Why did you start your business?

My first career was in long term care, and it occurred to me that seniors weren’t being given the help or advice that they needed.  They tended to be a neglected and underserved segment of the community and I wanted to change that.  This led me to make a career change more than 22 years ago and focus on sandwich generation families, caregivers, and seniors.

What are you most passionate about with your business?

I feel inspired when I have made a difference in my client’s life.  Having the ability to assist them with achieving their financial goals, which in turn, helps them lead a more “present” life makes me deeply satisfied.

What are the main services you offer in regards to working with seniors?

I practice holistic wealth management.  My background is in gerontology and finance, and incorporate wealth management into difficult conversations surrounding aging, caregiving, disease and death.

How is working with seniors different from other types of customers?

Seniors want to be respected and acknowledged.  This is no different than any other demographic, but it may be more difficult for seniors to be seen and heard.  Their concerns center on aging and isolation.  I assist in navigating the important and sometimes difficult decisions that they will have make to make ensure that they are financially prepared.  Seniors tend to be more susceptible to abuse, fraud and scams.  It is essential to provide awareness around this vulnerability by keeping in regular contact with them, which also assists in the feeling of isolation.

Do you have any advice or tips for seniors when it comes to downsizing?

It is so important to investigate your desired community to confirm that amenities are close by.

• • Where is the nearest hospital, doctor, dentist, pharmacy, and grocery?
  • Is public transportation convenient and accessible to you so if are no longer able to drive a plan is in place?
  • Are you farther away from your family, and if so, who will be helping with chores?

And realize and accept that when you move, there is likelihood that your children won’t want your possessions. Take the time to purge; you want your new home to be clutter free, and safe for mobility.