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Ombudsman & Safety Net Plans™
Someone in Your Corner—Even When Family Is Far Away.
You may be completely independent today—managing your own healthcare, finances, appointments and everyday life. But sometimes you simply need someone you trust in your corner.
These plans are designed for independent adults who do not need full-time assistance or traditional caregiving, but want a trusted advocate available when something unexpected happens.
You remain independentSupport is designed to protect autonomy—not replace it.
You remain in controlYour decisions and permissions guide every next step.
You have a safety netA trusted local advocate is available when plans become complicated.
Your Personal Safety Net
Your Ombudsman helps you navigate healthcare questions, appointments, hospital communication, home-service needs and the moments when you are simply unsure what to do next.
This is not about taking control away from you. It is about helping you remain independent longer by making sure someone is available when you need assistance.
Appointment coordination
Scheduling, preparation and follow-up after appointments.
Provider communication
Help communicating questions with physicians and hospitals.
Emergency guidance
Coordination and practical next-step support when something happens.
Family communication
Permission-based updates when loved ones live far away.
Home-service coordination
Help locating appropriate healthcare and home-support resources.
A second voice
Trusted support when you are uncertain about your options.
Regular check-ins
Connection and reassurance for members and distant families.
Continuity after care
Follow-up when hospital discharge or a new procedure creates questions.
When something happens
Life does not always follow the plan.
Your Safety Net helps organize the next step when circumstances suddenly become difficult.
You are discharged from the hospital and are not sure what comes next.
Your physician recommends a procedure and you want help understanding your options.
Your children live thousands of miles away and need a trusted local contact.
You are having a difficult day and need someone who knows your situation.
For families living far away
Peace of mind across the distance.
When Mom or Dad needs assistance, there can be someone locally who knows their situation, understands the healthcare plan and helps coordinate the next step—with the member’s permission.
Because even when no one is around, you still matter.
Compare
Option 1
Option 2
Choose the level of planning and support that fits your life.
Executive Living Essentials™
$795 one-timeTwo-year option: $1,095 · no monthly fees, contract or automatic renewal
For healthy retirees, couples, new residents, snowbirds, veterans, adult children helping parents and anyone wanting a professional healthcare roadmap.
- One-year planning and preparedness program
- One onsite 60-minute private planning consultation
- Personal, medical and emergency Life Profile
- Hospital, physician, transport and family-notification plan
- Annual healthcare and wellness strategy
- Home-safety checklist
- Digital emergency information profile
- Customized local healthcare resource guide
Executive Independent Living™
$1,350 first yearTwo-year membership: $1,730 · $495 annual membership begins after the first two years
For retirees, snowbirds, executives, international residents, private-care patients and families wanting ongoing advocacy.
- Comprehensive discovery and planning process
- Approximately 10–25 planning hours, depending on needs
- Complete Life, medical, emergency and family profiles
- Advanced emergency binder and response profile
- Private healthcare strategy and annual assessment
- Concierge appointments, laboratories and imaging
- Travel-health, wellness and medication coordination
- Onsite home-safety planning and ongoing review
- Digital Life Vault and family communication plan
- Ongoing updates, priority support and advocacy
| Compare | Executive Living Essentials™ | Executive Independent Living™ |
|---|---|---|
| Program structure | One-year planning and preparedness program. | Initial planning plus ongoing annual support. |
| Consultation | One onsite 60-minute private consultation. | Onsite and off-site discovery; approximately 10–25 hours depending on needs. |
| Life profile | Contacts, physicians, medications, allergies, medical history, insurance and goals. | Complete Life Profile with medical, emergency, family and annual-roadmap information. |
| Emergency planning | Hospital, physician, transport and family-notification preferences. | Advanced response profile, directives, binder and coordinated emergency information. |
| Healthcare strategy | Annual physicals, specialists, labs, vaccinations, reviews and screenings. | Executive assessment, private network, hospital selection, medications, imaging and preventive care at your discretion. |
| Dental benefit | Not included. | One complimentary dental visit in San José, subject to written eligibility and provider availability. |
| Coordination | Recommendations and a written planning roadmap. | Concierge scheduling, laboratory and imaging coordination, guidance and advocacy. |
| Wellness and travel | Wellness priorities in the written strategy. | Nutrition, fitness, wellness reviews, vaccinations and travel-health planning. |
| Home safety | Safety checklist covering falls, medication, fire and emergency readiness. | Onsite comprehensive planning with ongoing review as needs change. |
| Family and future planning | Basic emergency contacts and notification planning. Additional coordination: $1,500 when requested. | Family meetings, attorney coordination, document organization, directives and final-arrangement planning when appropriate. Additional service: $500 when requested. |
| Ongoing updates | The written plan serves as the roadmap for the selected term. | Annual review, profile updates, wellness reviews, travel planning and ongoing advocacy. |
| Primary goal | Get organized before an emergency. | Build and maintain a private healthcare and life-planning structure. |
Choose Executive Living Essentials™If you want a professional plan and preparedness roadmap.
Choose Executive Independent Living™If you want ongoing private healthcare coordination, advocacy and broader life planning.
Request information
Put someone trusted in your corner.
Tell us who the plan is for and what would bring the most peace of mind. A coordinator will explain scope, availability and current pricing before enrollment.