As a CPA, Consultant, Certified Estate Planner, and family caregiver, I know the importance of plotting a clear path while supporting and protecting you and your family. Because I understand firsthand the challenges and concerns that can arise, I’ve learned the importance of planning, not only for the short term but for the road ahead. I know how support for my family has made all of the difference in the world and I want to be there for you and your family.
We all know we need to plan as we or our loved ones get older, and the possibility of being frail or needing assistance is very real. During our most vulnerable times of life, I believe that all still deserve and have earned the right to be respected, preserving dignity, independence and the right to choose. Even if one needs assistance or support – their voice still needs to be heard – and respected – and I will be the advocate if necessary!
Planning isn’t just for elders – even at a younger age you need to plan for the future to live the lifestyle you want and achieve your goals, while protecting yourself and your families.
Are you uncertain about how to close the gap between setting your goals and achieving them? I collaborate closely with you to plot a clear path and share in your vision, advocate for you when you need the support, and educate you to understand the options, processes and plans we put into place, so you can become self-sufficient so that you’re empowered to make better and more informed decisions into the future. But when you need me, I’ll be there for you both now and well into the future! I believe in open and full communication where no question is too insignificant or too unrelated to be asked or discussed. With a “can-do” attitude, there’s no limit to the potentiality of success.
Some of my services include:
- Assess individual client needs and facilitate resolution/solutions
- Facilitate family meetings for financial and estate planning
- Recommend, implement and administer estate and gift planning
- Family gift planning program
- College Planning
- Business succession planning
- Estate and trust administration
- Charitable giving program
- Retirement plan options
- Coordinate with other members of your professional service team (attorneys, investment advisors, insurance advisors, etc.)