Every situation is different. Some people are planning ahead, while others are facing decisions that can't wait.

I take the time to understand your goals, priorities, and concerns, helping you evaluate your options and develop a practical plan that reflects what matters most to you.

Planning & Guidance

Thoughtful planning for the life you want to live.

Where and how do you want to live in the years ahead? Is your current home still the right fit? What changes might help you maintain your independence, safety, and quality of life?

Together, we'll explore your goals, consider your housing and lifestyle options, and evaluate practical and financial considerations. I'll help you identify resources, understand trade-offs, and develop a personalized roadmap for the future.

Whether you're planning years ahead or facing an immediate decision, my role is to help you make choices that support your well-being, independence, and peace of mind.

Senior Living Selection

Finding the right community for your needs, lifestyle, and budget.

Choosing a senior living community is about much more than finding a place to live. It's about finding an environment where you or your loved one can feel comfortable, connected, supported, and at home.

I help individuals and families understand their options, identify suitable communities, evaluate costs and services, and navigate the selection process.

From identifying priorities and arranging tours to comparing communities and asking the important questions, I provide personalized guidance to help you make a confident, informed decision.

My goal isn't simply to help you find a community. It's to help you determine whether senior living is the right choice and, if so, find the right fit.

Estate Downsizing

Thoughtful support for the belongings, memories, and decisions that matter.

Sorting through a lifetime of possessions can be both physically and emotionally overwhelming, especially when preparing a home for sale, settling an estate, or helping a loved one transition to a different living situation.

I help individuals and families develop an organized, manageable plan for deciding what to keep, gift, donate, sell, or let go.

From organizing important belongings and coordinating with trusted estate professionals to helping families work through difficult decisions, I bring sensitivity, structure, and practical guidance to the process.

The goal is to honor what matters while making the work ahead more manageable.

After careers with companies including Charles Schwab, Gap Inc., and JP Morgan, I spent many years helping my own family navigate aging, illness, housing decisions, and estate transitions.

Those experiences gave me a deep appreciation for the emotional, practical, and financial complexities families face as their needs and circumstances change.

I founded Heart Centered Transitions to offer the kind of support I valued during my own family's journey: thoughtful guidance, careful planning, compassionate listening, and someone who could help make sense of difficult decisions.

My background in financial services, strategic planning, and problem-solving informs my approach. I believe that decisions about where and how we live should reflect not only our immediate needs, but also our long-term well-being and financial security.

Today, I help older adults and their families navigate these decisions with greater clarity, confidence, and peace of mind.