301.538.8764 •


Barbara, you are indeed a remarkably talented person. What an enormous amount of work you’ve done. For my mother to trust someone is very, very rare. We thank you many times over. Your integrity and diligence is not easy to find.”

~ P.D., New York, NY

Barbara has been working with us for the past year to assist in managing our mother’s bills and support for keeping her day-to-day affairs in order. In addition to being a consummate professional in regard to expenses and oversight of her cash flow, Barbara also provides input each month of observations of the household, input about nursing support and condition of our mother. She had developed a trusting and kind friendship with our Mom, a frail senior, with a depth and understanding that just adds value to Barbara’s excellent financial and management skills. We trust and respect her and would recommend her unconditionally.”

~ Rona R. Alameda, CA

We live so far away and it is such a comfort to know that Barbara is here in Maryland, working with our mom. She pays her bills, files her taxes and monitors her checkbook. Thank you for keeping us up-to-date with everything – we feel so relieved now.”

~ Daughter from LA

Thank you for helping my dad and mom with their finances. You have helped keep my dad on track with his monthly bills as well as year-end taxes. Your close attention to detail and patience on the phone, has helped them recover money from their long-term care insurance. This would not have gotten done without you! You have been a god-send to our family since we live so far away.”

~ Daughter, San Diego, CA

Barbara, We both thank you for your help with our health care reimbursements. It is such a relief to have ‘everything in order’ and to know you have saved us thousands of dollars in money we would not have otherwise recovered. We will be sure to recommend you to our friends.”

~ Mr. & Mrs. J.P., Silver Spring, MD

I was very overwhelmed until I hired Barbara. She manages all my paperwork and relieves me of that stress. I am able to focus on my health, my husband’s care and other things that are important at my age.

~ M.F., Silver Spring, MD