THE INDEPENDENCE PLAN
A roadmap for staying independent.
It shows you what to do, in what order, and who can help.
What you get
Your questions answered
The questions people most want answered, with typical costs where you live:
- Can I stay?
- What would it cost to stay and change my home?
- What would it cost to move?
- What does care cost, at home and elsewhere?
- Who pays for care?
- What if I cannot decide for myself one day?
A step-by-step action plan
What to do this week, this month and this year, across your home, health, support, finances and lifestyle. And what to leave alone for now.
Vetted local professionals
Two or three near you for each step, and what to ask them.
An example plan
YOUR PLAN AT A GLANCE
Margaret is a fictional reader. Your plan is written for you, with local costs and names near you.
On what you told us, nothing forces you to move. Staying works if three things hold: the stairs, a way to call for help, and a plan for care. Start with the stairs.
| When | What |
|---|---|
| This week | Test your alarms. Light the stairs. Choose a medical alert you can wear all day. |
| This month | Book your yearly wellness visit. Ask for a falls check and a hearing test. |
| This season | Handrails and grab bars. Two quotes from the contractors named in your plan. |
| This year | Decide with your family whether to move the bedroom downstairs. Meet a financial planner and an elder law attorney. |
| Who could help | A Certified Aging-in-Place Specialist, an occupational therapist, a fee-only financial planner. |
| Leave alone for now | A bathroom renovation and a stair lift, until the falls check and quotes are in. |
| First call | Your local Area Agency on Aging. |
Reviewed and approved by a Certified Senior Advisor (CSA)®.
Who writes your plan
Software, including AI, helps us draft plans. John reviews, edits and signs off every one.
Oupa takes no fee, commission, or payment from any senior care facility or from any professional we introduce.
How we check professionalsHow it works
Take your free report.
About 4 minutes. Your plan builds on it.
Pay once, then answer a few questions.
About five minutes of questions after you pay.
Get your plan.
By email within 7 business days of your plan questions.
$150, paid once.
Secure payment by Stripe. By paying, you agree to our Terms.
Buying for a parent? Please make sure they know and agree. The plan is written for them, and the choices stay theirs.
About the CSA credential
Certified Senior Advisors (CSAs) have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional's credentials with whom you conduct business and be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit www.csa.us.
Oupa provides information, planning, and introductions to help people make clearer decisions. We are not a licensed financial, medical, or legal advisor, and we do not perform construction work. Your plan is not a substitute for an in-person assessment by a licensed professional.