BUSINESS REVIEWS

Senior Planning, LC

4041 N Central Ave, Ste 515, Phoenix, AZ, United States

About Senior Planning, LC

Senior Planning, LC, nestled in the heart of Phoenix, is a trusted ally for families navigating the complexities of caregiving and senior care services. With a team of compassionate experts like Marcie Sandoval and Christine Casey, they offer personalized assistance, ensuring a stress-free process for clients becoming caregivers to their loved ones. Praised for their professionalism and knowledge, Senior Planning excels in securing approvals for care programs, even amidst challenging financial situations. Their dedication to providing the right information without pressure, coupled with their reasonable fees, makes them a highly recommended choice for those seeking guidance and support in senior care planning.

Customer reviews

Showing 51–100 of 115 published reviews.

Google

After much paperwork, emails and innumerable telephone calls, Senior Planning made it possible for my daughter 's application to be submitted and approved. So many working parts, so complicated that a average person could never have understood. I want to thank Joanna for being there to answer all questions. She was my life preserver and encouraged me. My daughter moved from hospital to hospital to receive care. Joanna kept me positive. God bless you Joanna, heaven holds a special place for you.

Google

Christine and Marcie are professional, courteous, and they did an outstanding job for me and my Mom.

Google

From day one Marcy, Joanna and the Senior Planning team made the application smooth for my mother’s long term care needs. Marcy was always clear, quick to respond, professional, and personable. Joanna provided updated checklists along the way for items needed to complete the application. I would recommend Senior Planning to anyone going through senior care arrangements on behalf of a loved one.

Google

The team at Senior Planning from Marci always being available to answer questions and "hold my hand" to Joanna being able to answer ALL my questions and walk me through what the financial process language definitions were.... AWESOME, Professional, Patient, and most importantly KNOWLEDGABLE!! My words are invaluable compared to what they have done to help me with my mom's complicated ALTCS process. From the beginning of my overwhelming, emotional circumstances when I was blessed enough to be referred to them, through the FINAL approval and all the things in between, I am more than grateful to the WHOLE team for their wisdom, effort and support. They treated my mom and her application as if was as important to them that she was approved as it was to us!! I recommend them beyond words for you and your loved ones to help you navigate this very challenging process! 5+STARS for certain!

BBB

Best service. They remove the stress and keep you focused. I highly recommend their service.

BBB

Senior Planning was a pleasure to work with..Everyone that I worked with was very pleasant and helpful...Getting my Mom qualified for ALTCS. I would highly recommend Senior Planning

Google

The process for ALTCS approval is long and cumbersome but senior planning experts really made it possible. I’m not sure I could have completed this in the time we did on my own or quite frankly at all, they truly know what the agency requires and were able to help me submit a solid application for my parent. Be patient and trust your representatives ( Joanne and Marcie) and if you or your loved one qualify they will get it done. Thank you!

Google

Senior Planning was a great resource in getting my mother financially approved for assisted living. I don't know what I would have done without their assistance. I highly recommend their services to anyone seeking financial assistance for their loved ones.

Google

I couldn’t have done this without their help and support. Great follow up and amazing support all the way through.

Google

The whole staff did a great job walking us through everything. So happy we made the call I would recommend their service to anyone.

BBB

I am very pleased with the assistance received. Everyone I spoke to was very informed and helpful. I would recommend this service.

BBB

Senior Planning was great and went the extra mile for us. I would highly recommend them. They helped us find a new adult care placement for my Dad (afflicted with dementia) and even helped us get out of the first facility (not qualified for ALTCS). My mom and I are very happy and will use them again if I need them.

Google

I couldn’t have done this without their help and support. Great follow up and amazing support all the way through.

Google

Professional, reasonable, Siri knowledgeable, friendly. Their reasonable cost is priceless. Worth every cent of it. They took all of the stress, pressure and worry off of our shoulders and took care of everything efficiently and within an amazing timeframe. Stephanie and Christine kept us informed every step of the way and answered all of our questions. They know what they’re doing, and I wouldn’t hesitate to use them for other services that they provide.

