Age with Purpose. Live with Independence.
Live life on your terms. Plan to keep it that way.
Private Independence Planning for adults 65+ and their families in North Atlanta — your strength and balance, your home, your medications and healthcare, and your wishes for every chapter ahead, brought together in one plan.
The best time to protect your independence is while you're still enjoying it - not in a crisis.
Founded by Karlyn Dauplaise, MPT — a physical therapist and healthcare executive with 20+ years of experience who understands both the person and the healthcare system.
You've planned for retirement. Have you planned for the independence to enjoy it?
Most people have a financial plan, an estate plan and a good doctor. Few have a plan for the things that actually decide how they live in their 70s, 80s and beyond: strength and balance, a home that works for the next decade, the people and purpose that fill their days, and a clear answer to "what happens if things change?”
Thoughtful Planning for Every Stage of Independence
Protect the Life You’ve Built
You're in your early 70s, active, independent, and enjoying retirement. You've watched friends face unexpected health challenges and wonder what you could be doing today to protect your independence tomorrow. You've planned carefully for retirement and enjoy the freedom it brings. But have you considered whether your home, mobility, and daily routines will continue supporting the life you want ten years from now?
Crestwell looks at the whole picture — how you move, your home, your medications, your connections, and what you'd want if life changes — so nothing important is left to chance or to a crisis. We look ahead, identify opportunities to prepare, and create a personalized plan to stay active, connected, and independent.
For Families Noticing Subtle Changes
Your parents are in their late 70s and still living independently, but you've noticed small changes. Mom isn't as active and moving a little less confidently. Dad seems overwhelmed managing appointments and medications, and you're balancing your own family and career. Nothing is urgent, but you'd feel better knowing someone experienced is helping them stay ahead of what comes next.
Crestwell brings an experienced, local clinician partner into the picture to understand what's changing, organize priorities, and help your family take thoughtful action before small concerns become larger challenges.
For Couples Protecting Their Next Chapter
You've spent decades planning for a comfortable retirement. Now you're thinking about what it will take to remain in the home you love, continue traveling, stay socially connected, and enjoy the years ahead together. You may also wonder what happens if one of you begins needing more support?
Crestwell helps you evaluate your home's readiness, consider your evolving needs, and develop a thoughtful plan that protects your independence and prepares you for decisions ahead.…and to know that either of you would be all right on your own, with your wishes clear and the right professionals involved.
You may not need someone to take care of you. You may simply want an expert helping you stay independent.
Crestwell was created for individuals who may not need caregiving, but recognize the value of having an experienced professional focused on helping them remain independent. Crestwell is not home care and not traditional care management. We are a private, proactive partner, independent of any single provider, focused on keeping you strong, active and in charge of your life.
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✓ You’re active and want to stay that way. You don't need care. You want a professional looking ahead for you.
✓ You’re a couple planning your next chapter. You want to stay in the home you love — and to know either of you would be all right on your own.
✓ You may have noticed subtle changes in mobility, having new ADL difficulties, recent hospitalization, or a strained family caregiver
✓ You live on your own and value your privacy. Independence is easier to protect with the right people in your corner.
✓ You want expert guidance before a crisis, not after
✓ You want someone looking at the bigger picture beyond individual medical appointments
✓ You're an adult child, often from out of town. Your parents value their independence. You want to know they have a plan.
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✗ You require daily caregiving or 24/7 support
✗ You need home healthcare services
✗ Transportation or companionship is your main need
✗ You need someone to set up or give your medications, or you need medical, nursing or hands-on care.
The Crestwell Independence Method
A clear process. Personalized priorities. Measurable follow-through.
01
Assess
Understand your mobility, home, lifestyle, healthcare organization, support systems, and personal goals.
3
Implement
Choose the level of ongoing support you want to help move agreed priorities forward.
02
Prioritize
Every client receives a written Independence Roadmap: your priorities, the specific actions that matter, who is responsible, and when we revisit them. It covers:
Move well: strength, balance and confidence for the life you want, from golf to travel to the stairs at home
Live well: routines, connection and purpose
Navigate well: healthcare organization, appointment preparation and family communication
Plan for every chapter: your preferred care setting, your wishes, the documents that make them work, and the professionals who should be involved
4
Review & Refine
Track completed actions, emerging needs, and progress toward your goals through scheduled Independence Reviews.
A Plan Is Only Valuable When It Leads to Action.
Every Independence Assessment concludes with a personalized Independence Roadmap that identifies what matters most, what actions are recommended, who is responsible, and when each step should be addressed.
For clients who choose ongoing membership, Crestwell helps keep the roadmap moving forward through scheduled check-ins, progress tracking, coordination, and regular reviews.
You always remain in control of your goals, decisions, and level of support.
MOVE WELL
Stay strong, active, and independent.
Movement and Balance review
Fall-prevention planning
Strength & movement guidance
Functional longevity planning
Home safety review
Travel readiness support
Outcome: Greater confidence moving through daily life.
LIVE WELL
Helping you live fully—not simply age in place.
Weekly Wellness check-ins
Goal setting and accountability
Healthy habit development
Social engagement planning
Community and club introductions
Purpose-driven activity planning
Outcome: A more active and fulfilling lifestyle.
