Passion. Experience. Diligence.

Kathy has worked with many individuals who have found their circumstances have changed and they are no longer willing, or are now unable, to manage their daily money management. This may include review and payment of bills, bank account reconciliation, review of insurance paperwork, review of investment statements, processing insurance claims, organizing records for tax purposes, serving as Power of Attorney if requested, serving as Trustee if requested, coordination of caregivers if needed, and other tasks as requested by the client within reasonable request.

Kathy has assisted clients with many of these duties while previously having worked for an eldercare attorney. She also has done these activities for family members on a non-paid, and as needed, basis over the past 24 years. She is diligent and detail oriented. She understands the challenges in dealing with the myriad of issues for each client, and is able to assist in a professional, competent and caring manor.