It's important that we start with a free intro phone call to see if we're a good fit to work together.

If we both decide to move forward, we'll meet by Zoom (unless you prefer phone).

I'll send you any notes and important information after each session so that you can easily reference what we talked about.

If you have questions between sessions, or if you need to get in touch for an urgent matter, I do my best to respond to emails by the next day.

I might send you a short form (5-10 minutes) to complete before our first paid session. This would be foundational information so that we can get the most out of that initial session, and maximize time for Q&A.

I may also ask you to send me any important documents that we identified together.

Geriatric Care Managers (GCMs) are amazing at managing day-to-day care needs for an aging parent.

They often have previous experience in nursing, social work, or caregiving. They specialize in coordinating everyday care and health services, and might attend doctor's appointments or personally check in at home.

GCMs are a crucial part of any care team, and I often help clients find and work with them.

But they don't typically help with the entire picture. That’s where I come in.

When you're unsure how to pay for care, navigate insurance, or deal with mountains of paperwork—these are just a few examples of where I can help.

The elder care industry is fragmented and confusing. I help you put all the moving pieces together, so you and your parent can focus on living life.

If you're not sure whether you'd benefit from a Geriatric Care Manager, let’s talk about it on your free initial call.

Over the years, I've found that most families face the same core challenges, just in different combinations and intensities.

I've mapped these into a framework of six areas that I use to make sure we're not missing anything important:

Affordability & Funding: How do we pay for this? I help you find funding sources you might not know about: life insurance settlements and conversions; Medicaid/Medi-Cal eligibility; VA benefits; reverse mortgages; local organizations; and more. We'll build a realistic budget, make preparations, and get you the right specialists when necessary.

Urgent Decisions: What do we do right now? When you're facing a hospital discharge deadline or a sudden crisis, I help you prioritize, align your family quickly, and help make safe decisions under pressure.

Paperwork & Systems: What documents do we need, and how do we stay organized? I walk you through key documents, forms, and records so you're prepared for every meeting with doctors, lawyers, and agencies.

Ongoing Care & Dignity: What happens as things change? I help you plan for cognitive decline, coordinate care from a distance, and make sure your parent's wishes are honored.

Safeguarding: How do we protect them? I help you prevent financial exploitation, ensure care quality, and put protections in place before something goes wrong.

Family Cohesion: How do we get everyone on the same page? I help families establish clear roles, navigate disagreements, and communicate without falling apart.

Not every family needs deep work in all six areas. Part of my job is figuring out where to focus.

No problem. You're not committed to anything after the free call.

I fill in the crucial gaps between these and other professionals and their areas of expertise.

No, I do not provide medical, legal, tax, or investment advice. I am not a medical professional, lawyer, tax professional, or investment advisor.

For example, doctors may recommend that Mom or Dad needs care, but they may not be familiar with the documentation or assessments needed to make that care possible. Let alone with what you might need for a successful Family Medical Leave Act (FMLA) or Long-Term Care Insurance (LTCI) claim.

Attorneys possess the legal expertise and training necessary to protect parents’ legal interests. But we've all heard stories of legal malpractice, or of friends and family being overcharged for unnecessary services. It's important to choose the right attorney, with the right experience, and to know how to maximize the value of interactions with them.

The same goes for accountants, financial advisors, and other professionals. I help you find the right ones, avoid the wrong ones, ask the right questions, and avoid the common (but avoidable) pitfalls.

My qualifications prove that I've been background-checked, trained, and tested to overcome the kinds of obstacles you might face.

As a California Licensed Professional Fiduciary (CLPF), I'm licensed to professionally manage the financial and medical affairs of private individuals in California.

My status as a National Certified Guardian (NCG) means that courts and judges can trust that I know the extensive ethics and procedures to protect vulnerable older adults.

Being a Certified Senior Advisor (CSA)® proves that I'm qualified to help those 65+ (and their families) face the unique challenges of aging, with care and dignity.

Combined, they uniquely qualify me to guide, support, and empower families just like yours.

(I also hold a Bachelor of Arts, with honors, from the University of California, Davis.)

3 life-altering events:

My dad became ill, my partner's mom developed dementia, and my mom and step-dad faced a financial crisis.

Remember those statistics above, about the potential costs of caregiving? To me, those aren’t just numbers: they represent what I experienced first-hand.

My specific caregiving experiences saw me having to delay my studies and pause my career. I was unable to work for years.

A lot of that could have been avoided if someone had told me how to navigate the fragmented elder care system. I could have saved hundreds of hours of research as well as a lot of unnecessary back-and-forth between banks, doctors, lawyers, etc.

So when I was able to return to work, I decided to help others avoid that.

Every time a client or family tells me how they saved time or money, or that they're able to see their parents and kids happy again—that's what I live (and work) for.

I work for you, your parent, your family—and no one else.

If I refer you to another professional or service, know that I never accept referral fees. My referrals are made because of experience and reputation, not because I get any kickbacks.

I bill hourly; never by percentage or commission.

I'm proud of that, because it means I'm focused on who matters the most: you and your parent.

My passion lies in helping families protect against the hidden costs and challenges that come with arranging care or managing affairs for a parent.

I do have active cases as a fiduciary, but I only take on direct management work under very specific circumstances. My hourly rate applies for all matters outside of probate cases.

If you're interested in working with a Professional Fiduciary, please get in touch. I can answer questions you might have about how fiduciaries work, what they charge, and how to find them. I can also refer you to one or more fiduciaries in your area.