About Us

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The confidence to follow my purpose in life, is reinforced by my faith and family!

These two foundations have guided me in providing comprehensive service to my financial clientele, beyond their investment or insurance needs.  I found my passion in caring about and assisting my clients in the "above and beyond" space and have been doing so for years.  Going 'above and beyond' to help them navigate life's transitions and passages.

I am now extending my services to all those with a need for a "Caring Hand" to help guide them in the next phase of their journey in transitioning from independence, to requiring assistance or from becoming a widow/widower.

My purpose was validated when becoming the Caregiver for my husband, Carl, and eventually a 'younger' widow.  I realized, I have valuable experiences and insights to share. Life is not to waste valuable moments on high stress, emotions and uncertainty.  This became my awakening. Bringing clarity to finding my life's purpose and embracing it!

My combined professional skills in building client relationships and my life experiences culminated to provide my ability to listen, empathize, organize and optimize solutions for individuals and families with the aim to reduce their stress and give back valuable time to be present in their own lives, as a spouse, daughter, son or trusted loved one.

I can assist you in navigating the systems such as healthcare, retirement living and estate plan organization through my professional guidance and with a network of trusted, professional affiliates and partners.  This invariably eases the lifestyle transition such as transitioning as a widow/widower, aging-in-place, moving to a retirement residence or to a long term care home.

Providing a "Caring Hand" to others allows me to live my life with purpose!