Why Hire a Senior Advisor

The decision to hire a Certified Senior Advisor (CSA)® positions us with an aging specialist who champions our interests and intentions. Having that advocate on our side, upholding our values, intentions, and interests can be a game-changer in maintaining our independence for many more years. Especially for solo agers—those living alone, advancing in years, and remaining fiercely independent—having a CSA can make all the difference.

The Certified Senior Advisor (CSA)® program is an accredited education in today’s critical aging issues. A Certified Senior Advisor has a comprehensive understanding of the issues important to older adults and is serious about serving their needs. Professionals with the CSA certification are required to pass a rigorous exam and extensive background check, and attest to maintain the highest ethical standards. Once certification is earned, the professional must commit to continuous learning to maintain certification. The CSA certification is dually accredited by the American National Standards Institute (ANSI) and the National Commission for Certifying Agencies (NCCA).

Founded in 1997, The Society of Certified Senior Advisors (SCSA) believes that growing older is an experience to be valued and supported with the right kind of planning, recommendations, and referrals for each person’s unique situations. The SCSA is the premier membership organization for professionals who serve older adults.

When we partner with a Certified Senior Advisor, we gain a personal champion with the highest ethical standards, comprehensive knowledge of current aging issues, and a solid network of other senior professionals.

• Competence

CSAs are required to keep their professional training, skills, and knowledge current to provide high-level professional services. They are specialists in aging who know what it means to be an older adult—how aging changes lives, and how health, social, and financial matters of seniors are different from those of other generations.  

•  Honesty

Certified Senior Advisors pledge to communicate accurately, clearly, and in a timely manner, about their professional licenses, credentials, and other business qualifications. CSAs do not overstep their expertise, referring clients to other professionals as needs arise.

• Trustworthiness

CSAs must act in a trustworthy manner by promptly addressing client needs and concerns, and consistently performing services in the client’s best interests. CSAs must rigorously safeguard client, potential client, and business associate information, maintaining confidentiality, diplomacy, and discretion. They earn our trust and then serve our needs in ways that strengthen that trust.

• Fairness

CSAs are required to conduct their professional activities fairly and impartially. They must disclose all potential or perceived conflicts of interest that may arise. Bluegrass Final Matters values fairness and does not discriminate on the basis of race, ethnicity, national origin, age, disability, religion, political beliefs, marital status, gender, sexual orientation, or gender identity.

• Professionalism

CSAs must serve with the highest degree of professionalism, use due diligence, and act in good faith in all matters, upholding the standards of the CSA designation and any other licenses or credentials held. Count on your Bluegrass Final Matters Certified Senior Advisor for sound solutions, impeccable delivery, and sincere respect.

Beyond these high standards, Certified Senior Advisors are educated about all things important to seniors. This encompasses the emotional, financial, health, social, legal, and relationship aspects of being an older adult. They have the knowledge to ensure the best life possible while enjoying our senior years—they stay on top of what matters.

Through their service, CSAs engage with a plethora of aging-related professions. This allows them to refer clients to professionals they know have the same high ethical standards and knowledge in matters relating to the older population. CSAs come with a wealth of client resources and a vetted pool of experts who can meet your unique needs.

Certified Senior Advisors actively listen to their clients so that they can understand needs and offer proven solutions to problems. A CSA can help with:

• Knowing what to expect as we are aging

• Integrating our needs and goals—health, social, financial, and family

• Considering factors to make decisions in our best interests

• Implementing the most effective strategies, solutions, and options

• Making adjustments as our needs change

Our needs and preferences do change as we are aging, and it becomes increasingly important to have timely, relevant knowledge, and trusted advisors. As one of those trusted advisors, a CSA offers invaluable guidance as they help navigate the complex world of options.

Personalized Strategies & Solutions

A tremendous advantage of hiring a CSA is having personalized strategies developed around our individual needs. They champion our unique values and intentions, incorporating our priorities into a personalized plan that suits our lifestyle and budget. Then, they provide proven solutions to help us implement that plan.

Expert Knowledge & Experience

Navigating the options for healthcare, homelife, and finances can be overwhelming. Having an aging specialist gives us access to relevant and timely knowledge that is invaluable as we are making our senior decisions. CSAs have expert knowledge about the advantages and potential pitfalls of these options. They are experienced with the decisions that lie ahead.

Security & Peace of Mind

CSAs offer security and peace of mind because when it comes to our affairs, they act to ensure our best interests. A Certified Senior Advisor brings a sense of knowing there is an expert in aging who stands behind us.

More Time

Researching options and implementing choices for various matters can be time-consuming. Working with a CSA saves invaluable time as they do all the legwork–from researching options, to scheduling appointments, to joining meetings with our other service providers. This streamlines the decision-making process, expedites implementing strategies, and thereby gives us more time to do the things we most enjoy.

Emotional Support

Certified Senior Advisors provide emotional support because they are trained to listen to understand, without judgment. They take time to hear and address concerns that may arise. They provide insight into family and caregiver dynamics, acting as a compassionate guide to those we are counting on to support our positive aging experience.

Value-Added Concierge Services

As our relationship with a CSA builds, we may find that they can provide additional services tailored specifically to our needs. Talk with Bluegrass Final Matters about concierge services for navigating your healthcare, finances, travel, social and family engagements. They have the ability to exchange stress for peace of mind.

Call Bluegrass Final Matters—a trusted partner for successful senior living, relevant resources, and a vast network of professionals ready to serve.

(859) 350-6444