Longterm needs assessment & planning

Client advocacy

Family mediation

Emotional support for client & responsible parties

Emergency assistance

Crisis management & prevention

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& assessment

Medical care monitoring

Facilitation of communication with healthcare providers

Memory care support

Person-centered care

Legal & financial referrals

Coordination of government assistance, insurance & other benefits

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Healthcare & financials

Preservation of client independence

Arrangement of outside activities

Home health oversight

Residential transition management

Recommendation & implementation of home safety changes

Assessment, improvement & structuring of daily habits

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& lifestyle
Where we serve

With homebase in Charlotte, NC, our daily primary service area includes Charlotte-Mecklenburg and all surrounding counties in the Carolinas within reasonable driving distance. 


Additionally we have worked with clients as far as California and Boston, and because every job is customized based on varying constraints, client preferences and financial support, we are able and willing to get creative with logistics when the situation warrants. Some situations only require remote management, communications and scheduling; but additionally Aging Optimist schedules overnights, drives great distances and/or air travels to assist clients and their families when warranted, feasible and financially responsible. 


We have also spent years fostering relationships with a large elder care collaborative of vetted experts, and are able to tap into our geographically widespread industry network to the advantage of our clients and responsible parties. 

  • We save clients and responsible parties money and time.

  • We serve other people's loved one(s) as our own.

  • We provide 24/7 coverage.

  • We provide aging life care management services consistent with the CLIENT'S needs.

  • We refer to vetted experts if Aging Optimist is not the best option for any given scenario. We have partners who act on Aging Optimist's behalf.

  • We offer free initial phone consultations.



We typically begin with our Initial Assessment package. The cost for this introductory package includes an initial complementary phone call, a 2 hour in-person visit, and a follow-up email loaded with more information.

Interested in learning more about this process? What more details on our rates? Great - let's discuss!




What we offer

As life care managers, we advocate and navigate a host of issues, facilities and services for senior clients, their family members, and other responsible parties.

A clear plan and peace of mind brought by purposeful action are merely a couple of the priceless benefits care managers offer to both individuals and families. See below for a general list of services and expertise we can provide. 


Aging Optimist is different from some care managers in that we also work with an elder care collaborative of vetted experts such as a gerontologist Ph.D.; an expert in person-centered care; a fellow Masters-level gerontologist fluent in Spanish; and three registered nurses expert in memory care and complex medical cases.

Questions? We're listening.

Get in touch with us by phone, email, or our social media channels for more info or to schedule a free initial phone consultation.


Also learn more by visiting our FAQs, and check out our curated care resources

How we work

© 2017 Aging Optimist

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julie@agingoptimist.com | (864) 901-3039

338 South Sharon Amity Rd. | PMB 264 | Charlotte, NC 28211