Testimonials
Testimonials
Satisfied Clients
“Jeremy has been a godsend for our family. Not only does he have real expertise in the areas of financial organization and planning, but he also brings exceptional interpersonal skills that turned out to be just as important for us. Plus, he really cares.”
Nelson, Brooklyn, NY
Button"I was completely overwhelmed by the bills, paperwork and phone calls while helping to care for my parents, who both have dementia. I was exhausted, and it was affecting my health. Jeremy assured me that everything would be fine. I gave him the reins and he was right! I sleep better now, and I have more quality time to spend with my parents."
Shannon W., Wyckoff, NJ
Button"I am recently divorced, and my finances were in tatters. I engaged Jeremy to help me get my finances in order and to help me with budgeting. He sorted out my paperwork and worked with my service providers to reduce my monthly expenses. I didn’t even realize how much I was spending!"
A.C., South Orange, NJ
Button"I had recently downsized to an apartment. After discussion with Jeremy, I decided that I didn't need my car anymore because I live within walking distance to stores. Since I don't go out much, aside for a doctor's appointment or visiting my grandkids in New York, I could take a taxi. Jeremy was able to dispose of my leased car quickly, and saved me over $500 a month. I am very grateful that he was able to help."
S.S., West Orange, NJ
Button"I had lost my job and was not able to manage my expenses. Jeremy reviewed all of my credit card accounts, bank account and my brokerage accounts and was able to show me where all of my money was going. Once we knew all of the inflows and outflows, we were able to make decisions about where to cut."
Tracy R., Cranford, NJ
Button"Jeremy helped me transfer my 401K from my old company to my IRA at my bank. He took the time to get to know me, which I appreciate. He was able to help me overcome my insecurities around money. Simply put, there's no need to feel overwhelmed because he gets things done."
Lauren M., Millburn, NJ
Button
Satisfied Clients
“Jeremy has been a godsend for our family. Not only does he have real expertise in the areas of financial organization and planning, but he also brings exceptional interpersonal skills that turned out to be just as important for us. Plus, he really cares.”
Nelson, Brooklyn, NY
Button"I was completely overwhelmed by the bills, paperwork and phone calls while helping to care for my parents, who both have dementia. I was exhausted, and it was affecting my health. Jeremy assured me that everything would be fine. I gave him the reins and he was right! I sleep better now, and I have more quality time to spend with my parents."
Shannon W., Wyckoff, NJ
Button"I am recently divorced, and my finances were in tatters. I engaged Jeremy to help me get my finances in order and to help me with budgeting. He sorted out my paperwork and worked with my service providers to reduce my monthly expenses. I didn’t even realize how much I was spending!"
A.C., South Orange, NJ
Button"I had recently downsized to an apartment. After discussion with Jeremy, I decided that I didn't need my car anymore because I live within walking distance to stores. Since I don't go out much, aside for a doctor's appointment or visiting my grandkids in New York, I could take a taxi. Jeremy was able to dispose of my leased car quickly, and saved me over $500 a month. I am very grateful that he was able to help."
S.S., West Orange, NJ
Button"I had lost my job and was not able to manage my expenses. Jeremy reviewed all of my credit card accounts, bank account and my brokerage accounts and was able to show me where all of my money was going. Once we knew all of the inflows and outflows, we were able to make decisions about where to cut."
Tracy R., Cranford, NJ
Button"Jeremy helped me transfer my 401K from my old company to my IRA at my bank. He took the time to get to know me, which I appreciate. He was able to help me overcome my insecurities around money. Simply put, there's no need to feel overwhelmed because he gets things done."
Lauren M., Millburn, NJ
Button
Something that happened...
I was referred to a person who was dealing with her husband who had early onset Alzheimer's. He was being obstinate and aggressive, and she was concerned for her safety and for the safety of the home health aides. She didn't know what to do or where to turn. I moved into crisis management mode and began making calls to find a memory care facility that would accept an aggressive Alzheimer's patient, the day before New Year's Eve.
We ultimately found a location that was close in proximity. I coordinated with the social worker at the hospital so that they would be prepared for him to come in via the emergency room. I then had to speak with my client, who was in a very fragile state, to let her know that we were going to have her husband transferred to the emergency room. We called the local police station, and explained to them that we needed an ambulance to take her husband to the hospital. My client had a POA so she was able to make decisions on his behalf.
This was a very stressful time for my client. Her husband of almost 40 years was, understandably, oppositional and confused. I advised that we call the police and get an ambulance to the house ASAP. It wasn't easy to call the police, to have them come to the house with an ambulance to forcibly remove her husband. But she knew that this had to be done for her own safety, for her aide's safety and for her husband's own safety.
Much of the work I do begins with crisis management and/or damage control. This was an urgent matter that needed to be addressed with a clear head. Sometimes, when you're that close and in dire straits, it becomes necessary to seek out an objective professional to help.
Something that happened...
I was referred to a person who was dealing with her husband who had early onset Alzheimer's. He was being obstinate and aggressive, and she was concerned for her safety and for the safety of the home health aides. She didn't know what to do or where to turn. I moved into crisis management mode and began making calls to find a memory care facility that would accept an aggressive Alzheimer's patient, the day before New Year's Eve.
We ultimately found a location that was close in proximity. I coordinated with the social worker at the hospital so that they would be prepared for him to come in via the emergency room. I then had to speak with my client, who was in a very fragile state, to let her know that we were going to have her husband transferred to the emergency room. We called the local police station, and explained to them that we needed an ambulance to take her husband to the hospital. My client had a POA so she was able to make decisions on his behalf.
This was a very stressful time for my client. Her husband of almost 40 years was, understandably, oppositional and confused. I advised that we call the police and get an ambulance to the house ASAP. It wasn't easy to call the police, to have them come to the house with an ambulance to forcibly remove her husband. But she knew that this had to be done for her own safety, for her aide's safety and for her husband's own safety.
Much of the work I do begins with crisis management and/or damage control. This was an urgent matter that needed to be addressed with a clear head. Sometimes, when you're that close and in dire straits, it becomes necessary to seek out an objective professional to help.
Contact Us
Contact Us
We will get back to you as soon as possible.
Please try again later.