Appointment date / time

Actual Concierge (Mary or Kimberly)

Household members and ages

Current healthcare arrangement

Likes, dislikes, and gaps

Current holistic services: who, frequency, and cash cost

Approx. holistic care spend per month

Higher-spend months / notes

Wish list and what Mom would do for herself

What is stopping or postponing care?

Natural-wellness products / brands / current YL status

Approx. natural-wellness product spend per month

Larger medical needs arrangement

Reflect-back summary / biggest priority

Education pathway / official materials provided

Questions to verify / next step / follow-up date