Testimonials

“Valerie, Thank you for all you did (and are still doing) for B and R.  When I met you I was comforted to see that their affairs were in competent and caring hands.  Thank you also for working with R after B’s death, helping her to prepare for the inevitable, and to remember her family.  It it obvious that to you, your job is more than just managing someone’s affairs.  It is also a way to help those in need at very difficult times in their lives.  B & R were lucky to have you, Sincerely, CR” 6/2016

“The work Valerie has done with my mom in the last year has been fabulous! My brother and I knew mom needed regular help that we could not provide since we both live far away. She discovered that mom was being tricked into sending out caches of money and her quick work enabled my mother to recover an appreciable percentage of that money. Since then, she has helped mom to cut down on sweepstakes and fraudulent activity, but also sort through bills and stabilize her charitable donations.

Valerie’s communication with us has been excellent. I appreciate how well she has worked with my brother to consolidate mom’s investment portfolio. She has been flexible in working in person, on the phone, by email and by text as needed.

My mother trusts Valerie. My brother and I have greater peace of mind knowing Valerie is there. She also provides a window to make us aware when little things need some attention.”  Daughter, Greenspring Resident, Springfield, VA 11/2015

“Valerie started working with me last year when I was still quite independent. She has gradually taken on more responsibility, including POA on my bank account, as my health has declined. She recommended a CPA that cut my tax preparation costs in half. She pays various medical bills and keeps after my Long Term Care provider to make appropriate payments. She works closely with my CFP.  She also worked with my attorney when we needed to update legal documents. I have come to depend on those weekly visits. Valerie instills trust in people due to her knowledge and respect for her clients.”      Resident, Greenspring, Springfield, VA  11/2014

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