Grow with the team families trust after the move
Your residents and their families need housing guidance now — and financial guidance next.
We’re inviting sales, admissions, and marketing professionals from senior living communities and home care providers to partner with The Art and Science of Successful Planning, a fee-only fiduciary firm in Fort Myers.
If you work with seniors and their families, we should talk.
Community sales & admissions
Move-in counselors and directors at independent living, assisted living, memory care, and CCRC communities.
Marketing & outreach teams
Community relations and marketing professionals who host events, seminars, and referral relationships.
Care & transition professionals
Home care agencies, hospital discharge planners, elder law attorneys, and geriatric care managers.
A simple path from introduction to partnership.
No obligations to start. We learn about each other first.
Tell us about you
Send the short interest form below with your role, community, and the area you cover.
Meet the team
We schedule an introductory call to explain our fiduciary approach and answer your questions.
Refer with confidence
When a family needs financial, insurance, or benefits guidance, you introduce them to a team that puts their interests first.
Financial guidance that fits the care decision.
Senior housing placement is free to families. Alongside it, our fiduciary advisors help them align care costs with their broader financial picture.
Interested in partnering with us?
Share a few details and a member of our team will contact you to set up a short introductory call.
Partnership terms are discussed directly and follow applicable Florida and securities regulations.
