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Planning for Senior Life vets all applicants to ensure we have trusted experts as members.

When we work with seniors and their caregivers, we want to ensure we can offer other services they may need and give them references to trusted businesses that will be patient, helpful and caring.


Membership in Planning for Senior Life is by invitation only. Members are encouraged to invite their trusted business partners to join us at our monthly meeting to meet the members, learn about their businesses and how we work together to make sure our older adult clients have everything they need.


Before becoming a member, applicants must be in business 2 years or have equivalent experience and have attended two of our monthly meetings.


Two members of the Membership Committee will interview applicants and all business and personal references.


The Membership Committee will confirm business licensing, certifications and research to verify company status.


All applicants must have an approved background check. This background check provides a thorough criminal background search on the individual including:

  • 7 Year Look Back
  • County Criminal (current place of residence)
  • Federal Statewide Criminal (current place of residence)
  • Social Verification
  • Address Trace
  • National Criminal Database


Our Membership Committee votes on all applicants for approval at their monthly meeting.