Compass Concierge was founded to provide thoughtful administrative coordination for individuals and families navigating complex life and estate matters.
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With a professional background spanning senior living and professional services, I bring a deep understanding of operational detail, discretion, and structured support. My work often supports individuals, families, trustees, and advisors during moments that require clarity, organization, and steady guidance.
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Administrative coordination should feel structured and steady — not overwhelming. Every engagement follows a defined process designed to reduce uncertainty and create measurable progress.. Each engagement is approached with professionalism, respect, and an understanding that behind every document is a real life, family, and story.
Explore our Services
Clarity & Planning Session
90-minute structured session (in-person preferred / virtual optional)
• Situation assessment
• Gap and risk identification
• Prioritized action plan
• 1–2 page written summary within 48 hours
• Engagement recommendation (if applicable)
Designed to determine the appropriate engagement level.
Focused Engagement
6–8 week structured coordination for a defined area of administrative overwhelm.
Examples:
• Estate document organization reset
• Trustee support sprint
• Household administrative system build
• Transition or move coordination planning
Signature Engagement
8–12 week comprehensive coordination for complex transitions.
Limited active engagements to ensure high-touch, focused support.
Full administrative stabilization during significant transition.
Examples:
• Executor management support
• Complex estate document organization + professional coordination
• Multi-property or multi-account organization
• Family transition with layered responsibilities
Ongoing Coordination Retainer
Available following completion of a Focused or Signature Engagement. Structured monthly support with defined session cadence.
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Why Compass Concierge
When paperwork, decisions, and responsibilities begin to feel overwhelming, you don’t have to manage it alone.
I provide structured support for:
• Estate and document organization
• Trustee and executor coordination
• Household and life administration
• Family transitions
All services are delivered through defined phases and scheduled working sessions.
A Clear, Supportive Process
Step 1: Intro Call
Step 2: Clarity Session
Step 3: Structured Engagement
Start with a Clarity & Planning Session.
A 90-minute structured assessment designed to identify priorities, reduce overwhelm, and create a clear roadmap.
Available in person (locally) or virtually.
$450 — credited toward full engagements.
Meet Our Founder
The Heart of Our Service
I work directly with every client, providing structured administrative coordination rooted in experience, discretion, and operational clarity. Compass Concierge serves as a trusted point of leadership during complex life and estate matters — bringing organization, stability, and steady direction alongside your legal and financial advisors.
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With more than two decades of executive-level administrative and operations experience — including over fifteen years in senior living environments — I have supported leaders across multiple levels, built operational systems, and managed highly sensitive responsibilities in complex settings. This background allows me to assess situations quickly, identify gaps, and implement practical, structured solutions while coordinating across professionals and service providers with clarity and purpose.
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Above all, I serve as a steady, thoughtful presence — ensuring that important details are handled with care and that families feel supported, not overwhelmed.
Schedule an Intro
Call
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