Use this page to plan monthly visits, clarify purpose by tier, and track evolving goals for each client. Final cadence decisions should reflect relational weight, trust level, and emotional bandwidth—not just time.

Peace Plan Template

“Trusted monthly presence that checks, advises, and reassures.”

Monthly Visit

• When: Week and Day recurring monthly
• Duration: 2 hours
• Primary Focus:
  • Light home/environment scan
  • Preparedness checklist (keys, meds, contacts)
  • Subtle well-being checks
  • Personal check-in (30-min call mid-month)

Monthly Goal

• Client empowerment focus (e.g., small independence win)
• Relational trust-building (e.g., follow-up on shared story, memory, routine)

Care Plan Template

“Rhythmic accountability and hands-on support with growing trust.”

Visit Cadence

• When: 2–3x/month (e.g., Week 1, Week 2, Week 4)
• Duration: 2 hours per visit
• Focus Areas:
  • Routine review (meds, meals, mood)
  • Ride support or tech help
  • Emotional accountability
  • Family feedback loop check-in

Monthly Goal

• Client behavior or habit to support (e.g., medication, hydration, decluttering)
• Family trust action (e.g., report insight, remove friction)

Legacy Plan Template