Services

We provide services designed to meet the needs of people who require assistance with their financial affairs and/or personal care. These services are usually performed in a formal role as:

We have extensive experience in managing these roles, gained while employed with one of the largest guardianship firms in Washington. We have the capability to successfully handle situations ranging from very simple to highly complex. In whatever role we take on, the elements of our mission remain paramount.

OUR MISSION

  • Provide the highest quality fiduciary service for a fair and reasonable price
  • Adhere to the highest standards of practice at all times in the performance of our duties
  • Uphold and advocate for the dignity and respect of our clients
  • Customize our services in cooperation with clients and their families for the least intrusive role possible, one that maximizes the client’s residual capacity and autonomy