As a Certified Professional Daily Money Manager(R) and a Certified Senior Advisor (CSA)(R), I am uniquely qualified to help seniors and their adult children navigate the different phases of life. From downsizing the family home to moving into assisted living, I have been providing compassionate assistance to numerous families since 1995.
Right-Sizing and Move Management
As a Certified Senior Advisor and a Professional Organizer, I bring 20+ years experience to the process of Right-sizing. I offer hands-on clutter counseling, sorting, purging, and removal. For those moving, I can organize and stage the home for a quick sale. After the sale, I can assist by helping to determine what will be appropriate for the new home environment. I have also helped with unpacking possessions and will purchase, deliver and set up necessities for a new household. I also offer safety assessments and solutions designed to improve mobility, as well as prevent falls, fires, and other security risks.
Paper Management / Daily Money Management
Paper, Paper Everywhere! Another common issue many seniors face and one I have expertise in is paper management. From setting up and maintaining custom filing systems for important estate/financial/tax documents to paying bills online I help make paper/money management easier. I have set up numerous clients on online bill pay and taught them how to use it. I am an expert at Quicken and creating and tracking budgets, medical bills and reimbursements. I also work with other professionals regarding legal, financial or insurance needs. My services include Notary services, auditing current service providers, end of the year tax preparation for an accountant, and assist with end of life planning.