phone: 760.944.3777 | cell: 858.967.3580
In 1999, after 20 successful years in public accounting and corporate management as a CPA, it was time for a change. I left my position as a Corporate Vice President of Finance and Operations to fulfill my desire to help people with Long Term Care Planning, a need I saw first-hand in my own family.
Three of my grandparents needed long term care. My father’s parents had no savings and lived out their final days in a MediCal Skilled Nursing Facility. Visiting them there made a lasting impression upon me as a young child, and I also saw how emotionally difficult it was for my father, who was just starting his teaching career, had a young family, and did not have the funds or time to improve his parent’s situation.
Many years later, my maternal grandmother needed long term care at age 90. As the CPA in the family, it was my job to review her financial situation and determine the best course of action, so that Grandma Jane would not run out funds. I learned first-hand that, without a Long Term Care plan in place, financial considerations become the first priority and quality of life preferences come second.
Through these experiences I became passionate about helping families and individuals talk about and plan for long term care. It is a situation that affects almost every family at some time, so please let me help you find the best plan for quality care that makes the most sense for your – and your family’s – financial situation and lifestyle.