Testimonials
I ALWAYS ENJOY THE VISITS
“The people are wonderfully talented and have great personalities. I always enjoy your visit. Thank you for ALL you do for me! Their services are well worth it. I appreciate how they look out for me.”
INTEGRITY AND PROFESSIONALISM
“Barbara is able to easily explain complex concepts, she understands the senior care world, and she truly cares about her clients. All that, in addition to her integrity and professionalism, makes her an outstanding Daily Money Manager who is able to offer the right services for seniors.”
I COULD NEVER DO WHAT SHE IS DOING!
“Marian is a godsend! I could never do what she is doing – it has caused me so much anxiety for many months! I appreciate all she is doing for me and the great help she is! I just wish Dan had told me about you all earlier – it would have saved me a tremendous amount of sleepless nights!”
I have worked with Barbara for several years on a case with some unique dynamics and challenges. Never has Barbara shied away from what others in her position may have. She is responsive, intelligent, and a great partner. Always putting the client first and willing to do whatever it takes, there have been times when I’ve had to ask for help with more than her “job description” might imply. She never resisted or hesitated to step into the situation and do what was needed. She is a great asset to all she works with!
Thank you Barbara for bringing order to a chaotic situation and managing to do so with grace, kindness, and compassion for my overwhelmed client. Barbara is caring and thorough, able to navigate daily money management, long term care policy claims, review of financial flow, all while developing a trusting and dignified relationship. Barbara’s communication skills and caring heart are exceptional, unique, and much appreciated.