Frequently Asked Questions

Some things you Might Want to know—served with Southern grace.

Q: What exactly is Sweet Tea Summits?

A: Sweet Tea Summits is a high-touch, in-person concierge service designed to support women who are independent, single, and over 55. And who are ready to hand off some of their burdens, overwhelm, or less-than-exciting responsibilities, without giving up their freedom or dignity. We help with organizing, errands, downsizing, transitions, legacy projects, joy curation, and more—with care, warmth, respect, integrity, and, of course, southern hospitality.

Q: What is a “senior concierge” service?

A: Having a senior concierge is like having an executive assistant, personal assistant, project manager, rent-a-kid, rent-a-husband, and trusted companion all rolled into one person (or in our case, a couple)! We do a little bit of a lot of different things, ranging from the small and mundane to the daunting and overwhelming, all with one objective at the forefront of our mind–to help you create environments that encourage and inspire you to Curate Your Time, Cultivate More Joy, and Savor the Sweetness of Aging…Unhindered.

Q: How is this different from home care or a caregiver?

A: Unlike medical home care, we do not provide nursing or personal hygiene assistance. We do not provide house cleaning, average daily errands, or transportation services.

Q: Who do you serve?

A: We serve independent women over 55+, who are experiencing life transitions–widowed, divorced, downsizing, aging in place, or simply managing life solo. Our clients are capable and active, but also recognize that some things have become harder, less enjoyable, or more than they desire to juggle alone. But mostly, our clients are women who aren’t willing to age as the world wants but are determined to age on their own terms.

We also serve the adult children of these women, many of whom live far away and are looking for a trusted, local partner to help support their loved one. We offer floral and gift delivery, well-visit tea time check-ins, and professional family member services for those emergent times when they can’t be there physically.

Q: Do you offer medical or personal care services?

A: No, we do not provide any medical, hygiene, or in-home personal care services. Our support is non-medical and is not designed to help with daily living activities.

Q: I’m on a fixed budget—is this affordable?

A: We offer flexible packages and hourly options to accommodate various budgets. During a free consultation, we’ll discuss your needs and outline a cost-effective plan. Many clients are pleasantly surprised by how accessible concierge services can be, especially considering the value and peace of mind they receive.

Q: Do I have to commit to a regular schedule?

A: Not at all. You can use our services as much or as little as you need. Some services are only offered through a monthly subscription to ensure we can provide the best and most reliable service for all of our clients. Some clients schedule help once a week, others call us for one-off tasks or special occasions. We’re very flexible—whether you want access to a variety of ongoing supports or just occasional assistance, we’re happy to accommodate your needs to the best of our ability. Customized and personalized service is kind of our specialty.

Q: What kinds of services do you offer?

A: We offer a wide menu of transition, lifestyle, and story legacy concierge services, including but not limited to:

• Organizing and decluttering

• Downsizing and relocation support

• Errands and appointment coordination

• Tech help (phones, email, streaming, etc.)

• Legacy and heirloom storytelling and documentation

• Life transition coaching

• Home Away- Home Watch services

• Curated Fun!

• Companion Travel

Our concierge services are tailored to fit each client’s unique needs. If you have a need that is not mentioned in our service list, please don’t hesitate to ask. If it doesn’t require a specific professional license or break any of the Ten Commandments, we can usually find a way to help!

Q: How does scheduling work?

A: Initial consultation appointments can be booked online through our user-friendly booking system. You may choose to call or email us to set a time to connect.

Q: Do you offer packages or just hourly appointments?

A: We offer flexible payment options:

• Hourly Appointments – Great for one-time tasks or shorter projects

• Day Rates – For full-day needs, including multi-step projects

• Monthly Concierge Packages – For clients who want consistent support each month

• Block of Hours – Ideal for large jobs or transitions without ongoing commitment

• Project-Based –We don’t like the nickel and dime approach, so you can trust we won’t subject you to it either.

• Gift Certificates

Q: What areas do you serve?

A: Sweet Tea Summits is based in Davidson, NC. Our immediate daily service area extends up to 50 miles in all directions from the center of Davidson. This being said, for some of our larger service offerings, we are able to proudly serve seniors throughout the U.S. We are locally rooted but designed with a personal, hands-on approach, no matter where our clients call home. We go where we are needed!

(If you’d like to see if we serve your area, just reach out—we’d love to chat!) As the saying goes. The answer is always “No” until someone asks the question.

Q: How do adult children stay informed if they live out of town?

A: A significant driving factor in our founding Sweet Tea Summits is that we, too, have aging aunts and mamas who live out of our reach. So we understand the worry and guilt that come with the inability to be in multiple places at once. It’s so challenging when our hearts and realities can’t find agreement. This is why we go out of our way to provide regular updates to family members (while also taking care to respect our client’s wishes) through email, phone, or text—whatever works best for our client and their family. Whether it’s photos, project check-ins, or just a friendly update, we keep family in the loop so you can feel confident your loved one is cared for and supported. Note: We only offer information that is authorized by our client. Our client is the one who pays us for our service, yes, but our client is also the senior we serve. Privacy is respected!

Q: Is this service safe and trustworthy?

A: Absolutely. You will come to learn that Jody and I are fiercely protective of people, but in particular of our elders. We have both completed legal background checks, including being fingerprinted. We are working dillignetly to fulfill the requirements of a wide array of credible and vetted industry certifications. We are members of NASMM. Jody is CAPS certified. In Nov of 2025, Laura is taking her CSA certification exam. We operate with absolute integrity, faith, transparency, and the kind of respect you, hopefully, expect from your own trusted family members. We are fully insured, personally vetted, and handle each home, memory, client, and family with reverence and discretion.

Q: What happens if I need to cancel or reschedule?

A: We understand that life happens. We simply ask that for hourly and full-day bookings, you provide at least a 24-hour notice for cancellations or changes. For all other services, we require a 48 notice. Cancellations made without a qualifying notice are subject to cancellation fees to help us honor our team’s time. Cancellation policy available [here].

11. Do you provide transportation or rideshare services?

A: This is a service we hope to provide in the near future through our “Coming Soon” sister company. However, at this time, we cannot provide or offer these services. We can accompany you in a third-party, hired car service, or we can meet you at specified locations.

Q: How do I get started or learn more?

A: Simply reach out! You can schedule a call for a free consultation or send us a message through our contact form. We’ll discuss your needs, answer all your questions, and create a personalized plan for you. There’s no pressure—just an opportunity to see how we can make your life easier.