Hello
There have been times in my life where I've witnessed family or friends struggle with gathering documentation or planning for a loved one's care or final wishes. It seems like such as distraction at a time when the loved one should be the primary focus.
From hearing of my daughter's struggles to reconstruct all of their life's documentation after a house fire, to seeing my husband spend hours finding and gathering information and documents for his father's Medicare application, you never know how important those files and piles of paperwork can be until the time comes.
It seems as we enter this third phase of life, it becomes critical that our affairs are in order. It can be overwhelming to think about it all, and to talk it through with trusted contacts to make sure everyone is on the same page.
That's where I can help. I want to be that un-biased third party to help organize, document, support decisions, prepare plans and take the burden away so that this phase of life is easier on everyone.
My Background
It is important to know who you are trusting with your personal information and property, so feel free to ask any questions you might have.
My career has been focused on banking and technology for the past 40 years. I have been trained in, and understand the importance of keeping information private and secure. It's been the way I've operated consistently during my work life.
I've also spent a few years as a holistic health coach, helping folks manage their health through a combination of lifestyle changes. This experience has sharpened my skills in change management and stress reduction.
In addition to my work experience, I am a great listener, and a patient supporter, who will handle your personal affairs with empathy and compassion. Ideally, I'm able to take some pressure off you and your family so that you can spend time together on the things that matter most.
And to be sure that you are protected, I maintain a Dishonesty Bond as well as Professional and General Liability Insurance. Policy binders are available for inspection upon request.