Contacting Professionals

on your behalf

Communicating and coordinating with healthcare professionals

Scheduling Appointments

Coordinating treatment, attending doctors visits and assisting in follow through


Identifying specialists for second opinions

Power of Attorney

For those who don't have someone nearby, Kathy can be designated to manage your financial affairs and/or make medical decisions for you if you are no longer able to do so.

Home Care Services

Obtaining home care services (nursing, physical therapy, aides, companions and durable medical equipment) and coordinating home safety assessments.

Interviews & Assessments

Interviewing prospective caregivers. Assessing the quality of care provided by caregivers and medical teams

Nursing Facility | Hospital | Assisted Living

Overseeing care in facilities, help transitioning back home from Skilled Nursing Facilities or into Assisted Living Facilities

Health Insurance

Understanding and applying for health insurance plans including Medicare and Medicare Supplement Plans.

Medical Billing, Claims & Appeals

Review medical bills to ensure all insurance was appropriately applied, process and expedite appeals for denied coverage.

Death of a Spouse

Notify all institutions of the passing and update accounts with Social Security, pension providers, insurance, banks, etc. 

Certified Senior Advisor (CSA)®

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Serving Long Island, New York

Certified Senior Advisors (CSAs) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. It is recommended that you verify the validity of any professional’s credentials in which you conduct business and be sure you completely understand what those licenses, credentials and education signify.  The CSA certification alone does not imply expertise in financial, health or social matters. For more details visit:

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