Certified Senior Advisor Services in Boise & Treasure Valley
Work with a Certified Senior Advisor® in Boise to navigate aging, retirement, and senior safety with clarity and confidence.
Certified Senior Advisor® services provide guidance to help older adults and families navigate aging decisions across health, financial, and lifestyle needs. Structured support improves confidence and helps reduce costly mistakes (NCO). In Boise, we help you move forward with clarity through education, planning, and trusted connections.
Our Senior Services in Boise, ID
As a Certified Senior Advisor®, we help seniors and families navigate important decisions beyond just financial products. From planning ahead to managing unexpected life changes, we provide guidance that brings clarity and confidence to every stage of aging. We help you understand your options, organize your priorities, and take the next steps with a clear plan in place—so you and your family can move forward with peace of mind.
Fall Detection & Home Safety
Falls are one of the leading causes of injury for older adults—and many are preventable.
I provide:
- Home safety walkthroughs
- Fall risk identification
- Practical safety recommendations
- Education for families
- Integration of modern solutions such as non-wearable fall detection technology
The goal is to help you remain independent while reducing risk.
Annuities & Retirement Income
Create reliable income for retirement with annuity solutions designed to provide stability and reduce financial risk. We help you understand your options so you can plan with confidence.
Life Insurance in Boise, ID
Protect your loved ones with life insurance solutions designed to provide financial security and peace of mind. We help you choose the right coverage based on your goals, family needs, and long-term plans.
Final Expense Coverage
Prepare for end-of-life costs with final expense insurance designed to ease the financial burden on your family. This coverage helps ensure important expenses are handled with dignity and care.
Auto & Home Insurance
Protect your home, vehicle, and everyday assets with dependable coverage options. We help you find policies that fit your needs while keeping protection simple and affordable.
Long-Term Care Planning
Understanding how to pay for care is one of the biggest concerns families face.
I provide guidance on:
- Medicaid and VA benefit education
- Long-term care planning strategies
- Insurance and annuity considerations
- Referrals to trusted professionals
This allows you to plan ahead instead of reacting under pressure.
Family Care Planning & Senior Guidance in Boise & Treasure Valley
Planning for aging can feel overwhelming. Health concerns, safety risks, financial decisions, and care options often come all at once.
As a Certified Senior Advisor®, we help families get organized, understand their options, and put a clear plan in place—before a crisis happens.
Understand Your Current Needs
Every situation is different.
I take the time to understand your current level of independence, health considerations, support system, and future concerns. This allows us to identify what matters most today while preparing for what may come next.
This first step replaces uncertainty with direction.
Build a Plan That Evolves With You
There is no one-size-fits-all plan for aging.
I work with you to assess your needs and provide guidance, education, and trusted resources so you can make informed decisions. As your situation changes, your plan can adapt with you.
You are not reacting—you are prepared.
Get Organized and Stay Prepared
One of the biggest challenges families face is not having important information in one place.
I help you gather and organize your personal, medical, financial, and legal information so it is accessible when it matters most.
Using secure tools like My Data Diary, I will:
- Help you organize your information in one central location
- Show you how to confidently use the system
- Ensure your information remains secure and private
This reduces stress, saves time, and gives your family clarity in critical moments.
Transition Planning & Senior Living Guidance
When staying at home is no longer the best option, decisions need to be made carefully.
I help you:
- Explore independent living, assisted living, and memory care options
- Compare communities in Boise and surrounding areas
- Plan and manage the transition process
This reduces overwhelm and helps families make confident decisions.
Clear Guidance for Better Decisions
You will walk away with more than organized information.
You will have:
- A clear understanding of your current situation
- Insight into future risks and opportunities
- Practical recommendations you can act on
- Trusted resources and referrals
This is about making informed decisions early, not during a crisis.
Healthcare Advocacy & Care Navigation
Understanding healthcare can be overwhelming.
I help you prepare for appointments, understand care plans, and navigate next steps with confidence.
This includes:
- Preparing for doctor visits
- Understanding diagnoses and treatment options
- Communication support with providers
- Hospital and rehab transition guidance
You are not left trying to figure things out on your own.
End-of-Life Planning Support
Planning ahead provides clarity and peace of mind for everyone involved.
