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Download the Family Care Coordination Checklist

The questions to ask any care coordinator, the red flags that signal a poor fit, and the true cost of fragmented care — in one free guide used by 50+ Atlanta families.

Used by 50+ Atlanta families in Buckhead, Sandy Springs & Dunwoody
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Family Care Coordination Checklist

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What is your physician-to-patient ratio?
Is there a dedicated coordinator assigned?
How do you handle after-hours emergencies?
Do you provide written care plans?
"Our team" handles everything — no dedicated person
No 24/7 access for emergencies
Vague on what's included vs. add-on fees
Fragmented care cost breakdown
Coordinated care pricing comparison
↓ Get the full checklist — free
50+
Atlanta families served

I had three care coordinators quote me $4K–$8K per month and couldn't answer a single question on this checklist. Downloaded it on a Sunday, had my shortlist narrowed by Monday morning.

— Margaret T., Sandy Springs

What's Inside

Four sections. Every question that matters.

Most families go into their first care coordinator meeting underprepared. This checklist levels the playing field.

10 Questions to Ask Any Provider

The questions most families forget to ask — and the ones that expose whether a coordinator actually has skin in the game. Covers referral ownership, after-hours coverage, and written care plans.

7 Red Flags

Warning signs that signal a poor-fit provider before you sign a contract. From vague pricing to no dedicated coordinator to missing emergency protocols — if you see these, keep looking.

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True Cost Benchmarks

What fragmented care actually costs per year — broken down by service category. The numbers are higher than most families expect. Knowing them before you negotiate puts you ahead.

Comparison Scoring Grid

A printable grid to evaluate up to 2 providers side-by-side across 7 criteria: dedicated coordinator, physician oversight, 24/7 access, crisis coordination included, multi-residence coverage, pricing transparency, and LGBTQ+ affirming care.

Who It's For

You don't have time to learn this the hard way.

If you're managing complex household healthcare — you already know how fast things fall through the cracks. This checklist is for affluent families who want to evaluate options quickly and move with confidence.

  • High-net-worth households managing complex care (typically 40–65)
  • Families in Buckhead, Sandy Springs, Dunwoody, or North Atlanta
  • People evaluating care coordination for the first time
  • Those frustrated with fragmented care and no clear point of contact
  • Wealth advisors and estate attorneys sharing resources with clients

Typical Downloader Profile

Age range42–62
LocationAtlanta metro
Care situationParent(s) 70+
Current setupFragmented / DIY
Research stageComparing options

"I had three quotes on my desk and no framework to evaluate them. The checklist gave me exactly that — a framework."

From the AffluentCareOS Blog

Dive deeper into care coordination before you make a decision.

Ready to stop managing care alone?

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