Google

We just wanted to share our wonderful experience with Senior Planning! They were incredibly helpful in guiding us through the complicated Medicaid application process. Joanna Caujolle and Marcie Sandoval were with us every step of the way, providing invaluable support as we navigated this difficult time when my mom was diagnosed with dementia. Their assistance in preparing documents and clarifying the process was truly invaluable. I can't recommend them enough! Grateful hearts, and thank you, Senior Planning!

Google

It is a long struggle to get to the end. But they helped me along through the process. No way I could do this for my mother on my own. Thank you.

Google

They secured my approval quickly. Wonderful team to collaborate with. They're prompt in answering and returning calls. They simplified the process for me. I wouldn't consider doing this by myself.

Google

Never could have gotten mom approved without SP.

Google

It wouldn't have been possible to get excepted without the help of Senior Planning. Thank you

Google

Very helpful with family needs. Patience and understanding. Would recommend their service to anyone

Google

The service I received from all at senior planning was outstanding. I was provided updates when I requested during the whole process.

Google

I'm so glad that I found Senior Planning. From when I started talking to them to when I received my approval for my dad was about 3 months, which went by very fast. They took take care of everything. They kept me informed the whole time.

Google

This experience working with Sr Planning has been very good. The team members I worked with, Christine, Stephanie, and Jacob were so friendly and caring and easy to work with. I absolutely recommend their services, they were there for us during a very difficult time, and, we greatly appreciate their hard work and dedication to help get my dad taken care of

Google

This was a very stressful process. Most days I felt like I was drowning. Every step of the way the team at Senior Planning stayed on top of this process. Pushing me at times, rather dragging me across the finish line. So very thankful for all they have done and continue to do.

Google

Thank you to Joanna Caujolle, and the rest of the staff for guiding me through this process. They were professional, kind and patient in guiding me through this process.

Google

The team was very committed to getting the ALTCS case approved! They were also very patient with all my questions. Thank you, Senior Planning. So grateful for your help obtaining ALTCS!

Google

The team at Senior Planning were fantastic. Marcie and Christine were so helpful and understanding. They took all the stress out of helping my mom get approved for the care that she needed. They guided us through the steps and made everything easy and took the stress out of a normally very stressful situation. It was particularly helpful for them to explain and prepare us for my mom’s interview, guiding us in the proper, but truthful way to answer the questions that would clearly represent her and define my mothers needs for care which was extremely beneficial.

Google

They provided an excellent service!!! I could not have navigated the whole ALTCS system without them to get my elderly mother the care she requires. Thank you to all but especially Marcie, Joanna & Jacob!!!

Google

I am VERY PLEASED with senior living. I did pay the $ 1500.00 for help. And I am so glad I did. There is no way I could have done it without their assistance. Thanks go to to Joanna and Marcy. They help you along the way. I strongly recommend it. And never give up .

Google

I am so happy to have successfully worked with Senior Planning. I tried on my own to qualify for ALTCS in the past, but was denied. Joanna and Marcie are professional, kind, understanding and give all indications of wanting to help. Ladies, thank you both! We'll contact Senior Planning in the future when my husband decides his time is right.

Google

I tried to do the ALTCS application for my sister the first time by myself, and was denied. I am one who usually doesn't ask for help, but working with agencies in another state than I live,and having someone a phonecall,email or text away is priceless,as I have no other relatives to help me with this. Christine really listened to me,frustrations and all and advised me and never gave up on the process, even when I wanted to more than once, but knew in my heart there was no where else to turn. Senior Planning is legit . Marcie was a God send also in helping find more affordable placement when I asked and helped save me $700/mo. When I was paying out of pocket for my sister's care. The director recommended we try for Veterans benefits,which my sister was entitled to, but could never get on her own. They referred me and Misty has been amazing. We dug and literally walked the streets for different documents needed,but our persistence paid off after 15 mos. I highly recommend Senior Planning. Well worth the money in my eyes for their caring support and guidance. All the staff I have been in contact with have been kind and caring and nice to have by my side.

