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Savvy Home & Lifestyle Visit | $150

This is YOUR First Step!

Every Savvy client begins with a Savvy Home & Lifestyle Visit so we can understand your preferences, routines, and support needs before providing personalized assistance.​ It's important to gain an understanding of your lifestyle needs and begin building trust, while assessing our personal fit, identifying service offerings and expectations, and time requirements to ensure you're taken care of when you need it the most.

 

Our Visit Includes:

  • An In-home lifestyle and safety review

  • Discussion of daily routines, challenges, and how we can assist to support client needs

  • Light assessment of home accessibility and organization

  • Overview of appropriate Savvy Membership service options

  • Initial recommendations and next steps

  • Family input and assistance with the decision making process (if involved)

  • A written summary of discussion and options, by email within 48 hrs

  • 100% of the cost will be credited toward the first month service package, if booked within 10 business days following date of completion

  • Valid for 6 months following date of completion

Savvy Monthly Memberships

Our Savvy Monthly Memberships are structured to ensure clients receive predictable, trusted monthly support.

Each level of membership, 1-3 below, includes a defined scope of services with time benchmarks that reflect the level of support required to achieve consistent client outcomes for each booking.

Savvy Monthly Membership hours include in-person visits, driving time/transportation, appointment coordination and waiting accompaniment, phone calls, emails, scheduling, research and vendor sourcing, care coordination, and other services provided on the client's behalf.

Limited Time Offer

 (Valid until December 31, 2026)

Introductory Savings - $150 on your choice of Savvy Membership
($50 per month for the first 3 months of membership)
Savvy Essentials - $499 month / Savvy Connected - $949 month / Savvy Signature - $1345 month

1

Savvy Essentials | $550 month

Savvy Essentials Membership Includes:

Lifestyle Management

  • Confirmation and planning for pick-up and/or delivery of client errands (groceries, pharmacy, and post office)

  • Assist with vendor sourcing and scheduling appointments for light home (plumbers, electrician, maintenance) services

  • Light ‘home flow’ coordination focused on safety and accessibility.

Appointments & Daily Planning

  • Up to Two (2) transportation services and support per month; health services, personal appointments, or shopping trips (within service area)

  • Assist with personal appointment scheduling and calendar reminders (Doctor, Dentist, Hair, Nails)

Organization & Technology

  • Basic mail sorting and document organization (non-financial)

  • Basic technology assistance (phones, tablets, email, virtual appointments)

Personalized Support

  • Wellness check-ins during scheduled visits

  • Assistance with researching and registering for community programming and activities

  • Coordinated communication with designated family members

Member Benefits

  • Prescheduled, minimum 2-hour booking

  • Flexible scheduling throughout the month

  • Includes 10 hours of personalized support per month*

  • Exclusive access to Savvy Premium Flex Pass

2

Savvy Connected | $999 month

Savvy Connected Membership Includes: Essentials, plus –

Enhanced Lifestyle Management

  • Transportation & Accompaniment services and support per month; health services, personal appointments, or shopping trips (within service area)

  • Two (2) urgent, non-emergency, 24-hour advance booking support requests per month

  • Practical appointment notetaking and important communication with designated family member

Appointments & Daily Planning

  • Enhanced vendor sourcing and coordination for home (plumbers, electrician, maintenance, yard clearing, and snow removal) services including scheduled appointment oversight and follow-up on completed services/repairs.

  • Regular mail sorting, document organization, and filing support (non-financial) focusing on deadlines and important notices

  • Light Savvy Home Refresh - Includes up to 45-minutes:

    • Kitchen refresh

    • Living room tidy

    • Bathroom surface clean

    • Removal of garbage & recycling

Lifestyle & Social Well-Being

  • One (1) companionship visit each month (30 to 60 minutes; in-home visit, coffee outing, activity or walk)

Member Benefits

  • 48-hour business-day response time to calls or emails

  • Priority 72-hour advance booking

  • Includes 15 hours of personalized support per month*

  • Exclusive access to Savvy Premium Flex Pass

3

Savvy Signature | $1395 month

Savvy Signature Membership Includes: Essentials + Connected, plus:

Comprehensive Lifestyle Management

  • Proactive monitoring of routines, appointments, recurring priorities, and daily responsibilities to help keep life running smoothly

  • Ongoing observation of changes in mobility, mood, nutrition, and home safety, with communication of notable concerns to designated family members

  • Regular conversations to anticipate upcoming needs, identify potential challenges, and address them before they become a larger concern.

  • Dedicated lifestyle coordination focused on independence, organization, and confidence at home.

Household Oversight & Coordination

Full Savvy Home Refresh - Includes up to 90 minutes:

  • Kitchen & Bathroom refresh

  • Living room tidy

  • Entryway organization

  • Light vacuuming of main living areas

  • Changing primary bed linen

  • Assistance with laundry

  • Refrigerator clean-out and wipe-down

Additional home support:

  • Meal planning, light meal preparation, grocery list development, and household supply tracking.

Future Planning & Life Organization

  • Lifestyle Management - Serve as your primary lifestyle coordinator, proactively organizing services, appointments, and household priorities are organized and on track.

  • Quarterly Lifestyle Planning Sessions - review upcoming appointments, seasonal needs, priorities,  goals, family concerns, and future planning to keep life organized and manageable.

  • Develop and maintain a personalized Savvy Lifestyle Binder, focused on important household and personal information.

Companionship & Personal Support

  • One (1) wellness Phone Call

  • Two (2) companionship visits each month (30–60 minutes; in-home visit, coffee outing, activity or walk)

Personal Concierge

  • Holiday and celebration planning

  • Gift sourcing & personal shopping

  • Special occasion coordination

  • Vacation preparation

Member Benefits

  • 24-hour business-day response time to calls or emails

  • Priority 48-hour advance booking

  • Priority placement on cancellation openings

  • Includes 20 hours of personalized support services per month*

  • Exclusive access to Savvy Premium Flex Pass

4

Savvy Light | $150 per booking

This service is designed for families who require occasional or situational support. It is best suited for respite relief or infrequent assistance with basic non-medical tasks such as errands, transportation and/or accompaniment to appointments.

 

Each booking is a stand-alone service.

 

A Savvy Home & Lifestyle Visit is required prior to the first booking to ensure the service is appropriate and to determine the most suitable level of support.

Service Details

  • Occasional, situational or infrequent support needs.

  • Limited bookings (3)

  • 2-hour minimum booking ($75/hr)

  • Available when space permits during standard weekday hours only

  • Bookings must be scheduled at least 72 hours in advance

  • Deliverables are based on what can reasonably be achieved within the booked time frame

5

Savvy Flex Pass | $299 month

Life doesn't always follow a schedule.  The Savvy Premium Flex Pass provides members with additional concierge support during evenings and weekends, giving you and your family added flexibility when unexpected needs arise.​​

Access to Membership Holders only:

  • Includes four (4) additional hours of evening + weekend concierge support each month

For needs such as:

  • Support for unexpected, non-emergency needs

  • Evening appointment accompaniment

  • Last-minute grocery or pharmacy pickup

  • Family respite support

  • Transportation assistance

  • Help preparing for visitors or special occasions

  • Additional companionship visits

  • Overflow support when monthly membership hours have been used

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