I help with:
- Advance directive education
- End-of-life planning conversations
- Coordination with hospice when needed
- Family support during transitions
This ensures your wishes are understood and respected.
What’s Included?
Your services include:
One-on-one consulting sessions
Individual: 4 sessions
Couple or Family: 6 sessions
Setup and guidance using the My Data Diary system
A customized report including:
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- Key findings
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- Recommendations
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- Resources and referrals
Investment & Pricing
Individual Plan: $695
Couple or Family Plan: $995
Who I Help
I work with:
Older adults planning ahead
Families supporting aging parents
Caregivers needing guidance and structure
Individuals concerned about safety and independence
Clients preparing for care transitions
Serving Boise, Nampa & Treasure Valley
I proudly serve clients throughout:
Boise
Meridian
Nampa
Caldwell
Eagle
Kuna
Star
Both in-person and virtual consultations are available.
Get Guidance & Decision Support
As a Certified Senior Advisor®, we help you step back, evaluate your situation, and understand the best next steps across multiple areas of life. Our role is to simplify complex decisions so you can move forward with confidence.
Certified Senior Advisor Guidance You Can Trust
A Certified Senior Advisor® provides guidance that goes beyond financial decisions—helping families navigate healthcare, safety, long-term care, and life transitions with clarity and confidence.
Our approach focuses on education, organization, and helping you make informed decisions that align with your goals and values.
Meet Your Certified Senior Advisor® in Boise, ID
Sherri French-Waddell, Certified Senior Advisor®, is dedicated to helping older adults and families navigate important life decisions with clarity, compassion, and practical guidance. Her work focuses on education, advocacy, and helping clients understand their options so they can make confident, informed choices.
Through her experience working with seniors and families, Sherri brings a relationship-based approach that prioritizes trust, understanding, and long-term support.
What Seniors and Families Say About Our Guidance
★★★★★
“Sherri treats what could be a difficult conversation, with humanity and honesty. Her experience working in various areas of end-of-life care over the years makes her a truly uniquely skilled professional! Sherri is a wealth of information and lovely to work with.“
– Alex G.
★★★★★
“Thanks to Waddell Enterprises, we now have a solid retirement plan. But more importantly, we feel confident about the decisions we’re making for the future.”
– Mark J.
★★★★★
“Even though my family lives nearby, having fall detection gives us another layer of security. We don’t have to worry about being alone in an emergency.”
– Grandma B.
★★★★★
“Sherri and Justin took the time to understand my situation and guide me through my options. It felt like real support, not just a transaction.”
– John N.
★★★★★
“I really like having the fall detection in my home. It makes me feel safer knowing that if something happens, my family will know right away. That peace of mind means everything to me.”
– Diane F.
★★★★★
“Waddell Enterprises transformed how we think about planning. Their approach made everything feel simple, clear, and manageable.”
– Jessica T.
Frequently Asked Questions
We know planning for the future can be overwhelming, so we’ve compiled answers to some of the most common questions we receive. Our goal is to make the process as straightforward and stress-free as possible for you.
What Is A Certified Senior Advisor®?
A Certified Senior Advisor® is a professional who has completed specialized education focused on aging, including health, social, ethical, and financial considerations. Their role is to help individuals and families better understand options and make informed decisions.
What Do We Review Together?
We take a comprehensive approach to planning so nothing important is missed.
This includes:
- Personal and family information
- Medical history and care preferences
- Financial and insurance details
- Legal documents and planning
- End-of-life wishes and instructions
The goal is simple: if something unexpected happens, your family is prepared—not guessing.
How Is This Different From A Financial Advisor?
A Certified Senior Advisor® focuses on the broader picture of aging, including lifestyle, safety, and family dynamics, not just financial products. This allows for more comprehensive guidance across multiple areas of life.
Do You Provide Financial, Legal, Or Medical Advice?
No. The Certified Senior Advisor® designation does not replace licensed professionals in those fields. Instead, we help guide conversations and connect you with the appropriate experts when needed.
Who Is This Service For?
This service is designed for older adults, families planning ahead, and individuals helping a loved one navigate changes related to aging.
Start With a Conversation
Most families wait until something happens. You do not have to. If you want clarity, organization, and a plan that gives you and your family peace of mind, I am here to help.
Schedule your free consultation today and take the first step toward staying independent, informed, and prepared.