The Expertise to Guide You
I help you realize your dream elder life. Save money, save time and avoid costly mistakes with a flexible elder life plan that reflects your wants and needs - not a cookie cutter approach. My services ensure that you:
- Save Money--I Know How to Get You Services for Less
- Save Time--Use my Checklists so No Detail is Missed
- Stay in Control and in Your Home
- Team With Providers that Meet Your Specific Needs
- Use Every Senior Benefit and Free Service Available
- Avoid the Costly and Tragic Pitfalls of Trying to Do It Yourself
- Mediate Family Differences to Get Everyone to "Yes"
I am an attorney with 17 years experience in estates, family planning and litigation.
I also worked for ten years in health sciences research and hands-on emergency care.
I have cared for my Alzheimer's afflicted mother and 92 year old father for years.
My collaborative planning approach ensures that your needs are met.
The Compassion to Help You Succeed
I understand that one solution does not fit every situation.
Using my cost effective checklists, questionnaires and interviews, I learn your needs and preferences.
Together we tailor a plan that maximizes your independence, control and dignity.
My Services Include
Helping You Plan
Imagine the security and comfort of a well considered, flexible vision of your life ahead.
With you and your loved ones working together to realize your goals and overcome obstacles.
Many people patch a plan together "crisis by crisis."
My comprehensive checklists make it easy to avoid this.
Draw on my knowledge of how it works and avoid the common pitfalls.
Investigating Your Options
I do the hard-nosed investigation.
You choose how to proceed.
I am not affiliated with any service or facility and do not accept commissions.
I am your advocate.
My objective, professional advice saves you money, time and stress.
Managing Your Plan
Even a well designed plan needs someone to manage it.
I will manage the details, including:
- annual Medicare part D elections
- financial, tax and insurance updates
- health provider oversight
- health appointments
- monthly bill payments.
I handle the details and keep you informed. So you can enjoy your life.