Services & Consultation

Practical Coaching to Organize Your Affairs, Protect Your Independence, and Give Your Family Peace of Mind.

Navigating the administrative, financial, legal, and operational details of getting older can feel overwhelming. SilverBeacon offers structured, step-by-step coaching and hands-on guidance to help you bring order to the clutter, close critical planning gaps, and create a clear system for the future.

Start Here: 30-Minute Readiness Discovery Call

Not sure where to begin, or looking for clarity on what needs attention first?

The Discovery Call is a focused, 30-minute conversation designed to help you take stock of your current situation, explore key planning priorities across the SilverBeacon Architecture, and determine the best next steps for you or your family.

• What We Cover:

  • A quick check on your current organizational status (affairs, contacts, digital accounts, and decisions).

  • Identification of immediate friction points or potential readiness gaps.

  • Recommendation on which coaching format or roadmap fits your goals and timeline.

  • Complete clarity on how we work together—no sales pressure, no obligation.

• Format: Virtual (Zoom/Google Meet) or Phone

• Price: Complimentary

[ Book Your 30-Minute Discovery Call ]

Core Coaching Packages

1. The Aging Readiness Audit & Action Plan

Ideal for individuals or couples who want a complete, confidential, non-judgmental evaluation of your current administrative, home, legal, and digital readiness.

A comprehensive deep dive across all four pillars of the SilverBeacon Architecture: Your People, Your Affairs, Your Well-being, and Your Decisions.

• What’s Included:

  • Two 60-minute 1-on-1 discovery sessions (in-person with 1 hour driving distance to Santa Cruz, CA, or virtual).

  • In-depth evaluation across digital accounts, legal/financial document accessibility, home safety, and emergency contacts.

  • A customized Readiness Audit Report highlighting critical gaps, risks, and high-priority action items.

  • A structured 30-60-90 day step-by-step roadmap tailored to your pace.

• Pricing: $750 (One-time flat fee)

2. The 60-Day Administrative "Friction-Free" Sprint

Ideal for families or seniors ready to actively organize their life operations, create secure archives, and get everything in order.

A hands-on, guided partnership where we work side-by-side to turn your Action Plan into an organized reality.

• What’s Included:

  • Four 60-minute strategy & accountability sessions every two weeks.

  • Step-by-step assistance organizing key documents, digital passwords/accounts, medical contacts, and home records.

  • Creation of a centralized, secure SilverBeacon Emergency Portfolio (physical binder + secure digital index).

  • Drafted household operational guides for trusted decision-makers or adult children.

  • Direct email & messenger support between sessions.

• Pricing: $1,850 (Or 2 monthly installments of $975)

3. Adult Child Concierge Support

Ideal for adult children ("the sandwich generation") who need a compassionate, practical partner to help remote or local aging parents get organized without causing friction.

We act as an objective, confidential, third-party guide to reduce stress, avoid family tension, and ensure essential information is organized before a health crisis occurs.

• What’s Included:

  • Initial alignment call with the adult child/family representative.

  • Direct, respectful coaching sessions with the parent(s) focused on autonomy and practical organization.

  • Creation of a shared family emergency access protocol and contact portfolio.

  • Summary updates and actionable status reports provided to family decision-makers.

• Pricing: Starting at $1,200 (Customized based on scope and family complexity)

4. Targeted Strategy Sessions (A La Carte)

Have a single bottleneck or immediate topic you need help navigating? Target a specific operational area.

• Focus Areas Include:

  • Digital Legacy & Password Organization: Centralizing online accounts, financial logins, and digital access rules.

  • Pre-Attorney Legal Prep: Organizing assets, account details, and decision-maker choices before meeting with an estate attorney to save on billable legal hours.

  • Home & Life Logistics: Setting up simplified bill-pay systems, household vendor lists, and essential medical contact sheets.

• Pricing: $175 per 60-minute session (Includes follow-up checklist)

Professional & Partner Collaboration

Estate Attorney & Wealth Advisor Pre-Work

We collaborate directly with estate planning attorneys, financial planners, and fiduciaries to help clients gather, structure, and organize their personal and administrative records prior to legal or financial execution.

• Pricing: Custom partner retainer or client preparation fee structure upon request.

Frequently Asked Questions

Are you an estate planning attorney or financial advisor?

No. SilverBeacon provides administrative, educational, and organizational coaching. We do not provide legal, financial, tax, or medical advice. Our work complements your professional team by making sure your documents, records, and everyday instructions are clear, organized, and accessible.

How do we meet?

We offer sessions virtually via secure video call or over the phone. In-person consulting is available depending on geographical location and scope.