As a school business administrator for 30 years, I have developed a strong professional background in fiscal accountability, budgeting and organizational skills.I have the ability to see the big picture and better organize complex and tedious tasks, making them simpler and more efficient.
I am a Certified Senior Advisor (CSA), and I am knowledgeable about aging and the critical issues that affect seniors.
The concept of Get My Ducks In A Row came about:
“When my best friend, Virginia, suffered a devastating stroke, nobody in her family knew what to do. She had always been the one who took care of all her family’s details. As Virginia’s loving family already had more than enough on their plate, they asked me to step in and help. They knew that my business background, organizational skills and ability to get things done correctly, was just what they needed.”
My company is based on the belief that my clients' needs are of the utmost importance. I am committed to meeting those needs. As a result, a high percentage of my business is from referrals.
Many referrals come from: Financial Planners, Psychologists, CPA's; Adult children who are having a hard time working with their parents or need to get control of their own budget or financial papers.
My Services Assist, Support, Help & Educate:
- Families or individuals in crisis, when there is a need to keep the day-to-day organization and money management ongoing.
- Individuals who want professional relief from paperwork.
- People who want to help a family member.
- During life changes.
I would welcome the opportunity to deliver you top notch service.
Call me at: 818-999-9963
Email: [email protected]