A trusted resource to help your patients navigate your care plan

Partnering with Medical Professionals

Creating a Roadmap so Patients Can Navigate the Financial Aspects of Care

Your relationship with your patients is medical by design, but personal in nature. As you prescribe a care plan for a patient faced with a life-changing diagnosis, one that requires an increase in home care or a move to residential care, you recognize that the success of the plan is dependent on the family’s ability to arrange for its implementation.

The Lifecare Affordability Plan (LCAP™) is a financial planning process that gives families a clear and documented strategy to help them afford the care that they need. We provide a trusted resource to navigate family dynamics, housing options and financial plans to help ensure that your patients have the highest likelihood of the best outcome. Your patients can benefit through:


A proven and compassionate planning process that considers a holistic understanding of your patient’s life


An actionable financial plan based on the most likely health outcomes as determined by care professional that helps patients and families make the most of their assets and receive the best long term care available


Greater financial security and potentially more care options

Email or call (703) 940-3485 to schedule a meeting time.

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Let's have a conversation.

Think of it as evidence-based lifecare.

During a health crisis, the difference between thriving or surviving is directly correlated to having an action plan. Yet, all too often, health crisis planning is an afterthought by administrators — in part because talking about money is the last thing anyone wants to do. (That’s where we come in.) Introducing clients to Lifecare Affordability Planning can boost financial security and customer satisfaction scores.

Think of us as a strategic partner.

Discussing money matters may be uncomfortable for direct care providers. But a health crisis can become a financial one, if not managed proactively. That’s why we offer affordable lifecare plans that are tailored to individual circumstances. There are many different types of care. But the one we all care about most is getting the right knowledge at the right time. Introduce your clients to Lifecare Affordability Planning. And they’ll feel more comfortable investing in you. 

Our Promise To You


We uphold our financial fiduciary standard of care to the same standard – so you can be sure that our advice and intent is aligned with yours.

Our business model supplements and supports your clinical sphere of influence.

Niche knowledge that complements your expertise

A partnership with LCAP can add value to your practice in addition to benefiting your patients.

Work with Specialists.

We’re specialists with an adjacent literacy to yours, eager to share knowledge and insights and bring new vitality and depth to your work.

Expand Your Practice.

Offer a product that is unique to the market and aligned with your business model of providing holistic care.

Client Satisfaction.

Providing a family with a needed resource when they are most vulnerable can turn a satisfied patient into an advocate.

Improved Patient Security.

By providing your patients with financial planning customized to their care plan, they may continue to be able to afford the best care available, including yours.

Let's have a conversation. Email or call (703) 940-3485 to schedule a meeting time.

There’s a better way to advise.

When a health crisis hits, financial planning is only half the battle. We’re here to help you distinguish your practice by advising clients more holistically. Offering Lifecare Affordability Plans demonstrates your specialized guidance; it also helps protect their assets, safeguard their legacy, empower their decisions, and make the most of their resources. Of course, the ultimate goal is to maximize their quality of life.

Build stronger client relationships.

You take pride in advising your clients. But it’s the way you go above and beyond that sets you apart. Show clients that you’re thinking long-term, beyond retirement, estate planning, and other traditional financial milestones. When you expect the unexpected on their behalf, they’ll appreciate that you have their well-being top of mind. And it will deepen their confidence in you.

  • Our Team

    We have over 20 years of experience—personal, professional and volunteer—in the senior housing and healthcare field.

    • LCAP creator Tom West is a seasoned financial planner with an emphasis on advising families struggling with a life-changing diagnosis.
    • Client Services Director Arvette Reid has 15 years of professional experience in senior housing and healthcare.
  • case-study-center

    Case Study

    Jim was struggling to manage the recent diagnosis of his wife Susan of middle-stage Alzheimer’s disease, and his decision-making process was stalled out by complicated feelings surrounding money.

  • Psychological Hurdles to Thriving

    Join Tom and Arvette now to learn about psychological hurdles to thriving and how it’s still possible to thrive in the midst of a health crisis.