Free Discovery Consultation
Let’s Talk Care—Your Free Roadmap to Clarity, Confidence, and the Right Next Step.
Service Description
Not sure where to start? That’s exactly where we come in. Our Free Discovery Consultation is a no-cost, no-pressure conversation designed to help you—or your senior loved one—get the clarity you need around long-term care, home support, or senior living options. Whether you’re feeling overwhelmed, stuck, or just trying to figure out what questions to even ask, we’re here to guide you through it. During this 30-minute call, we’ll take the time to understand your unique situation: • What kind of care is needed now—or may be needed soon? • What does your ideal care journey look like? • What financial concerns or family dynamics should we know about? • Are there existing legal or insurance tools already in place? Our goal is to get a complete picture of your needs, preferences, and budget so we can advise on the best possible direction. If our services are a fit, we may recommend moving forward with one of our tailored solutions—either our Premier Care Concierge Plan for placement and care coordination, or our Financial Healthcare Plan™, which focuses on protecting assets while preparing for future healthcare costs. But even if you don’t move forward with a paid plan, you’ll walk away with real insights and next-step clarity. Here’s what to expect: ✔ A warm, judgment-free conversation with an experienced consultant ✔ A chance to ask your biggest questions—financial, emotional, and logistical ✔ Transparent guidance on whether we’re the right fit to help ✔ No hard sales. Just helpful humans. Whether you’re planning ahead or navigating a care crisis, this free consultation is the smart first move.
Our Booking Policy
Cancellations or reschedules are allowed up to 4 hours before the scheduled appointment time. If additional services are requested, a follow-up consultation will be required. Additional fees may apply for these services. FREE CONSULTATIONS ARE LIMITED TO ONE USE PER CLIENT. The free consultation includes 30 minutes to evaluate the client's needs of care and goals. Any additional consultations will be billed at $40 per hour, unless purchased as part of a plan. Please contact us for more details. An intake form and signed HIPAA form will be required. These documents will be sent to you in your confirmation email and must be submitted before the initial consultation appointment. *Confidentiality Statement for Consultation Bookings* We respect and prioritize the privacy and confidentiality of our clients. When you book a consultation with us, we are committed to safeguarding any personal information shared during the process. •Personal Information: Any details you provide during the booking process, including but not limited to your name, contact information, and consultation details, will be treated with the highest level of confidentiality. •Use of Information: The information collected will only be used to facilitate your consultation, including scheduling, communications, and follow-up. We do not share, sell, or distribute your personal information to third parties without your explicit consent, unless required by law. •Consultation Content: The content discussed during your consultation is strictly confidential. No part of the conversation will be disclosed to third parties without your prior approval, except in situations where disclosure is required by legal obligations. •Data Security: We employ industry-standard security measures to protect your data from unauthorized access or disclosure. By booking a consultation with us, you agree to the terms outlined in this confidentiality statement. If you have any questions or concerns regarding our privacy practices, please feel free to contact us at supportdesk@openarmscs.com.
Questions?
704.948.5734
supportdesk@openarmscs.com