A thorough, fact-based, expert-driven approach to planning for the later years.

 
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We follow a three step process to develop a personalized Cordelia Solutions Roadmap for Confident AgingTM for you or your loved one.

 
  • COMPREHENSIVE ASSESSMENT

    1

    We build a deep understanding of aspirations and needs across all core facets of life using a thorough, logic-based, digital assessment developed by our team of subject matter experts.

  • PERSONALIZED ACTION PLAN

    2

    Our experts collectively review all the information shared through the assessment.

    They identify, reconcile and prioritize key issues and develop recommendations to address these.

    They document the rationale and recommendations in detail and in easy-to use worksheets.

    These are collated in a thoughtfully-designed package, along with pertinent templates, guides and forms.

  • DISCUSSION AND SUPPORT

    3

    A representative of our team of experts meets in person with the appropriate family members to share our findings and recommendations, and make sure they have the clarity and detail they need to put their plan into action.

 

Please COMPLETE if you Would like to discuss how Cordelia Solutions can help you.

You can also reach us directly at:

Cordelia Solutions LLC
163 Amsterdam Avenue, #1234
New York, NY 10023

info@CordeliaSolutions.com

Please note that we are currently offering services in the New York City area only

 
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