I am a Certified Senior Advisor (CSA). I utilize my professional background in fiscal accountability, budgeting and organization to help others simplify their fiscal organization.
My goal is to help facilitate each client to be able to remain fiscally fit and independent. I see the big picture and create the necessary steps to ensure a workable, individually tailored system. My services can be short term or ongoing.
I work with individuals who need help managing day-to-day financial transactions; organizing important documents; want to simplify papers & bills. I help clients create and maintain a budget & build a fund reserve if not already established.
My services help provide support and oversight during life changes, in times of crisis and to help the client to maintain their independence.
MAPS Charities - Board Member
Valley Senior Resource Network
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