The Senior Life Master File™ - Everything Important in One Place

Managing daily routines, important documents, and essential information can feel overwhelming. When memory alone is not enough, having a clear, accessible system becomes a source of calm and confidence. The Senior Life Master File™ is designed to bring everything important together in one place - forever. This one-time life organization system supports seniors and families by creating a practical, respectful, and collaborative approach to daily living and future planning.

Why Organizing Life Information Matters

Life can be complex, especially when juggling medications, appointments, finances, and nutrition. Without a reliable system, important details can be missed, causing stress and confusion. The Senior Life Master File™ helps by:

• Documenting daily routines and living systems clearly

• Organizing medications and supplements with timing and dosage

• Providing nutrition support tailored to individual needs

• Creating a complete directory of health providers and emergency contacts

• Offering a financial overview including income, expenses, and bill schedules

• Keeping track of important documents and their physical locations

• Listing trusted referrals for future needs and transitions

  
  

This system is not about rushing or imposing changes. It is about working together at a comfortable pace to build a resource that brings peace of mind now and in the future.

Senior Life Master File organized materials

What You Receive with The Senior Life Master File™

The process begins with a free 30-minute discovery session to understand your needs and see if this system is a good fit. From there, the comprehensive in-home assessment takes 2-3 hours to explore daily routines and priorities. The custom Senior Life Master File™ is then created over 1-2 weeks, including:

• Detailed documentation of daily routines and living systems

• Clear medication and supplement schedules

• Nutrition support notes focused on consistency and simplicity

• A complete health provider directory with contact information

• Financial overview including income sources, expenses, and bill schedules

• Inventory and location guide for important documents

• Emergency contacts and support network

• Information on keys, safes, lockboxes, and access

• Trusted referral list for future needs such as moving or caregiving

• Guidance for transitioning to assisted living if needed

  
  

You will receive two printed and organized binders - one for you and one for your family - plus a physical file box with labeled sections for essential documents. A secure digital backup folder on Google Drive contains scanned copies accessible only to approved family members. A family coordination session helps everyone understand how to use the system, followed by a 30-day check-in to answer questions and make adjustments.

How We Work Together

The Senior Life Master File™ is created through a thoughtful, step-by-step process:

1. Free Conversation (20-30 minutes)

   We discuss your current situation, what’s working, and what could be improved. This is a no-pressure conversation to see if this approach feels right.

   
   

2. In-Home Assessment (2-3 hours)

   I visit your home to observe daily routines, review existing systems, and identify what needs organizing. This is a collaborative process where your input guides every step.

   
   

3. Senior Life Master File™ Creation (1-2 weeks)

   I build your custom system, organize materials, and prepare your binders, file box, and digital backup. You review drafts before finalizing everything.

   
   

4. Delivery & Family Walkthrough (1-2 hours)

   I present the completed system and walk you and your family through how to use it. This session ensures everyone feels confident and informed.

   
   

5. 30-Day Check-In

   We reconnect to see how the system is working in real life and make any needed adjustments.

   
   

6. Optional Ongoing Support

   Some families choose regular check-ins for updates, companionship, and peace of mind. This support is flexible and tailored to your preferences.

   
   

Most families complete steps 1-4 within 3-4 weeks, creating a reliable foundation for daily living and future planning.

Physical file box with labeled sections for important documents

Why Nutrition Support Is Included

Nutrition plays a meaningful role in daily energy, mood, digestion, and overall stability. As a Certified Holistic Health Coach, I provide practical, non-restrictive nutrition support focused on consistency and simplicity. This is not clinical dietary counseling or medical nutrition therapy. Instead, it supports daily nourishment within the systems already in place, helping maintain well-being without adding complexity.

Including nutrition notes in the Senior Life Master File™ helps seniors maintain a balanced approach to eating that fits their lifestyle and preferences. This gentle support can improve daily comfort and contribute to a greater sense of stability.

How This System Helps You and Your Family

The Senior Life Master File™ offers clear benefits for both seniors and their families:

For Seniors:

• Less daily stress through clear, manageable routines

• Support around food, medications, and daily living

• A greater sense of confidence and preparedness

  
  

For Families:

• Clear understanding of how things are organized

• Reduced worry about missing information

• Easier communication and coordination

• Peace of mind knowing there is a reliable system to reference over time

  
  

This system is designed to reduce reliance on memory alone and provide a steady, supportive resource that grows with changing needs.

Optional Ongoing Support for Continued Peace of Mind

After the initial setup, some families choose ongoing support to maintain continuity and ease. Options include:

• Gentle check-ins to update information as life changes

• Maintaining routines and organization

• Nutrition consistency support

• Companionship and a familiar, trusted presence

• Trusted referrals for moving support, professional organizing, caregiving services, and other senior-related resources

  
  

Pricing options include as-needed support at $100 per hour or weekly in-home support with four 1-hour visits per month for $297. Priority scheduling and proactive updates are part of the weekly plan.

This ongoing support is entirely optional and tailored to your preferences, providing flexibility and reassurance as life evolves.

Taking the First Step Toward Clarity and Confidence

Starting with a free conversation allows you to explore whether the Senior Life Master File™ fits your needs without pressure. This calm, grounded approach respects your pace and priorities. Together, we create a system that honors your life, reduces overwhelm, and builds trust through clear, practical organization.

If you are ready to bring everything important into one place - forever - consider scheduling your free 30-minute discovery session today. This simple step can open the door to greater peace of mind and a more manageable daily life.

For more information and to schedule your session, visit The Senior Life Master File™.

This system is designed to support you thoughtfully and respectfully, helping you and your family feel prepared and confident every day.