Golden Guidance Bay Area — Personal & Financial Organizer

Services

How I Can Help

Manage and organize paperwork and mail
Review and manage correspondence
Reconcile bank accounts, credit cards, and billing statements
Ensure bills are paid on time / Bill pay and management
Process and track deposits
Streamline and maintain electronic accounting systems
Assistance communicating with insurance companies and financial institutions
Organizing insurance policies (health, home, auto, life)
Preparing paperwork and questions for calls or appointments
Support with claims and follow-up documentation
Develop, organize, and maintain efficient filing systems (digital and physical)
Complete insurance and medical forms
Provide project management support for personal and financial matters
Compile and organize documentation for tax preparation
Prepare detailed income and expense reports
Legacy planning and documentation
Serve as liaison with accountants, attorneys, and financial advisors
Monitor accounts and implement safeguards to help prevent financial exploitation and scams

How I Work

Provide patient, respectful, and judgment-free support tailored to each client's needs
Offer primarily in-home services, with virtual and hybrid options available
Ensure strict confidentiality in handling all sensitive personal and financial information
Obtain client authorization prior to any third-party communications
Deliver services on an hourly basis with clearly defined scope and full transparency
Support life transitions—including widowhood, downsizing, cognitive changes, and moves to higher levels of care—with compassion, empathy, and understanding
Champion client autonomy while implementing appropriate safeguards for protection

My Story

Since 2008, I've supported family and friends in managing finances, helping with paying bills, and preparing for major life transitions. After losing my father in 2022, I saw firsthand the level of support my mother needed to navigate everyday personal and financial tasks, which inspired me to help more individuals who may be in similar situations.

I am trustworthy, detail-oriented, compassionate, and organized, and I have found that simply having someone on your side - and by your side - can make a world of difference.

A little more about me...

My husband and I have two teenage boys. We love cheering them on at their many sporting events. When I'm not on the sidelines, you'll usually find me spending my free time with family and friends, traveling, skiing, hiking, cooking or relaxing at the beach. I love listening to audio books and being part of a book club. I have always been very involved in my kids' schools, volunteering in the classroom and serving on the PTA and Sports Boosters boards. I was raised in Marin County and feel incredibly grateful that our boys are getting to grow up here as well. I attended UC Santa Barbara and had the opportunity to study abroad in Göttingen, Germany for a semester - an incredible experience! I am a proud older sister and very close with my sister, brother-in-law, and my two amazing nephews. Professionally, I've worked in a variety of settings, including insurance, corporate retail, and legal recruiting. A fun fact about me - I am tall, 5'11", and am the shortest person in my family!