“Working with Barb has been the best money I have ever spent. I have such peace of mind now.” J.F. - San Anselmo / Monthly Bill Pay Client

"Thanks so much for your hardwork and your pragmatic advice!" J.L. - Berkeley / Home Organizing and Remodel Project 

"Barb manages our mother's finances seamlessly and it is a relief to know someone is keeping an eye on things for her since we don't live locally." M.B. - San Rafael / Monthly Bill Pay Client

"I am grateful for my newly organized office and library. My stress has melted away. Thank you!" A.A. - Tiburon / Home Office Organizing

“Thank you for all of your help with our Aunt. You don’t know how much it means to us to have you helping her since we live so far away.” We could never take care of her without you.” V.D. - Sausalito / Trust Support, Monthly Bill Pay and Financial Organizing

"We have been too busy to stay on top of our finances. And, preparation for tax time is such a challenge. We need someone like you to help us. You've been a life saver." S.K. - San Francisco / Monthly Bill Pay Client

This meeting went a lot differently than I expected; you don’t just do financial management, you do life management.” A.C. - Palo Alto / Financial Planning, Organizing and Downsizing

I cannot thank you enough for the meeting today.  You were incredible.  Your level of professionalism combined with your level of care and listening expertise was amazing.   My client was very happy with the meeting and I think we made great progress.” S.B. - San Rafael / Monthly Bill Pay Client