Guided Questionnaire
Before speaking with an advisor, reviewing these questions can help you gather your thoughts and feel prepared. There are no wrong answers — this is simply a way to help our team understand your situation so we can offer guidance that’s right for you.
1. Who are you looking for help for?
This helps us tailor our guidance to your specific role and relationship.
- Myself
- Spouse or partner
- Parent
- Other family member
2. What prompted you to start exploring options?
Whether it’s a recent health change, a fall, a growing concern, or simply wanting to plan ahead — sharing what brought you here helps us understand where you are in the process.
3. Where does your loved one currently live?
For example: a private home, an apartment, with family, or already in a senior community. Knowing the current living situation helps us recommend the right next steps.
4. Do they currently own their home?
Homeownership can open certain options and affect the timeline and approach for planning. Either way, we’re here to help navigate what makes sense.
5. Would they prefer to remain in their current home if possible?
Many people want to age in place, and there are real solutions that make that possible. Others may be open to a move — or unsure. All of these are valid starting points.
6. Are there any current concerns?
Let us know if any of these are on your mind — even if you’re not sure how significant they are:
- Mobility or difficulty with stairs
- Risk of falls
- Home maintenance becoming harder to manage
- Transportation and getting around
- Meals and nutrition
- Managing medications
- Social isolation or loneliness
- Personal care and daily activities
You don’t need to have all the answers before reaching out. The purpose of these questions is simply to start a conversation — and we’ll guide you through the rest.
Senior Guided Solutions


How Our Guided Questionnaire Works
Answer a few simple, one-at-a-time questions about your situation, timeline, and preferences. Your responses stay private and are only used so a Senior Guided Solutions advisor can follow up with clear, personalized next steps.
Share What’s on Your Mind
These questions help us understand your situation so we can provide personalized guidance. When you’re ready, share your answers in the message field below — or simply reach out and we’ll walk through them together in conversation.
Serving families across Colorado — we’re here whenever you’re ready.
