The Caregiver Planning Intensive
Two days. One plan. The whole family at the table together.
Some families don’t have weeks. Friday evening plus all-day Saturday with David Moyer, CSA, facilitating your whole family through the complete C-A-R-E framework. Up to ten people in the room. The plan that takes seven weeks of coaching, built and signed in one weekend.
No commitment until after the intro call · toolkit and coaching credits both apply
HERO PHOTO
family working together by videoor multi-generation family meeting
What this actually is.
The complete coaching program, compressed into one focused weekend. Same C-A-R-E framework, same toolkit content, same David Moyer, CSA, facilitating — delivered as a single in-person intensive instead of spread across seven weeks. Friday evening plus all-day Saturday. Up to ten family members in the room.
Virtual pre-work happens the week before, so nobody shows up cold. Each session works from structured worksheets that capture decisions, assignments, and responsibilities as the conversation happens — in writing, by name, in real time. Saturday afternoon ends with a signed written plan your family has built together. A 90-minute follow-up call two weeks later confirms the plan against how it’s actually playing out.
This is the path for families whose situation is moving faster than weekly coaching can keep up with — or for families with siblings spread across the country who want to make it a real event. One weekend. One plan. Done.
The weekend arc
Two days, paced so the work lands without burning anyone out.
The week before, a virtual kickoff call sets expectations and assigns pre-work so nobody shows up cold. Friday evening starts the hardest conversation. Saturday works through everything else. Two weeks later, a 90-minute follow-up call confirms how the plan is holding up under contact with reality.
Setting the stage.
The whole family meets virtually with David before the weekend. We walk through the C-A-R-E framework, what we’re trying to accomplish in two days, and what the weekend can and can’t do. Everyone arrives Friday night with the same understanding of why we’re here.
How the weekend will actually work.
A walk-through of the Friday-evening + Saturday-all-day schedule, segment by segment. Logistics covered: location, timing, meals, breaks, who needs to be where. What to bring, what to leave at the door, anything we need to address before we start.
Expectations and expected results.
Each family member learns what they’re getting from the weekend — the signed plan, the role-assignment map, the paperwork map, the follow-up call two weeks later — and what’s expected of them during the sessions in return. No surprises Friday night.
Specific assignments to bring to Friday night.
Toolkit access for every family member. Specific assessments to complete individually. Conversations to have with specific family members between now and Friday. Documents to gather — medical records, beneficiary statements, existing power-of-attorney or advance directive forms. Nobody shows up cold.
Setting the table.
Introductions. What each person hopes to leave with. Where the family is now. The C-A-R-E framework, in plain language. How we’ll work together over the next 14 hours.
Light working dinner.
Sharing a meal — on screen but together — is part of the work. Family members share what brought them to this weekend.
Starting the conversation.
The hardest opening, done together. How your family will talk about aging without it turning into a fight. By 9:30 we’ve cleared the first hurdle as a group.
Honest assessment.
Each family member brings their own assessment from the pre-work. We compare notes, surface the gaps, build the shared picture. Includes division of care and remote-caregiving structure for distance siblings.
Where they’ll live.
Aging in place vs. assisted living vs. memory care. The financial geometry. The trade-offs that don’t announce themselves until you’re inside the decision.
Working lunch.
Family eats. We pause and reset — because Saturday afternoon is the hardest stretch and the family needs to be fed and rested before we get into it.
The last chapter.
End-of-life preferences. Final arrangements. The kinds of grief everyone in the family will eventually experience. Hardest stretch of the weekend, planned for after lunch when capacity is highest.
The practical layer.
Estate, documents, beneficiaries, the items most families never plan for. We build the paperwork map and confirm who’s on which document.
Build the plan.
Six hours of work get pulled into one written document. Roles assigned. Decisions documented. Timeline set. The plan you’ll actually use when something happens.
Sign-off and close.
The whole family reads the plan. Each member signs. The weekend ends with a real artifact — not a feeling, a document.
How the plan’s living in the wild.
Two weeks after the weekend, the family reconvenes for 90 minutes with David. Plan adjustments, document confirmations, loose ends, anything the family didn’t see coming until it actually started running.
Why a weekend works when weekly doesn’t
Compression isn’t a shortcut. It’s a strategy.
One trip, not seven scheduled calls.
Most caregiving families have at least one sibling living somewhere else. Weekly cadence over time zones is brutal. A single weekend, planned in advance, lands cleanly — even for the cousin in Seattle and the brother in Atlanta.
The work doesn’t lose energy between sessions.
The biggest failure mode of weekly coaching is families stop doing the homework after week three. Intensives close that loop in one stretch. The decisions made Friday night carry forward to Saturday morning while they’re still warm.
