready.

We help you

  • Put the critical structures in place before something forces urgent decisions.

  • Build the system that prevents chaos when it does.

  • Ensure the entire life infrastructure can withstand change.

For Individuals & Older Adults

Stay Independent by Making Your Life System Resilient

SilverBeacon helps you organize the essential parts of life so that if something happens — medical, financial, or personal — your wishes, access, and support structure remain intact.

I help you:

✔ clarify decision authority and healthcare directives

✔ create a secure, safe, and resilient living environment

✔ organize financial and administrative records

✔ secure digital accounts and access plans

✔ identify daily-living and safety risks early

✔ document emergency contacts and response steps

 

The goal is simple: If something happens tomorrow, you remain in control.

For Families & Caregivers

Reduce Chaos When Change Happens

Aging rarely unfolds on a predictable schedule.

Falls, hospitalizations, diagnoses, and caregiver strain often force decisions quickly.

SilverBeacon helps families prepare the operational structure that keeps everything functioning under stress.

We help families:

✔ clarify who makes which decisions

✔ organize financial, legal, and medical information

✔ establish shared communication pathways

✔ identify early warning signs of functional decline

✔ create structured plans before urgency hits

Instead of scrambling during a crisis, your family starts from readiness.

For Professionals

Financial planners, fiduciaries, elder law attorneys, care managers, healthcare teams

Give Clients a Structured Aging Transition Framework

Many professionals advise on one piece of the aging puzzle.

SilverBeacon provides the cross-domain structure that connects them.

We help professionals:

✔ assess administrative and decision readiness

✔ identify life-system vulnerabilities before events occur

✔ provide structured transition-planning frameworks

✔ coordinate across legal, medical, financial, and family systems

✔ support clients in executing—not just planning—critical steps

We becomes the operational bridge between disciplines.

For Organizations & Communities

Create Scalable Aging Transition Support Programs

Employers, senior communities, and organizations increasingly face the operational impact of aging transitions among employees, members, or residents.

SilverBeacon helps increase the effectiveness and efficiency of key processes.

We help organizations:

✔ create aging transition readiness assessments

✔ streamline intake and key operational processes

✔ implement structured life-planning workshops

✔ provide guided decision-support frameworks

✔ support caregivers managing complex family transitions

✔ reduce crisis-driven workplace or community disruption

We focus on increasing the effectiveness and efficiency of navigating aging transitions with human care and empathy

How We Might Work Together

Every Situation is Different

How we work together should fit your actual needs. Here are some ways people can engage with me:

  • Single Conversation: Sometimes one thoughtful discussion is enough to gain clarity

  • Short Series: 3-5 sessions to work through a specific decision or develop a framework

  • Ongoing Partnership: Regular check-ins as situations evolve

  • Workshop or Presentation: One-time educational event for a professional group

  • Project Work: Developing custom frameworks, tools, or programs

The format matters less than whether the work helps you think more clearly about what you're facing.

Let's Talk

If you're facing an aging transition—for yourself, a parent, a client, or the people your organization serves—and you think a conversation might help, I'd be glad to speak with you.

Reach me at:
bernardjputz @ silverbeacon.net
650-544-7121

Initial conversations are complimentary—I'm happy to explore whether working together makes sense for your situation.