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CTI SMM Presentation

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Filling a Major Gap in Services for Seniors. An Introduction to the Senior Move Management Industry Jim Stevens, Caring Transitions, Inc. Fairhill Partners
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Page 1: CTI SMM Presentation

Filling a Major Gap in Services

for Seniors. An Introduction to the

Senior Move Management Industry

Jim Stevens, Caring Transitions, Inc.Fairhill Partners

Page 2: CTI SMM Presentation

What is the third most stressful event in life?

Page 3: CTI SMM Presentation
Page 4: CTI SMM Presentation

Challenges of later life transitions

Anxiety/worry/fear Overwhelmed/paralyzed Fatigue Apathy Difficulty making decisions Poor health Complex family dynamics

Relocation = Change = Stress

Page 5: CTI SMM Presentation

How to reduce the stress of moving. Ask about the persons feelings and

wants. LISTEN Identify and honor what is essential

to make the new home, really “home.”

Remain patient and tolerant. Make use of professionals in mental

health and senior relocation

Page 6: CTI SMM Presentation

Traditional Services for Seniors

Home Health Care Elder Law Attorneys Geriatric Care Managers CCRC’s (Senior Apartments, ALF, Skilled Nursing)

Home Modification Adult Day Care

Page 7: CTI SMM Presentation

A vital service is missing.

Individuals who voluntarily decide to downsize to a new home or move to be closer to family.

Individuals who are unable to remain at home for many reasons.

How do they transition from one place to another without the stress?

Page 8: CTI SMM Presentation

Senior Move Managers Started by “baby boomers” seeing

an unmet need in the mid 1990’s. Our goal is to ease the physical

and emotional aspects of a later life move, while delivering of our services with compassion and respect.

National Association of Senior Move Managers (NASMM)founded in 2002.

Page 9: CTI SMM Presentation

What is a Senior Move Manager? One who specializes in helping

older adults and their families with the physical and emotional aspects of moving.

One who provides support and comfort for the third most stressful event in life, transitioning from one home to another.

A project manager for their clients.

Page 10: CTI SMM Presentation

What do Senior Move Managers do? Oversee all aspects of the project (move). Help with sorting and organizing Determine what will fit in the new home. Arrange for disposal of unwanted items. Schedule and coordinate with moving

company Supply all packing material and pack Fully unpack and resettle the new home

Page 11: CTI SMM Presentation

What do Senior Move Managers do? Trouble shoot Problem solve Coordinate Communicate Mediate Listen

Page 12: CTI SMM Presentation

What to look for in a Senior Move Manager. Experience (Years/

# of moves.) References to past

clients Staff Employees or

Independent Contractors

Workers Compensation

Liability Insurance

Written contracts Realistic estimates Staff training NASMM Member

Page 13: CTI SMM Presentation

How does Caring Transitions Inc. measure up?

Started 2003. 250+ moves Staff of 7 part-

time fully trained employees

Fully insured through Ohio BWC

Fully insured through Travelers Insurance Co

Free written estimates Contracts on all jobs NASMM Member

since 2004.

Page 14: CTI SMM Presentation

Caring Transitions Inc. has been featured: 11 O'clock News WKYC-TV 3 Golden Opportunities Entrepreneur magazine Crain’s Cleveland Business Plain Dealer Currents/CV Times

Page 15: CTI SMM Presentation

What our clients have to say I can’t tell you how much stress you saved me when left

alone facing removal of beds, furniture, etc. I appreciated your advice, wisdom, experience, and exhausting work you and your people accomplished-you are a “stress reliever” in many ways. If you ever need a recommendation to one of your prospects or communities, let me know! Mr. Arthur S. Cleveland, OH

Thank you for your excellent care of my father’s “things”. You have been a Godsend. The first shipment arrived beautifully! Thanks for the recent pictures you sent-that is a big help. You have a terrific business. Thanks again. Helen B. Los Angeles, CA

Each one of you did such an outstanding job for me; it made this move quite stress less for me. It started looking like home here very quickly, thanks to all of your help. I’m sure I’ll be very content here. Mrs. John B. F. Chagrin Falls, OH

Page 16: CTI SMM Presentation

Contact Information

Call us for a no cost no obligationestimate. Our offices are located

at:Fairhill Center

12200 Fairhill Rd. C447Cleveland, OH 44120

216-346-2367

Or visit:www.caringtrans.com


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