Grand Plans

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1:1 Mindful Aging Support

Personalized guidance, compassionate structure, and a plan you can actually follow.

Most adults want to age well but don’t know where to begin. My 1:1 Mindful Aging Support provides a clear, structured process to help you prepare proactively for the financial, medical, legal, residential and relational realities of later life. Together, we create a roadmap that helps you (and the people who love you) avoid overwhelm, conflict and future “GeriDrama™.”

What We’ll Cover

  • Your current aging readiness across key life domains through the GeriDrama Risk Score
  • Long-term financial and residential planning considerations
  • Advance care planning and essential medical preferences
  • Legal preparedness, documents, and family alignment
  • Safety, aging-in-place, and future care pathways
  • Communication strategies to protect family harmony

What You Receive

  • 90-minute intake session
  • Personalized Grand Plans™ Assessment
  • Written roadmap with priorities and recommendations
  • Two 45-minute follow-up sessions
  • 30 days of email support after plan delivery
  • Referrals to vetted professionals (CFPs, elder law attorneys, care managers, real estate/housing specialists)

Who This Is For

Adults 45+, adult children supporting aging parents and families or adults of any age who want to prepare thoughtfully and prevent future chaos.

Investment

  • Full 1:1 Package: $500
  • Additional follow-up sessions: $100 per hour

 Schedule your appointment today

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Speaking, Workshops & Presentations

Insightful. Engaging. Actionable. Research-backed.

Aging is universal — but the skills to navigate it are not. I deliver presentations that blend storytelling, gerontological research, practical tools and real-family case studies. Audiences leave informed, motivated and ready to take immediate action on a Grand Plan.

Signature Topics

  • How to Mitigate GeriDrama in 20 Easy Steps
  • Mindful Aging Strategies workshops at the Center for Wellbeing
  • Mindful Aging Strategies seminars at the Diocese of Florida Bishop’s Institute
  • Mindful Aging Strategies: CORE Curriculum
  • Mindful Aging Strategies: 10 Legal Moves to Make Your Grand Planning Great
  • Mindful Aging Strategies: 10 Financial Moves to Make Your Grand Planning Great
  • Mindful Aging Strategies: 10 Health Directives Moves to Make Your Grand Planning Great
  • Grand Plans Mindful Aging Conversations
  • Decoding Your GeriDrama Risk Score
  • Beyond GeriDrama: Turning Overwhelm into Wisdom
  • Lighten Your Load: A 7-Day Plan for a Lifetime of Stuff
  • Grand Plans for Purposeful Living

Formats

  • 45–60 minute keynote presentations
  • Half-day workshop experiences
  • Seminars
  • Corporate wellness sessions
  • Community education programs

Investment

  • Local (Jacksonville area) keynote: $1,000
  • Half-day or travel engagements: $1,500–$3,500
    (Varies by distance, duration and customization needs.)

For Parallel Professionals

Support that strengthens your work and prepares your clients.

If you work with adults or aging families, you’ve seen the same patterns: people wait too long, don’t have the right documents, don’t understand their care options or don’t talk openly with loved ones. My work fills these gaps so your work becomes more efficient, more effective and more aligned.

I partner with:

  • CFPs & financial advisors
  • Elder law attorneys
  • Care managers
  • Real estate and senior-housing specialists
  • Clergy and congregational leaders
  • Therapists and counselors

How I Support Your Practice

  • Prepare clients before they meet with you (goals, documents, values, expectations)
  • Reduce crisis-driven decision-making through a focus on early planning
  • Improve clarity around care preferences and aging trajectories
  • Provide family communication frameworks that minimize conflict
  • Offer structured assessments like the GeriDrama Risk Score that cut through overwhelm
  • Serve as a trusted, values-aligned referral partner

Professional Partnership Options

  • Client Preparedness Sessions (you refer them, I get them ready)
  • Co-Branded Workshops & Webinars for your audience
  • Collaborative planning rounds for high-complexity families
  • Quarterly partnerships for ongoing client support

Investment

  • Client preparedness session: $200
  • Co-branded workshop or webinar: $500-$1,000
  • Professional retainer partnerships: starting at $1,200 per quarter

Interested in Working Together?

Whether you’re preparing your own future, leading a community, serving clients, or supporting aging parents, I provide the tools, clarity and structure to help you take the next step with confidence.

Let’s begin your Grand Plan.

Contact us today:

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Or email susannabarton@me.com

The 10 “Concrete Steps” of a Grand Plan

  1. Write it Down: Create a ‘death binder’ of essential, obituary and funeral information
  2. Lawyer Up: Hire an attorney to get legit about your affairs.
  3. Bean Count: Get your financial house and plan in order.
  4. Advance Your Directives: Write your prescription for health, consider your medical thresholds.
  5. Know Aid ABCs: Get knowledgeable on government programs and long-term care plans
  6. Find Help: Research professional resources available to you
  7. Welcome Home: Educate yourself on the cost, scope and reality of the life and housing you envision.
  8. Toss It: Minimize the hell out of yourself and your stuff.
  9. Real Talk: Communicate with your people, early and honestly and often
  10. Buckle Up: Relinquish the keys and be ready to ride.

And there are 10 more slightly softer steps! Learn more about all 20 steps by ordering the book Grand Plans 2.0: How to Mitigate Geri-Drama in 20 Easy Steps on Amazon, today!

Reach out to learn more about personal consultations or to see how Grand Plans can share its mission of planful aging strategies with your organization. Presentation, workshop, column, book event and ambassador partners have included: