Character and Experience
I have known Janis for a number of years. We attend the same church, so I have observed her as she has been involved in various volunteer church activities. She did an especially outstanding job in her time as Financial Secretary of the church. Janis is very conscientious and diligent in whatever she is doing and is a very hard worker. Her character is beyond reproach. I believe that she would strive to do the very best she could, applying the highest moral and ethical standards, for every client that she works with.
Many thanks for your help w/ the tax information for [client]. The return will be filed on time and there is no balance due!!!!!
Tigress Talk: Elder Financial Abuse
Good information, well presented, easily understood & excellent reminders!
I learned others have the same concerns that I do. New information about credit reports and phone safety.
Very informative. I wish I had heard all this years ago when my mother was a victim.
I learned to be aware of being so friendly, and to be careful who I trust. I liked learning about so many ways of being scammed. The presentation and all information was done very well, thank you. --E.B.
Interesting--especially HIPAA agreement--had not thought of that. --E.S.
You have saved me a lot of headaches. Not being able to write makes it hard for me to do a lot of things. I would recommend you to thousands of people if I could. I am just very, very appreciative of what you have done for me.
We are very grateful for the time and effort [Janis] dedicates to her clients. Her reports are both accurate and timely. She provides impeccable documentation of the clients’ accounts and is always quick to respond to both phone calls and emails. Based on her service to the Money Management Program, I would highly recommend Janis for anyone looking for assistance with managing their finances.
C.G. (Easter Seals of Delaware)
I worked with Janis for many years, on different committees associated with Boy Scouts. She was a very active parent and hard worker, always handling the financial matters of the various committees and the Troop. Trustworthy, is what comes to mind first when I think of Janis. I could always trust that she would get accurate information together in a timely manner. Her cheerful personality makes her a pleasure to work with.
Loss of Financial Spouse
There are only a handful of people who have the patience, intelligence, compassion, and determination to do your job. We are just very fortunate to have you helping us.
--E.A. (sister of client)
Susan N. (bed-bound)
My husband asked me when I thought we would be able to self-manage [our finances]. I told him I feel like I will never want to let her go. It's part of what I need to be successful.
Organized and Trustworthy
Janis is extremely well organized. She clearly has knowledge and experience in handling both financial and medical paperwork. It is nice to find someone that I can trust so much not only with my personal information but also to know she will follow through on what we have discussed. Once we get things going I know this will free up time and give me peace of mind so I can focus on other things in my life. --M.L.
You have been such an enormous help to me! I feel totally organized. --K.H.