The Trusted Bridge Between You and Your Clients
Your clients trust you with one part of their lives. We help them bring every part together, and act on the recommendations you make.
Financial advisors, wealth managers, and trust officers
Estate planning and elder law attorneys
CPAs and tax professionals
Insurance and Medicare specialists
Physicians, nurses, and discharge planners
Care managers and home health agencies
Physical and occupational therapists
Hospice and palliative care teams
Senior living and real estate professionals
Senior move managers and home modification specialists
Home service and care providers
Counselors, clergy, and community organizations
Don’t see your field? We’d love to hear from you.
Your Expertise, Carried Into Action
Your advice stays yours. We never give legal, financial, tax, or medical advice. We help clients understand, organize, and act on the guidance you provide.
Clients follow through. Recommendations often stall between appointments. We help turn them into scheduled, completed next steps.
You stay informed. With your client’s permission, we keep you updated and help everyone work from the same understanding of their goals.
The whole picture is in view. A change in health can affect the home, finances, and family. We look across six areas so important connections aren’t missed.
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Join The Longevity Collaborative
The Longevity Collaborative is a carefully vetted circle of professionals across Greater Grand Rapids and Ottawa County who share a whole-person approach to aging well.
Each professional sees one important part of a client’s life. Together, we see the whole picture.
Shared clients
Work alongside us on shared clients, with their permission.
A trusted network
Be part of the network we draw on when clients need trusted help.
Peer connection
Be invited to educational gatherings and peer conversations.
Your client portal profile
A profile clients can view in our portal, with appointment reminders and communication kept in one secure place.
Featured on our community calendar
Share your events and workshops for older adults and families on our community calendar.
How We Vet Our Partners
Clients trust us to recommend people we know. Every professional in the Collaborative meets the same standards before we ever make an introduction.
We never accept referral fees. Our recommendations are based only on fit.
Occasionally, the best fit for a client’s needs may be a professional outside the Collaborative. When we recommend someone who isn’t a vetted member, we’ll always let the client know.
Clients always choose and contract with professionals directly. Our vetting helps us recommend with confidence, but it isn’t a guarantee of any individual’s services.
| Standard | What we require |
|---|---|
| Credentials | An active license or professional credentials in good standing, verified with the issuing authority. |
| Insurance | Current liability insurance: professional liability, or general liability and bonding for in-home services. |
| Background check | Required for anyone who provides services in clients’ homes, completed at the partner’s expense or through their organization’s existing screening. |
| Personal meeting | We meet every partner personally before making any introduction. |
| References | Two professional references or letters of recommendation. |
| Ongoing review | An annual review, informed by client feedback, to keep our standards high. |
Education for Your Clients, Teams, and Communities
Welcoming, practical programs that help people understand longevity planning, ask better questions, and start important conversations before decisions become urgent.
Group Presentations
Engaging sessions that introduce longevity planning and help participants consider the areas that shape their future.
Professional In-Services
Practical education for teams who want to better understand the broader needs of older adults, retirees, and their families.
Community Seminars & Workshops
Approachable programs with useful information, time to reflect, and clear steps participants can take afterward.
Retirement & Longevity Planning Gatherings
Relaxed, conversation-centered gatherings where people can reflect on what they want the years ahead to look like, and leave with a clearer place to start.
Simple for You, Reassuring for Your Client
Make the Introduction
A short form below is all it takes. Include only what your client has agreed to share.
We Reach Out with Care
We contact your client personally to arrange a complimentary, unhurried first conversation.
You Stay Informed
With your client’s permission, we keep you updated as the plan takes shape.
Refer a Client
We’ll respond within one business day and treat every referral with discretion.
Prefer to call or email? referrals@plan4longevity.com · 616-500-0150