Certified Senior Advisor

Who I work with

Seniors and disabled individuals, their family, and support team. I also work closely with health care providers.

What I do

I am an advocate, companion, and friend for individuals that do not have family, children, or a local support team. As a “surrogate daughter” I can accompany clients to doctor appointments and assist them in following and developing a healthful and manageable plan of care.

Services are customized to the needs of my client, but may include:

  • Assistance with bill payment & correspondence
  • Liaison with Health Care Professionals
  • Shopping assistance
  • Social & Recreational Activities
  • Work & Living Space Organization

My greatest joy comes from helping my clients “open the window of their life” back up.

How I got here

After 12 years of personally caring for my own family members and working with Seniors  through my company Assisted Services, I heard about the Society of Certified Senior Advisors. I felt aligned with their mission of working with Seniors and their families both honestly and ethically.

I can help with the following:

  • Advance Directives
  • Alzheimer’s Care
  • Dementia Care
  • Chronic Illnesses
  • Financial & Estate Planning / Tax Planning
  • Grief & Loss / Funeral Planning
  • Health, Nutrition & Fitness
  • Long-Term Care
  • Medicare Planning
  • Principles, Social Aspects, and Trends in Aging
  • Senior Housing
  • Social Security & Taxes
  • Spirituality & Community Resources
  • Transition & Relocation Advice