CLARITY IN 90 MINUTES

Let's Get You Unstuck in One Focused Session.

You do not need a full placement engagement yet. You need someone who has done this hundreds of times to help you think it through. The Strategy Intensive is one focused 90-minute session designed to take you from spinning to settled, with a written plan you can actually act on.

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A Real Read on Your Situation

An honest assessment of where your family actually is, what is driving the urgency, and which next moves matter most. No sugarcoating, no salesmanship.

1.

A Prioritized Action Plan

A short, ordered list of the next three to five things you should do, in the order they should happen. Designed so you walk out knowing exactly what to do tomorrow.

2.

Family Folder Resources

Curated tools from the full Family Folder library, hand-picked for your situation. The exact checklists, scripts, and guides that match what you are facing.

3.

A Written Summary

A clear written recap delivered within 48 hours that you can share with siblings, your mother, or the rest of her care team. So nothing gets lost between the call and the kitchen table.

4.

You'll get 4  key deliverables:

Your Brand, Media-Ready and Unforgettable—In One Day

This VIP Day is your shortcut to becoming a sought-after expert. In just one day, we’ll create a brand and pitch strategy that puts you in front of the right audiences, from conference stages to national media outlets.

IS THIS STRATEGY INTENSIVE RIGHT FOR YOU?

If you are stuck and ready to get moving, this is for you.

This is for daughters and families who do not need full placement support yet, but do need a guide. Bring the messy version of the question. We will sort it together.

You want to understand the funding picture before you make any decisions

Ready to book this Strategy Intensive with me?

Book Your Strategy Intensive

You are early in the process and want to think it through with a strategist before you take action

You are stuck between options and need an honest second opinion

Your family is not on the same page and you need a path forward

You are not local but want a Houston expert in your corner

→ Situation Read: We start with what is actually happening, not what the doctor said in the rushed discharge meeting. We map your mother's care needs, your family's resources, the dynamics in the room, and the timeline you are really working with.

→ Honest Assessment: I tell you what I see, including what other people may have missed. The hard truths are easier to hear once and respond to than to keep stumbling into.

Part One · The Real Picture

→ Prioritized Action Plan: We build the next three to five moves your family should make, in order. You leave knowing exactly what to do tomorrow.

→ Resource Match: I hand-pick the Family Folder tools that match your situation, so you have the right scripts, checklists, and guides in your hands when you need them.

Part Two · The Plan

Second Half

First Half

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Follow-up support: 14 days of email access for clarifying questions and small adjustments to your plan.

What Happens During Your Strategy Intensive

Before:

Spinning between options without a clear way to evaluate them.

After:

The Transformation

In one 90-minute session, this is what shifts,

A real read on your situation and which moves actually matter most.

Trying to figure out the funding picture by Googling at midnight.

Clarity on what care will likely cost and which funding paths fit your family.

Family conversations that go nowhere and end in tears.

Conversation tools and a shared next step you can bring to the table.

The vague sense that you are missing something important.

An expert who has done this hundreds of times confirming what you are missing, and what you can let go of worrying about.

Ready to book this Strategy Intensive with me?

Book Your Strategy Intensive

90 minutes of one-on-one strategy with Kelley, via Zoom or phone.

What to Expect From Your Strategy Intensive

Your time is precious. So is mine. The Strategy Intensive is designed to be focused, warm, and useful from minute one.

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Duration

Two focused parts (situation read and action plan) with a brief breath in the middle.

Format

14 days of email access for follow-up questions and adjustments to your plan.

Support

A curated set of Family Folder tools and a written recap delivered within 48 hours.

Resources

“I finally know what to do next.”

"I came in spinning. I left with a plan I could actually execute. Worth every minute."

Daughter, Houston

“I am no longer guessing.”

“Kelley pulled the truth out of my situation in about ten minutes. The next 80 were spent building the plan I needed all along.”

Daughter, Katy

“My family is finally on the same page.”

“The written summary alone was worth the price. I sent it to my brother and for the first time in months we agreed on something.”

Daughter, The Woodlands

Real Families, Real Results

Here is what families have said after a Strategy Intensive.

This is an investment in clarity, time, and the years you will live with the decision you make next.

We will do in 90 minutes what most families take weeks to do alone. You leave with a plan, the right tools, and a written recap you can share.

Your Investment

Strategy Intensive

$497

Includes 14 days of email follow-up and a written summary.

Book Your Strategy Intensive

Ready to Stop Spinning?

Your mother is counting on you to get this right. You do not have to figure it out alone. Bring me the messy version of the question and let's build the plan together.

Book Your Strategy Intensive

Frequently Asked Questions

How do I know if a Strategy Intensive is right for me?

How do I know if this VIP Day is right for me?

If you are early in the process, stuck between options, or just need an experienced second opinion before you make a move, this is for you. If you are already deep in active placement, the full Placement Journey is likely a better fit.

What if I do not have all the information yet?

What if I don’t have any content or branding established yet?

That is the point. You do not need to come prepared with answers. You come with the situation. We sort through it together.

What do I need to send before the session?

What do I need to prepare before the VIP Day?

After you book, you will receive a short intake form so we can use every minute well. It takes about ten minutes to fill out.

What is included in the follow-up support?

What’s included in the follow-up support?

Fourteen days of email access for clarifying questions, small adjustments to your plan, and follow-up on next steps. I will also send a written recap of our session within 48 hours.

Do you serve families outside of Houston?

How much time will I need to set aside for the VIP Day?

The Strategy Intensive can be done with families anywhere. Hands-on placement support is Houston-only because the depth of community relationships matters.

What if I decide I want full placement support after our session?

Will I need any specific tools or software?

Many families do, and that is welcome. The Strategy Intensive fee is credited toward Concierge Placement if you decide to move forward within 30 days.

What if I need this faster than a scheduled session allows?

What results can I expect after the VIP Day?

If you are in an active discharge or crisis situation, mention it when you book and we will prioritize getting you on the calendar quickly.

Kelley Lewis, The Next Step. Senior Care Strategy for Families Who Want to Get this Right