My goal is to improve the quality of life of seniors and help them maintain their independence by assisting with everyday financial affairs.
Susan founded her business in 2010 to serve older adults by removing the burden of paying bills and organizing paperwork. A Certified Senior Advisor® and certified Professional Daily Money Manager®, Susan is an experienced professional who understands the needs of seniors, as well as their families and caregivers.
Being passionate about organizing, Susan loves to bring order to anything, especially daily money management and financial paperwork. Susan strives to help seniors stay independent, secure, and in control of their personal finances. And because of her business background and work with seniors over the past 30 years, she knows who to turn to for legal, tax, and investment referrals, in addition to her many contacts in the medical and care-giving communities.
Susan is a native of Hampton Roads, Virginia and graduated from Christopher Newport University. She enjoys volunteering in her church and community.
Why Call Susan?
Susan serves seniors with the utmost integrity, fairness, and professionalism. Her patience and calm demeanor reduces the stress of her clients and their family members.
Susan is trustworthy and reliant. Financial information is kept confidential and secure, and she always acts in the best interest of her clients.
Susan works to stay current with issues affecting seniors and informed about community services and resources available.
Susan always respects clients’ rights and treats them with care and compassion, resulting in lasting relationships.
Susan refers clients to other service providers, or consults with professionals, when additional knowledge and expertise is needed.