Nurse-informed briefings and checklists for families, private households, advisors, and care leaders navigating complex health and caregiving decisions.
Each resource below is built for a specific moment in a family's or advisor's situation. Find the description closest to where you are right now.
Free Checklist
A Nurse-Informed Guide to Thinking Clearly Before a Care Crisis
A practical checklist for families and caregivers who need help organizing care questions, identifying gaps, and thinking clearly before a health or caregiving situation becomes urgent.
Briefing
A Nurse-Led Due-Diligence Framework for Selecting Private-Duty Nurses, Home Care Agencies, and Care Partners
A practical briefing for families, private households, and advisors who need to understand what should stand behind a caregiver, agency, or private-duty care partner before care begins in the home.
Blueprint
A Nurse's Framework for Converting a Private Residence Into a Safer, More Coordinated Care Environment
A nurse-informed framework for families, private households, and advisors examining whether the person, residence, caregivers, and care system are prepared to support aging at home safely, responsibly, and sustainably. Includes the full Blueprint plus three fillable companion tools: a Room-by-Room Safety and Infrastructure Review, an Equipment, Vendor, and Maintenance Tracker, and a 30/60/90-Day Action Plan.
Playbook
A Nurse-Led 90-Day Playbook for Families, Family Offices, and Fiduciaries
A structured, phase-by-phase framework for the first 90 days after a dementia diagnosis—helping families understand the diagnosis, address immediate safety, clarify roles and lawful decision-making authority, and build a care system that can adapt. Includes the full playbook plus four fillable companion tools.
Framework
A Decision, Delegation, and Family Care Framework for Professionals Managing Work, Children, and Aging Parents
A decision, delegation, and coordination framework for executives, founders, and other high-responsibility professionals managing aging-parent care, children and household, and work or business at once. Includes the full playbook plus five fillable companion tools: a Care Load Inventory, a Delegation and Authority Map, a Dual-Generation Coordination Dashboard, a Weekly Operating Cadence, and a Personal Capacity Review.
Charter
A Nurse-Led Framework for Family Health Accountability and Crisis Readiness
A structured framework to help families clarify responsibility, organize essential health information, prepare for the first 72 hours of a crisis, protect caregiver continuity, and keep the family plan current.
Quick Reference
A Single-Page Coordination Aid for Crisis Moments
A companion to the Family Health Governance Charter — one page capturing the essentials a family or responder would need in the first minutes of a crisis: care basics, accountability contacts, hospital preference, and home access notes.
Companion Worksheets
Five Practical Worksheets to Apply the Method Stage by Stage
A family of practical companion worksheets — Current Situation Snapshot, Family Risk Review, Responsibility Map, Family Health System Map, and When to Revisit Your Strategy — for families putting the Family Health Coherence Method into use.
Assessment
A Five-Minute, Nurse-Led Assessment With Immediate On-Screen Results
A structured 15-question assessment that identifies where the family appears organized, where the plan may be vulnerable, and which next step or resource may be most relevant — with results shown instantly on screen.
Begin with a calm, nurse-informed conversation designed to help you clarify the situation, identify the right questions, and determine what kind of support may be needed.
These resources are educational and advisory in nature. They are not medical diagnosis, medical treatment, legal advice, or a substitute for guidance from a licensed physician, attorney, care agency, or other responsible professional. If this is a medical emergency, call 911 or your local emergency number.