• One primary family contact: Clear Next Steps works primarily with one designated family member or caregiver. You're welcome to share information and your personalized Roadmap with others involved in your loved one's care. However, services do not include family mediation, group decision-making, or care coordination.

• Scheduling & cancellations: Please provide at least 24 hours' notice if you need to cancel or reschedule a scheduled consultation. Late cancellations, missed appointments, and no-shows may not be eligible for rescheduling or refunds, subject to the Client Services Agreement and applicable law.

• Arriving late: If you're more than 15 minutes late without contacting me, your appointment may be considered a no-show.

• What I provide: Clear Next Steps offers personalized research, education, resource identification, brainstorming, and practical guidance to help families understand in-home care options and identify next steps. Services do not include medical, legal, mental health, financial, insurance, or other licensed professional advice.

• Your In-Home Care Roadmap: When you purchase the In-Home Care Navigation package, I'll prepare your personalized Roadmap within five business days after your completed intake and receipt of the information needed. Delivery of your Roadmap begins your 30 consecutive calendar days of guided navigation.

• Guidance during your 30 days: You may reach out with reasonable questions related to your Roadmap for clarification, brainstorming, and troubleshooting. Responses are generally provided within two business days. Services do not include unlimited consultations, extensive new research, emergency assistance, or ongoing case management.

• Follow-up consultations: Additional consultations may be available after your navigation period for a separate fee. There is no ongoing subscription or obligation to purchase additional services.

• Your family remains in charge: You and your family are responsible for contacting providers, verifying insurance coverage and program eligibility, completing applications, arranging services, and making care decisions. Clear Next Steps provides information and guidance but does not manage or implement care arrangements.

• Recording & AI-assisted notes: With your prior informed consent, sessions may be recorded or documented using AI-assisted note-taking tools. You may decline either option without affecting your services.

• Your privacy matters: Please do not submit medical records, Social Security numbers, financial account numbers, passwords, or other highly sensitive documents. Information shared will be handled in accordance with the applicable Client Services Agreement and Privacy Notice.

• No guaranteed outcomes: Program requirements, service availability, benefits, and individual circumstances vary. Clear Next Steps cannot guarantee eligibility, approval, funding, service arrangements, or particular outcomes.