Saturday-afternoon you with the plan signed.
The whole purpose of this work is a plan everyone has agreed to and signed. Weekly coaching often ends with three or four open items the family swears they’ll resolve later. The intensive forces the resolutions before everyone leaves the call.
For when the calendar can’t wait.
Parent declining now. Move pending in six weeks. Hospital discharge looming. Two months of weekly coaching is too slow. The intensive is the right shape when the situation is actually moving.
What you walk away with.
Real artifacts. Not just a feeling that the conversation went well.
Is this the right fit?
The Intensive is built for these families.
RIGHT FIT FOR
Families in motion.
- A parent is declining now and weekly coaching is too slow
- A move (assisted living, memory care, downsizing) is pending in the next 60 days
- Distance siblings need to fly in for a single weekend, not coordinate seven calls
- The family has tried to plan on its own and gotten stuck
- Coaching graduates who realized partway through they needed compression, not pacing
- Multi-generational families (parents, children, in-laws, adult grandchildren) who all need to be in the room together
- High-conflict families that need an intensive container for the conversations that have been ducked for years
NOT THE RIGHT FIT FOR
Try something else first.
- Active medical crisis — call 911 or local agencies first
- Estate disputes that need legal resolution — you need an attorney
- Single-person caregiving with no family to align — the toolkit is the right product
- Families that prefer the slower pacing of weekly sessions — coaching is the right product
What if the family doesn’t reach consensus on every decision?
Most do, in one weekend. The compressed format with everyone in the room and the AI capturing every commitment makes consensus more likely than spread-out cadence.
If a specific decision stays unresolved after Saturday, your family can book an additional 90-minute mediation session with David, focused on that single question. Not a re-run of the weekend — a focused tiebreaker. Billed at a post-program rate, scheduled when the family is ready.
The promise isn’t that everyone agrees on everything. The promise is that everyone has been heard, every voice has been recorded, the structure has been honored, and the path forward is one your family chose together.
“Two days. One plan. Signed before everyone leaves the call.”
Investment
One package. Up to ten family members. Custom for larger.
CAREGIVER PLANNING INTENSIVE
FROM
$7,500
- Up to 10 family members included
- Custom pricing above 10
- Same C-A-R-E framework as coaching, compressed
- Structured worksheets capture decisions in real time
- Three years toolkit access for each family member
- 90-minute follow-up call included
- Toolkit credit ($197) applies
- Coaching credit ($2,100) applies if upgrading from coaching
- LSA-eligible at employer discretion
Start with a free intro call.
30 minutes with David. No commitment. We confirm the intensive is the right fit for your family’s specific situation, set expectations, and walk through scheduling.
Schedule a free intro call ›If the intensive isn’t right for your family, we’ll point you to what is. No upsell.
A note from the founder
Why I built the Intensive on top of coaching.
Most families come to coaching with weeks to spare. Some don’t. The mom who fell last month and is being discharged Friday. The dad whose lawyer needs the power-of-attorney signed before the next week. The siblings who’ve been circling the conversation for two years and finally, somehow, all blocked off the same weekend in their calendars.
Those families need compression, not pacing. They need the work done before everyone goes back to their separate cities. They need the artifact — the signed plan — in their hands when they hang up Saturday night, because Monday morning a real decision is going to land.
The Intensive is what I run for those families. Same C-A-R-E framework as coaching, same toolkit content, same conversations — but compressed into one focused weekend, with structured worksheets that capture every decision and responsibility in writing as we go, and a follow-up call two weeks later to make sure the plan held up under contact with reality.
If your family situation is moving faster than the calendar can keep up with, this is the version of the work that fits. Schedule a free 30-minute call with me. We’ll figure out together whether the Intensive is the right path forward — and if it isn’t, I’ll tell you what is.
— David Moyer, CSA · Founder, ElderHonor
FOR HR & BENEFITS LEADERS
The Intensive is also available as a premium escalation through the EAP.
Companies offering ElderHonor’s Caregiver Competency System EAP can extend the Intensive to specific employees in active caregiving transition — a parent declining, a move pending, distance siblings who need to align before something breaks. Billed through the EAP. Same format, same outcome, paid by the employer.
Common questions before you commit.
Two days. One plan. The whole family.
Start with a free 30-minute call. Tell us where your family is, what’s in front of you, and what’s at stake. We’ll figure out together whether the Intensive is the right path forward — and if it isn’t, we’ll point you to what is.
Free 30-min intro call · no payment until after the call · no upsell pressure
HONOR · KNOWLEDGE · LIFE