History
We started out as a community property management firm. Changed to bookkeeping, Earned a degree in social services, then an MBA, then a PhD in organizational development. Worked for an attorney; worked for special needs adults of wealth; worked for family's of wealth.
Specialties
Assisting individuals. Activities of daily living. Paying bills, assist in decision making of all kinds. Do reliable research on everything from - which car to buy-to which medical physician to see- Accompany to physicians offices - to lawyers offices - to CPA' offices. Keep track of assets. One team member is well educated in business, as a MBA/M.Ed/PhD; another is a RN/Business Person. Clients, of which there have only been 6 in 25 years, are our friends, yet, we work and advocate for them, and keep that bond.