
One Call.
One Trusted Guide.
A Clearer Way Forward.

Haven Concierge provides personalized, hands-on coordination for individuals and families who want someone beside them to help organize the details, connect the right resources, and keep the next steps moving forward.

Sometimes You Need More Than a Referral.
Our Navigation services help you understand your options and connect you with trusted professionals. Haven Concierge goes a step further we stay involved to coordinate the pieces, manage the details, and help you move forward with confidence.

HAVEN NAVIGATION
Guidance, connections & next steps.
HAVEN CONCIERGE
Hands-on coordination & ongoing support.
The Haven Concierge Process

YOU TELL US
We start with a conversation about what’s happening, what feels overwhelming, and where you need help.
01
WE CREATE THE PLAN
Haven organizes the priorities, identifies the next steps, and creates a clear plan for moving forward.
02
WE COORDINATE THE PIECES
We help connect and coordinate the trusted professionals, resources, appointments, and services your situation requires.
03
YOU MOVE FORWARD
With Haven helping keep the details organized and the next steps on track, you can move forward with greater clarity, confidence, and support.
04
What Haven Concierge Can Coordinate

Haven Concierge Service Levels
HAVEN PREMIER CONCIERGE
CUSTOM PRICING
For complex transitions involving multiple needs, professionals, family members, or significant hands-on coordination.
May include:
• Everything in Haven Concierge
• Comprehensive transition coordination
• Downsizing, moving and home-sale coordination
• Senior living and community resource coordination
• Funeral, preplanning or after-loss navigation
• Coordination across multiple trusted professionals
• Family communication and organization
• Customized support based on the needs of your situation
HAVEN PLANNING SESSION
$199.00
For individuals or families who need clarity, direction, and a personalized plan for what comes next.
Includes:
• 60–90 minute private consultation
• Review of your current situation and priorities
• Identification of important next steps
• Personalized Haven Navigation Plan
• Recommended resources and trusted professional connections
• Follow-up summary after your consultation
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ONE-TIME SERVICE
HAVEN CONCIERGE
Starting at $795
For families who want Haven to stay involved and help coordinate the moving pieces of a life transition.
Includes:
• Everything in the Haven Planning Session
• Personalized transition plan and timeline
• Coordination of trusted professionals and resources
• Help organizing appointments and important next steps
• Assistance keeping multiple services and providers coordinated
• Family communication and progress updates as appropriate
• Ongoing Haven support throughout the agreed-upon service period
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PRICING BASED ON SCOPE OF SERVICES
Important to know
Haven Navigation serves as your guide and coordinator, helping you organize decisions, understand next steps, and connect with trusted professionals and resources.
When your situation requires legal, tax, financial, medical, or other specialized advice, those services are provided by the appropriate licensed or qualified professionals. Haven works alongside your chosen professionals to help keep the pieces organized and the process moving forward.
*Length of support is based on the scope of your needs and will be outlined in your service plan.