NAVIGATE WELL
Peace of mind for adult children and loved ones.
Medication safety & coordination
One accurate medication list, shared with doctor or pharmacist (with your permission)
Regular family updates
Coordination of key appointments
Health and wellness summaries
Progress tracking and communication dashboards for families and physicians (at clients approval)
Trusted advisor for questions and concerns
Outcome: Families gain greater visibility, guidance and confidence around what comes next.
PLAN WELL
Because the hardest decisions shouldn't have to be made in the hardest moments.
Life transitions planning
Your wishes for future care, documented and shared
Advance directive and power of attorney check-ins, with referral to your attorney
Family Planning Meeting
Document location map, so family knows where everything is
Outcome: Confidence that when life changes, your wishes are understood, your loved ones are prepared, and no one is left guessing.
Ongoing Partnership
Family Partnership: Connected, Informed & Confident
A Trusted Local Partner. Peace of Mind Wherever You Are.
Independence doesn't mean managing everything alone. Whether family lives nearby or across the country, staying connected and informed can make all the difference.
Crestwell provides a trusted local presence, helping clients maintain their independence while keeping loved ones informed, involved, and confident about the road ahead.
How We Support You and Your Family
Local Eyes & Ears: Scheduled in-home visits provide firsthand insight into mobility, home safety, daily routines, and evolving needs.
Clear Family Communication: Personalized updates highlight observations, completed actions, emerging concerns, and recommended next steps.
Independence Roadmap Tracking: Ongoing visibility into priorities, progress, and next steps helps ensure important details don't fall through the cracks.
Healthcare Navigation & Coordination: Support with appointment preparation, organizing recommendations, communicating with providers, and coordinating local resources.
Family Connection: Coordination of video calls and family discussions to keep everyone aligned, regardless of distance.
Your Life. Your Decisions. Your Chosen Circle of Support.
Family involvement is always guided by the client's preferences and authorization, with services tailored to the selected membership.
More clarity for families. More confidence for clients. Greater peace of mind for everyone.
SIGNATURE
"Help me stay on track." For independent adults who want an expert proactively guiding the bigger picture while they carry out the plan.
Like Susan, 72, who wants to maintain her strength, stay socially connected, and feel confident about the years ahead.
Monthly authorized-family summary
Quarterly Independence Review
Guidance and accountability
Client/ family generally implements recommendations
Scheduled in-home visits
Medication list kept current and an annual check that your physician or pharmacist has reviewed everything together
PREMIER
"Help me manage the moving pieces." Everything in Signature, with Crestwell coordinating providers, appointments, resources, and following through.
Like Robert, 78, who values independence while his daughter, living out of state, appreciates knowing someone is keeping the bigger picture connected.
Enhanced family updates based on agreed needs
Monthly Independence Management Review
Active coordination and follow-through
More frequent scheduled in-home visits
Coordination of your pharmacist review and sharing your medication list with your providers (with authorization); annual Family Planning Meeting
Retirement deserves a strategy - not just financially, but physically, socially, and cognitively.
Research consistently shows that maintaining mobility and meaningful social connection are among the strongest predictors of long-term independence and longevity.
The U.S. healthcare system is designed to treat disease, not to preserve decades of healthy independent living. The goal following retirement isn't simply to live longer—it's to remain strong enough to enjoy the years you've earned.
Most aging services step in after a crisis.
Crestwell helps you stay ahead of one.
Meet the Founder
My passion for helping older adults live with independence and purpose began long before Crestwell.
Over the past 20+ years, I've had the privilege of serving in healthcare as both a physical therapist and a healthcare executive—giving me a perspective that spans from the bedside to the boardroom. Working directly with patients and later partnering with health systems across the country showed me that, even with excellent medical care, many older adults experience a gradual decline in independence because the everyday factors that shape quality of life—strength, mobility, daily routines, social connection, and proactive planning—often don't receive the consistent attention they deserve. That realization became the foundation for Crestwell.
My understanding is also deeply personal. Like many families, I have walked alongside aging parents and loved ones and experienced firsthand the challenges that come with balancing concern for those we love while managing the demands of everyday life.
What is clear is that many aging adults don't need caregiving—they need guidance. They need a trusted partner focused on helping them remain active, engaged, and independent before challenges become crises.
Crestwell was designed to help clients preserve independence, confidence, and quality of life through personalized mobility guidance, lifestyle support, and proactive partnership. At the same time, it provides families with peace of mind knowing a trusted professional is helping oversee the journey.
I believe aging well is about far more than avoiding illness. It's about continuing to enjoy the people, places, and experiences that make life meaningful.
Karlyn Dauplaise, MPT
Founder, CEO Crestwell Private Client Group
Noticing changes in a parent?
Our free Independence Check-In helps you sort out what you're seeing, and shows how Crestwell keeps families informed, even from out of town.
Request a Private Consultation
Let’s discuss your goals and determine whether Crestwell is the right fit for you or your loved one.
Crestwell serves a limited number of clients to ensure highly personalized attention. We typically respond to inquiries within one business day.
