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4-Pillar Assessment System
Pillar 1 Personal & Family Priorities
What matters most to your family
These questions help us understand your family's priorities, values, and what "the right fit" means to you—not just the care needs.
1. What matters most to your family in this move?
(Please select up to three)
2. When making an important decision like this, what helps you feel confident moving forward?
Everyone makes decisions differently. This helps us tailor our guidance to the way you prefer to make decisions.(Choose the option that fits you best)
3. Where would you say your family is in the decision-making process today?
Knowing how you're feeling helps us meet you where you are and provide the right level of support.(Choose the option that best fits your situation)
Pillar 2 Lifestyle & Social Connection
Finding the right community atmosphere
The best community isn't just about care—it's about feeling comfortable, connected, and at home.
1. What type of environment would your loved one feel most comfortable in?
(Select up to three)
2. Which lifestyle experiences would be most meaningful to your loved one?
These preferences help us recommend communities that match personality and interests—not just availability.(Choose up to three options)
3. How would you describe your loved one’s comfort with social engagement right now?
There's no right or wrong answer. Every person has a unique personality, and the best communities adapt to individual preferences.Pillar 3 Medical & Care Needs
Understanding current care needs
This section helps us recommend options that provide the right level of support today while planning for future needs.
1. Which level of care best reflects your loved one’s current needs?
(Select up to two)
2. How would you describe the overall medical complexity?
This gives us a better understanding of daily support requirements beyond the basic level of care.3. Are there any specific care needs we should consider?
Sharing these details helps us narrow your options to communities or services that can safely meet these needs.(Select all that apply)
Pillar 4 Financial Planning
Finding options that fit your budget
Understanding your financial comfort level helps us recommend realistic options and explain payment resources that may be available.
1. Do you have a general sense of what your family can comfortably afford each month?
Your answers help us focus on options that fit your budget.2. What monthly investment feels realistic right now?
An estimate is perfectly fine. This helps us avoid recommending options outside your comfort zone.3. How do you expect to help pay for care?
Many families use more than one funding source.(Select all that apply)
4. How are you feeling about the financial side overall?
Understanding your comfort level helps us know where additional guidance may be most helpful.You're Almost Done
Thank you for taking the time to share your situation.
Your responses help us understand what's most important to you before we make any recommendations.
After you submit:
- We carefully review your assessment.
- A SAGE Advisor will personally reach out to schedule a conversation at your convenience.
- Together, we'll discuss your options and help you determine the next steps that best fit your needs.
Everything you share with us is kept confidential, and we'll move at a pace that's comfortable for you.
Let’s Review Your Assessment Together
Please complete the form below so we can prepare your recommendations.
Thank You
We've Received Your Assessment
Thank you for completing the SAGE Four Pillar Care Assessment.
A SAGE Advisor will personally review your responses and contact you within one business day.
Need to speak with someone sooner?
Call a SAGE Advisor