About Us
My work is to be a problem solver and advocate for people, old and young, in all things related to healthcare, social services, personal finances, legal planning, budgeting, debt resolution and care management. Often I say I am a "life manager" and serve as a personal concierge.
The products and services we offer
Products & Services
I work with individuals and families to assess current concerns and needs, determine various options to help solve the concerns, work collaborative...
I work together with clients to ensure routine bills are paid on time and debts are resolved as quickly as possible keeping to an agreed upon spend...
One of my most enjoyable experiences is working with a family and their aging loved ones to write a family legacy story and capture pictures of pri...
Recommendations Given (3)
"Amber knows her stuff! She has helped a number of my clients sort through the maze of Medicare..."
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"Amber knows her stuff! She has helped a number of my clients sort through the maze of Medicare supplemental plans and always works to better the client's position. I love her erhics, professionalism and caring spirit that she brings to all she does."
"Marc is supporting older homeowners in staying in their homes through a reverse mortgage. That..."
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"Marc is supporting older homeowners in staying in their homes through a reverse mortgage. That can be the answer to a lot of concerns facing older adults."
Recent Activity
Biggest challenge...not freaking out over being on my own!! The real challenge was getting myself out there and finding clients. It's hard to market, serve clients, handle paperwork, answer the phone, etc etc etc.
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Biggest challenge...not freaking out over being on my own!! The real challenge was getting myself out there and finding clients. It's hard to market, serve clients, handle paperwork, answer the phone, etc etc etc.
I so agree what others have written. Letting customers know you value them....wow! What an idea! I love handwritten thank you notes...so few do that anymore. Listen...and then let them know you listened!! If you can't help them, tell them and give them other ideas as to where to go to resolve...
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I so agree what others have written. Letting customers know you value them....wow! What an idea! I love handwritten thank you notes...so few do that anymore. Listen...and then let them know you listened!! If you can't help them, tell them and give them other ideas as to where to go to resolve their problem. So glad to see so many fellow business owners who think about these things...and act on them!