We manage the details so that you can focus on life's next chapter.
SageHeart Advisors helps families support their aging loved ones through life’s transitions. We combine psychological counseling with practical guidance so families can make thoughtful decisions and move forward with confidence.
Our services
Professional Evaluation & Counseling
Comprehensive assessments of cognitive, memory, and emotional functioning
Guidance to help families understand needs and make informed decisions
Supportive counseling for individuals and families through major transitions
Family Guidance & Decision Support
Facilitation of family meetings and conflict resolution
Help determining the right level of care: independent living, assisted living, memory care, or skilled nursing
Planning for next steps in care, finances, and logistics
Ongoing Support
Continued counseling and follow-up after placement or major change
Coordination with community resources, senior living staff, and other professionals
Relocation & Transition Assistance
Personalized advice on senior living options in Cleveland and beyond
Assistance with downsizing, belongings, and home transitions
On-site or virtual coordination to support families through every stage of the move
How it works
Personalized support through professional evaluation and counseling are the foundation of our practice. The comprehensive nature of our work begins with assessment of the senior's cognitive, memory and emotional functioning, and of the family's needs. We gain first-hand understanding of your situation and then provide living placement advice and coordination, on-site assessment, disposition of belongings, next location space planning and set-up.
Psychological Services are provided by a licensed clinical psychologist and begin with preliminary assessment of the senior's cognitive abilities, memory and emotional health, as indicated. The family's dynamics, needs and goals are ascertained through a detailed questionnaire and interview. Supportive counseling then allows the senior and family to successfully move through the decision-making process and transition.
Relocation Advice and Support Services are provided by SageHeart Advisors staff familiar with senior living options. The needs and desires of the senior and family members, level of functioning, geography, finances and other factors are considered and personalized advice follows. The additional SageHeart Advisors' services support the transition once the decisions are made.
Where We Can Help
Navigating the care and life transitions of an aging loved one can feel overwhelming. Below are some of the frequently asked questions families bring forward.
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Of course. Most families come to SageHeart feeling overwhelmed or unsure where to begin.
I help you take a step back, understand the full picture from an emotional and logistical perspective, and create a clear plan that feels manageable for everyone involved.
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Absolutely. Together we’ll review your loved one’s current health, independence level, and family goals to determine the right fit: whether that’s independent living, assisted living, memory care, or a nursing home.
I also help you evaluate trusted senior-care facilities, guiding you toward options that match your family’s needs and resources.
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Yes. It’s very common for adult children to have different opinions about next steps, especially when emotions, finances, and family history are all involved.
I facilitate productive family conversations that help everyone feel heard, clarify shared goals, and move toward decisions that honor your parent’s wishes while balancing each person’s perspective.
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Definitely. These conversations can be emotional and difficult to start. I help families approach them with empathy and clarity, preparing what to say, how to listen, and how to move from disagreement to shared understanding.
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Yes. I often guide families through the full transition: from deciding when to move, to managing belongings, to settling into a new community.
For many families, it’s not just a move, it’s closing a long chapter. I help make that process thoughtful, organized, and less overwhelming.
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While SageHeart can provide consulting and coordination services nationwide, psychological services are only available in the 40+ states where Dr. Cole is authorized under PSYPACT.
Let’s talk
Get in touch today for a free consultation. Let's talk and see if it's a good fit.
