What Clients are Saying
When my husband passed away, I was at a loss. He had handled all the investments and major financial decisions, and I suddenly found myself facing countless unfamiliar tasks. Deborah stepped in and provided the assistance and support I so desperately needed. She helped me create a prioritized list of everything that needed to be done and then took on the research, emails, phone calls and follow-ups necessary to resolve issues that I was too overwhelmed to handle myself.
Deborah provides assistance in a calm, clear, supportive manner. No problem is too big or too small. With great compassion, understanding, intelligence, and patience, Deborah embraces each challenge and works diligently to achieve positive results.
Deborah provides a service that is truly needed in today's world, and I am deeply grateful to have found her.
— L.P.Deborah has great energy- she is patient and gentle in our discussions, but focused and remarkably effective. Rather than simply telling me what to do she asks me questions and honors my priorities and wishes.
Our work together has spanned a number of projects. She helped me get a clearer picture of my financial situation, assisted me with gathering documents and understanding drafts from my estate attorney, helped me find the motivation to organize and offload piles of stuff that I’ve been avoiding and worked with me to ensure my personal information was secure so I am not vulnerable to being defrauded (as I have been in the past). She also helped me make some changes in my home so that I feel safer living alone. I highly recommend Deborah!
—Z.M.Deborah is amazing; perhaps the most resourceful person I know. Either she will resolve your issue or find you the right person who will. Having found her, I feel like I can finally exhale.
— L.H.