Saar Advisory

Confidential Client Assessment

Completed by the individual, a family member, or a referring professional, this assessment allows Michelle to arrive prepared and advocate thoughtfully for the right outcome.

About You
About the Senior
Care Needs
Activities of Daily Living
Mobility & Ambulation
Transfers
Sleep Habits
Memory Care
Medical Concerns
types / day
Timeline & Financial Considerations
Real Estate
Preferences & Additional Context

If more than one location, feel free to list them.

Physician Report — Form 602

Form 602 is a California state-required physician's report that helps senior living communities understand your loved one's care needs, medical history, and medication requirements. It is not required for Independent Living placements.

If you have a completed Form 602, please email it to msaar@saaradvisory.com. If you do not yet have one, you may download a blank copy to bring to your physician.

↓  Download Blank Form 602

Please email your completed Form 602 directly to msaar@saaradvisory.com.

All information shared through this assessment is strictly confidential and used solely for the purpose of preparing for your consultation with Michelle Saar. Saar Advisory does not sell, share, or disclose client information to third parties without explicit consent.

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Thank you for trusting us with this.

Michelle will review your assessment personally and be in touch within one business day to arrange a private consultation at your convenience.

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