Module 3: Home & Community Readiness
Very few clients want to talk about leaving a home they love, so the conversation tends to wait until a fall or a hospital discharge forces it. By then the family is choosing between limited options in a matter of days, often selling in a hurry and spending more than they needed to.
This module equips advisors to raise housing early and productively. It separates what a modification can fix from what only a move can, looks at what changes for a household when a client stops driving, and what that asks of the people around them, and shows how to compare the real cost of staying with more support against the cost of moving. Advisors also learn to help a family name in advance the changes that would tell them it is time, which is what keeps the timing of a move inside the plan rather than outside it. An expert in housing and community options discusses what people most often regret about deciding too late.
At the end of this module, the financial advisor will be able to:
- Evaluate whether a client’s home and community still support their stated aging preference
- Distinguish what a home modification can solve from what only relocation can
- Help clients define in advance the changes that would prompt a move
Kelly Baird
Co-Founder and Chief Operating Officer
bQuest
Kelly Baird is the Co-Founder and Chief Operating Officer of bQuest, a care intelligence and coordination platform connecting financial advisors and their clients with trusted professionals throughout the aging, caregiving, end-of-life, and loss journeys. With nearly two decades of experience leading partnerships and initiatives across public health, economic development, early childhood systems, and community development, Kelly brings a systems-level perspective and a deep commitment to building collaborative solutions that create lasting impact.
Kelly’s passion for transforming aging care is rooted in personal experience. As an adult daughter, caregiver, and crisis navigator for her parents and 99-year-old grandmother, she experienced firsthand the emotional and logistical challenges families face when navigating care without a clear guide. At bQuest, Kelly leads the development of a national ecosystem of vetted professionals, working to ensure families have access to compassionate, trusted support when they need it most.
Scott Fischer, BSN, CDP, CDPS
Founder
Options for Senior Living
Scott Fischer, BSN, CDP, CPRS, is the founder of Options for Senior Living and a senior care industry leader with more than 30 years of healthcare experience. A graduate of Arizona State University with a Bachelor of Science in Nursing, Scott founded Options for Senior Living in 2003 to help older adults and their families navigate the often complex decisions surrounding senior care and housing. Drawing on his nursing background and extensive experience in senior living placement, he helps families evaluate care needs, explore housing options, understand costs and funding strategies, and make informed decisions that support their loved ones' well-being and quality of life.
Beyond his work with families, Scott has played a significant role in advancing professional standards and ethical practices within the senior living referral industry. He is the co-founder and past president of the Professional Association of Senior Referral Specialists (PASRS) and helped extend those efforts nationally through the formation of the National Placement and Referral Alliance (NPRA). In 2019, he co-founded Senior Resource Connectors, an organization dedicated to connecting older adults and their families, particularly adult children, with education, resources, and support. A lifelong learner and passionate educator, Scott remains committed to empowering families with the knowledge and guidance they need to navigate aging-related decisions with confidence.
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