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Senior Transition Services

At Butterfly Guides, we offer a spectrum of integrated services designed to support seniors and their families through life transitions. Our team of licensed professionals specializes in estate planning, wealth management, social security benefit optimization, Medicare, Medicaid, insurance real estate and senior housing navigation. By working collaboratively, we ensure all aspects of your unique needs are met with expertise and compassion, providing peace of mind and a clear path forward.

Explore Our ServicesMeet Our Team
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At Butterfly Guides, our licensed professionals provide integrated support for seniors and their families through every stage of life’s transitions. Explore our core services designed to empower, protect and guide, with confidence.

Comprehensive Senior Resource Advisory Services

Estate Planning

Our experienced advisors offer tailored estate planning and wealth management solutions. We help safeguard assets, minimize taxes, and ensure your legacy aligns with your wishes, all while providing peace of mind for you and your loved ones.

Wealth Management & Social Security Optimization

Understanding your finances can feel complicated, but we’re here to help. Our experts will explain your options, help you get the most from your Social Security benefits, and work with you to build a retirement plan that fits your goals. With Butterfly Guides, you have caring guidance to help your money last—and greater peace of mind for the future.

Real Estate & Senior Housing Navigation

Butterfly Guides offers clear, step-by-step help with real estate and senior housing transitions. Our experts handle the details—whether you’re managing a home sale or looking for the right living arrangement. We listen to your needs, explain your options, and support you through every decision, making sure each move feels right for you and your family.

Insurance, Medicare Enrollment

Receive personalized, unbiased support as you explore your insurance and Medicare options. Our team helps you understand your choices, navigate enrollment, and connect with trusted local resources—so you can secure the coverage that truly fits your needs and circumstances.

Needs-Based Assessment

Perfect for seniors and families looking for foundational support and clear direction through important life transitions. This plan provides access to our team of professionals for initial assessments and actionable recommendations.

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What's Included

  • Comprehensive needs assessment
  • Personalized transition roadmap
  • Access to licensed advisors
  • Initial senior housing and care guidance
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Planning for The Future Seminars

Ideal for individuals and families who want continuous support and practical guidance at every stage of life’s transitions. Our “Planning for the Future” seminar series includes not only expert education, but also ongoing coordination and regular check-ins from our team—ensuring you have trusted partners by your side throughout the entire process.

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Plan Benefits

  • Estate Planning
  • Wealth Management
  • Social Security Optimization
  • Insurance & Medicare
  • Real Estate
  • Senior Housing Navigation
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Your Family Resource Network

At Butterfly Guides, we bring together a dedicated team of licensed professionals to provide guidance and support through every stage of senior life transitions. Our integrated approach ensures that you and your loved ones receive expert advice across estate planning, wealth management, senior housing navigation, insurance, and real estate—all in one place. Discover how our coordinated team can help you plan confidently and make informed decisions for a secure and fulfilling future.

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Monica Woodman

– Founder, Butterfly Guides
– Realtor®, Seniors Real Estate Specialist® (SRES®)
– Senior Housing Navigator
Meet Monica
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Patrice Ayling

– Co-Founder, Butterfly Guides
– Senior Housing Navigator
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Christopher P. Minotti, APMA™

– Financial Advisor,
Dattilo Wealth Management Group
Ameriprise Financial Services, LLC
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Jim Gnizak

– Licensed Insurance Agent,
HealthMarkets Insurance Agency

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Ronald J. Gogul, Esq.

– Estate Planning Attorney,
Gogul and Associates 

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Jacqueline Payne, RN, BSN

– Insurance Broker
– Registered Social Security Analyst® (RSSA®)

Recent Insights from Butterfly Guides

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Our Comprehensive Senior Advisory Services

At Butterfly Guides, we offer a holistic suite of services designed to empower seniors and their families during major life transitions. Our licensed professionals specialize in estate planning, wealth management, senior housing navigation, insurance, and real estate—all working together as an integrated team. Whether you’re seeking guidance for retirement planning, exploring housing options, or managing complex legal and financial decisions, our coordinated approach ensures that every aspect of your journey is supported with expertise and care.

Connect with Our Senior Resource Experts

Have questions about estate planning, wealth management, senior housing, insurance, or real estate for seniors? Our licensed professionals at Butterfly Guides are here to help you and your family navigate important life transitions. Let us know how we can support your needs.
Newsletter signup illustration for Butterfly Guides, featuring seniors and advisors collaborating.

Stay Informed with Butterfly Guides

Subscribe to our blog and newsletter for expert advice, resources and updates tailored for seniors and their families. Receive the latest insights on estate planning, wealth management, senior housing options, insurance solutions, and real estate guidance—all from our coordinated team of licensed professionals.