I was particularly impressed with Minda’s extensive financial background; she was able to research various health coverage plans and provide strategic recommendations on how to better manage costs.
Minda is a true advocate as she sifts through complex paperwork and making sense of it all. Pulling together critical documents and spreadsheets, she made my job-creating a workable and realistic estate plan-much easier.
I recommend Minda. She has a huge heart and brings an enormous skill set to the job. In addition, and maybe most importantly, she is fully licensed and bonded.
Finding a professional who can crunch numbers is easy; it’s not so easy to find one that can guide an aging client through such a complex and emotional process while keeping their dignity intact.
Minda helped me get organized and caught up with my bills. She negotiated away hundreds of dollars in late fees and helped me to save me money by cancelling unnecessary services. I trust that she has my best interests at heart and feel a sense of relief now that Minda is helping me.