— ABOUT & WHO WE SERVE
The one relationship that holds all of it.
Act III is an aging navigation™ practice. We start by understanding where you want your life to ultimately land, then build backward from there, so every decision along the way, from healthcare to legal to financial to housing, is actually moving you toward that outcome instead of reacting to whatever comes next.
OUR PHILOSOPHY
Most of this field plans forward.
We do the opposite.
We start at the outcome, where you want your life to be, and reverse-engineer the plan from there. It’s the difference between a roadmap and a series of fire drills.
You stay in control of what that picture looks like. Our job is to make sure the path actually gets you there.
HOW IT WORKS
Planning. Advocacy. Peace of mind.
Planning
We start at the outcome you want, then reverse-engineer every document and decision to get there.
Advocacy
A steady point of contact and ongoing coordination across every provider and moving piece.
Peace of Mind
A documented plan, clear roles, and the relief of knowing someone already knows what you wanted.
WHAT MAKES US DIFFERENT
Not just a fiduciary. Not just a care manager. Not going it alone.
We reverse-engineer the plan
We start from where you want your life to be and work backward, so today’s decisions actually serve that outcome.
A credential set that flexes
From light advisory guidance to legally appointed decision-maker, we can meet the moment as it changes.
Coverage across the whole continuum
Health, housing, legal, financial, benefits, and purpose, held together instead of scattered across vendors.
Safeguards built in from day one
Real protections against elder abuse and isolation, structured into the relationship from the start.
We’re not the right fit for a single transaction — just a will, just a placement, just a one-time consult. We’re built for an ongoing relationship, and we’re at our best with people who want a long-term partner.
THE PEOPLE BEHIND THE PRACTICE
Two navigators, one standard of care.
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![A close-up portrait of a smiling man with short gray hair, dressed in a dark suit and white shirt, against a dark background.]()
Patrick McCleary
FOUNDER
Patrick founded Act III to help solo agers, caregivers, and families navigate the emotional, legal, and logistical realities of aging, caregiving, and end-of-life transitions. Drawing on three decades of enterprise risk, governance, and fiduciary leadership at Citi and JPMorgan Chase, he brings a rare blend of institutional rigor and human-centered care to independent trustee, executor, and guardian services, transition coaching, and legacy planning.
He is an End-of-Life Doula, Hoffman Process graduate, and Birren Guided Autobiography Instructor, and holds a Navigating Change and Life Transitions Professional Certificate. Patrick is currently pursuing a Master of Science in Leadership and Organizational Development at UT Dallas, alongside his ICF coaching certification. He serves clients locally in Dallas–Fort Worth and virtually nationwide.
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![A digital portrait placeholder with a green background and text reading 'Portrait of Dana Collie'.]()
Dana Collie
PARTNER
Dana combines more than 30 years of experience in human services, psychology, and systems leadership with a master’s degree in School Psychology and End-of-Life Doula training to guide individuals and families through the transitions of aging, caregiving, and legacy planning.
Her expertise lies in translating complex personal, family, and care decisions into clear, practical pathways that align with each client’s values, priorities, and vision for the future, bringing clarity, confidence, and peace of mind to every step of the journey.
WHO WE SERVE
Built for people who
value their independence.
Solo Agers
Independence works best with a plan behind it: someone who knows who makes the call, who's informed, and what you'd want — decided now, not figured out later.
This isn’t about giving up control. It’s how you keep it: independence, paired with a trusted guide for whatever is ahead.
Families & Caregivers
Most families start planning after something urgent happens. We help you start before that — so you're not carrying it alone.
Start a conversation →Professionals & Organizations
When you refer a client, your reputation is on the line. Your client stays your client. Bringing Act III in reduces your risk and keeps you in the loop, rather than handing the relationship off.
For professionals & referral partners →— WHAT WE DO
One relationship, the whole continuum.
Discovery & Future Design Package
A one-time deep dive that maps where you want life to land, then reverse-engineers the plan to get there: documents, decisions, housing, care, and legacy, all in one place.
Guided Living & Care Navigation
Ongoing, hands-on coordination across health, housing, daily living, and purpose, with one steady point of contact so nothing falls through the cracks as circumstances change.
Executive-Style Advisory
Higher-level strategy for complex situations: leading family conferences and coordinating attorneys, advisors, and clinicians so decisions get made with the right people at the table.
Education & Speaking
Keynotes, workshops, and staff training on aging literacy, elder-abuse preventation and detection, and trauma-informed communication for organizations and community groups.
IN THEIR WORDS
Peace of mind, put into words.
For the first time since my husband passed, I’m not lying awake wondering who would step in. Someone finally has the whole picture.
When Mom was hospitalized, Act III already knew her wishes. We made decisions from a plan instead of panicking in a hallway.
I refer clients knowing they stay mine. Act III reduces my risk and keeps me in the loop instead of taking over.
START A CONVERSATION
Let’s put a hand on the wheel, together.
Book an introductory call, or take the free Aging Readiness™ Scan to see where you stand today.