About Us

About Me

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This business is created due to my experience caring for aging folks. Here in the Bay Area, we are extremely busy with our jobs, kids, and social lives. We never stop running. As your parents and loved ones begin to age, you may find yourself in a very tough situation. Caring for your loved one is potentially a part-time or full-time job.

When my father was ill and began to decline, I needed to quit my job as a preschool teacher to manage his care remotely. This care included managing all his financial and health affairs, talking him through panic, getting creative with any needs he had as I did not live close by, and managing his health care and caregivers. I had very little family support. I also needed to develop a financial projection on how long he could afford to live in his home and brainstorm the next step.

He needed me by my phone when he began to panic, my voice soothing his worried mind as his Alzheimer’s progressed. My heart broke watching him decline, but I felt honored to be there for him and comfort him. There were times I wanted to quit and turn him over to a government agency, but I couldn’t bring myself to give up, as I had no idea how this would impact him.

Not everyone has the flexibility to quit their jobs, sacrifice the care of their immediate family, and may have little or no support as I did, so I created this business for you.

Fiduciary Services

Since you are here, you may already be in need.  Please call if you’re unsure if you need a fiduciary service. I’d be happy to give you some tools to help you in your current situation.  If I cannot help you, I will likely have a contact who can.  I am a California Licensed Professional Fiduciary #1047 and National Certified Guardian License #4939. I have completed my certifications as a Trustee and Conservator through CSUF.

Free Consultation

If you seek fiduciary services, feel free to book a free consultation.