Together We Can.

Trusted Care Planning for the ones you love

Call us toll free at 877-487-8166

elderly seniors and caregivers

Laguna Beach, CA.

I wanted to thank you again for sending Maria into our home to care for our Dad over the past 9 months. It was truly amazing to see how much he enjoyed her company and assistance in his home each day. Maria really became part of our family and we are so thankful to have found such a good home care agency that provides the level of quality care we experienced. Our fears about leaving Dad alone were put at ease and we were able to enjoy the time we spent with him and know that when we left he was in safe hands. Thanks for all you did to help Dad in his last days and for the funeral flowers - that was very thoughtful of you.

All the best.


About Us

The Care Planning Institute (CPI) is committed to providing high quality, client centered, and affordable care planning services to its members to assist them to lead dignified and independent lives in the comfort and safety of their own homes or chosen place of residence. CPI helps families find and qualify for funding to pay for their care services through avenues such as the Veterans Administration, Medicaid, Life Insurance Policies, Reverse Mortgages, and more.

CPI was founded by Mark and Kristy Dunning. Mark and Kristy each have a Bachelor Degree of Science in Public Health from Brigham Young University (BYU) with minors in Gerontology and Sociology. Mark also has a Master’s of Public Administration (MPA) from BYU’s Marriott Business School. Both Mark and Kristy are Certified Senior Care Managers and are members of the American Geriatrics Society and Gerontology Society of America.

In 2005, after working in the Fortune 500 Corporate Healthcare world in various sales and operations management roles, Mark and Kristy decided they would like to own their own business in the growing senior care industry. Mark and Kristy created and launched their own successful home care agency dedicated to helping seniors stay at home (or chosen place of residence) in their local community of Irvine, Southern California.

In August 2013, Mark and Kristy founded the Care Planning Institute with a sole purpose of providing education and consulting to seniors about their senior care options and finding the funds to pay for them. The mission of the Care Planning Institute is to give seniors (and their family members) the knowledge they need to make informed choices about their care that will allow them to live as independently as possible for as long as possible – within their budget. For more information on how you can become a member of the Care Planning Institute and recieve access to all of our member services please contact us at the number above today!

executive staff“Thanks for stopping by and visiting our website. At 41 years old, I have seen the need for senior care services with my own grandparents and know that my parents have already told me that when the time comes they want to remain at home rather than going to a nursing home.

I have seen first-hand how quality care services can allow seniors to remain independent for as long as possible and we are committed to providing non-medical care services to seniors across all of North America. Feel free to call us anytime to discuss your family member’s care needs!”

Best Regards,

Our Mission

“To enable seniors to live healthily and with dignity in their chosen place of residence.”

Our mission will be achieved through the application of our core values, which include:

Comfort – keeping our client’s health, safety, quality of life and well-being are central in the design and delivery of services;

Affection – treating and interacting our clients with love, dignity, compassion and empathy,

Respect – showing respect for all cultures, religions, ethnicities; sexual orientation, ages, gender and disabilities;

Integrity – treating our clients with honesty and integrity while recognizing and maintaining confidentiality of client information;

Nurture – nurturing our clients for their optimum independence, security and privacy;

Generosity – provide our clients an unselfish good hearted staff who are generous with their care and compassion.

Contact Us Today! 1-877-487-8166

Jacksonville, Florida

I want to take the opportunity to let you know how grateful we are that we met up with your company. What a treat to work with you guys are! We have really enjoyed getting to know you guys over the past two years and will definitely stop by and say hello when we are back in town again! Thanks for taking such good care of our Mom. You don't know how much weight that took off of our shoulders - to know she was in safe hands when we couldn't be there. Alvira is an amazing person and we feel so lucky to have been able to have her care for Mom for the entire two years! I don't know how you guys do all that you do and keep such a bright attitude - as I know Mom wasn't the easiest of people to be around with her disease and all - but we sure do appreciate everything you did for her and the lengths you went to in order to keep everyone in the loop. We wish you all the best with your company on-going and look forward to seeing you again soon!


Joan & April

homecare and hospice npda private duty homecare association