After many years in leadership roles at companies including Charles Schwab and Gap Inc., I found myself doing some of the most meaningful work of my life — helping people I love navigate the complicated decisions that can come with aging.
I learned firsthand that the hardest part is often not the move itself. It is figuring out what comes next.
Should I stay in my home? What would it take to make that work? When should I consider a senior living community? How do I compare my options? What do I do with a lifetime of belongings? And where do I even begin?
These decisions involve far more than logistics. They touch finances, family, independence, identity, home, and the kind of life someone wants to live in the years ahead.
Today, through Heart Centered Transitions, I help older adults and their families sort through those questions, understand their options, create a plan, and move forward one step at a time.
A Thoughtful Guide Through Life’s Transitions
Experience That Goes Beyond Logistics
My approach combines decades of professional experience in research, communications, decision-making, and client service with years of firsthand experience helping family members navigate later-life transitions.
Within my own family, I have helped research living and care options, navigate difficult decisions, coordinate support, downsize homes, manage belongings, and work through the many practical questions that arise when life circumstances change.
That experience taught me something important: families don't always need someone to tell them what to do. Often, they need someone who can help them slow the process down, ask the right questions, organize the choices, find trustworthy resources, and create a clear path forward.
That's the role I now provide for my clients.
A Calm, Organized, and Compassionate Approach
Every situation is different. Some clients come to me because they know a change is coming but aren't sure what that change should be. Others have already decided to move and need help determining where to go. Still others need help downsizing a home or managing the belongings accumulated over a lifetime.
I meet clients where they are.
My role is to help bring clarity to complicated situations, research and organize options, connect clients with trusted professionals and resources, and keep the process moving forward.
Depending on the situation, that may include:
• Planning & Guidance — understanding priorities, exploring options and creating a practical roadmap
• Senior Living Placement — researching and evaluating communities and helping clients navigate the selection process
• Estate Downsizing — sorting, organizing and thoughtfully determining what to keep, give, donate, sell or otherwise manage
• Transition Coordination — connecting and coordinating with the professionals needed to carry out the plan
Why I Founded Heart Centered Transitions
Major life transitions rarely begin with a neatly defined problem.
Instead, they often begin with questions.
Mom probably shouldn't be living alone anymore. What do we do?
I want to stay in my house, but can I realistically make that work?
I'm thinking about senior living, but I don't know where to begin.
We have 40 years of belongings in this house. How will we ever deal with all of it?
Families are often trying to answer these questions while juggling emotions, finances, family dynamics and an overwhelming amount of information.
I created Heart Centered Transitions to give older adults and their families one knowledgeable, steady guide in the journey.
I help clients understand the choices in front of them, identify the right resources and professionals, create a plan, and keep moving forward — always with respect for the individual's priorities, independence and vision for what comes next.
You Don’t Have to Navigate This Alone
If you’re beginning to explore options or need immediate support, I’m here to help guide you through each step.