I am very excited to introduce a new feature of the Life Transition Blog, interviews with leaders in fields serving those in transition. My hope is to help you get a better understanding of the many professions that are at your service and will help you feel less overwhelmed. If you know of a profession...Read More

During our first meeting, a recent client of mine shared her story: My husband of 59 years died recently and I’m feeling overwhelmed by day-to-day decisions. I expected to feel the emotions associated with grief, but I never expected to feel helpless. My husband took care of our financial life and I’m really at a...Read More

How do you know that your finances (or those of a loved one) are off track?  There are both obvious and more subtle signs.  Let’s run through the top reasons that clients call me for help handling their day to day finances. Piled up mail and being overwhelmed by it is the most common first sign...Read More