Google

Thank you so much Senior Planning! They are professional, compassionate, knowledgeable and trust worthy! Only thing I’d recommend before signing up with them is to have a full diagnosis first. Because that can take long time.

BBB

I could not have went through this process without them! This was a hard decision to make for my father and they helped me ever single step of the way! ****** and ********* have been absolutely amazing to work with!

BBB

Everyone I worked with was very professional, responsive to my emails and questions, and helpful. I could not have gone through this process successfully without Senior Planning.

Google

Senior Planning staff Christine, Stephanie and Marcie were super great to work with. They were there every step of the way from finding a place for my mom to helping navigate the tons of paperwork that was needed to get final approval from ALTCS . Communication was fantastic and would highly recommend Senior Planning .

Google

Senior Planning was extremely helpful with the ALTCS application process. Without them my mother would have surely been denied. Highly recommend.

Google

The people at Senior Planning are knowledgeable and friendly and helped our application get approved! It was nice to have people on our side giving us a very precise list of information we needed and steps to take. However, I felt like the application took much longer than it should have (over 4 months) because there was information that they neglected to give me in a timely manner that could have helped it go more smoothly such as: recommending a bank up front that could open an Income Only Trust account without hassle; the fact that the trust had to be funded from a specific source within a very short time; and that applications have to be canceled and restarted if all that doesn't work out within a tiny little window of time. I'm pretty sure I couldn't have done this on my own though, even though I'm pretty good at financial stuff, so I'm happy overall and would choose Senior Planning again. If we hadn't been required to set up the trust, I'm sure the whole process would have taken less than 2 months.

BBB

I unexpectedly had to move my mom from MT to ** and needed someone to help guide me through the ***** approval process. Someone at a facility recommended Senior Planning. ********* and ****** expertly led me through the financial and care approval process. They have a great process with excellent communication along the way. I really appreciate all their hard work.

Google

I needed to get my mother on ALTCS and into a nursing home because she needs skilled nursing care. I tried twice to make my way thru the ALTCS system and couldn't get approval. I finally hired Senior Planning to help me and mediate between me and ALTSC. I worked with Joanna and Marcie and they were both great to work with and very encouraging. They were sure they could get us through -- and they did!! We got approval last week. Yes it did cost me some money and it was worth every penny to me.

Google

I was lucky enough to work with Joanna and Marcie. They are both very knowledgeable, friendly and most important, they both were so helpful and kept me updated on every step of the application process. I would highly recommend Senior Planning in working through the ALTCS application. They were wonderful.

Google

Everyone at Senior Planning has gone above and beyond my expectations! They truly cared about the services they provide and the customers they are helping. I found myself lost with how to help my dad and the resources they provided were life changing for him. It was a blessing that I found Senior Planning! They are true professionals, excellent at their skills and exceptionally compassionate. 100 starts from the first phone call to the ongoing help and lending ear they provide. They never left my side during any process I started with them. From the bottom of my heart, I thank them!

Google

These folks did what they said they would do. We spent 1 year + working on ALTCS coverage. Many rejections. These folks got it done!

BBB

A fantastic team who never gave up or slowed when it could have been real easy. A sincere thank you to everyone. G ******.

Frequently asked questions

What types of assistance does Senior Planning provide for long-term care applications?

Senior Planning helps clients navigate the application process for programs like ALTCS, including completing paperwork, preparing documents, and guiding through interviews.

How does Senior Planning support families during the application process?

The team offers ongoing communication, answers questions promptly, and provides step-by-step guidance to reduce stress and keep clients informed throughout the process.

What should I expect regarding the timeline when working with Senior Planning?

The application process can take several months depending on individual circumstances, document gathering, and external factors; Senior Planning works to keep the process moving efficiently.