817-371-9640 swallace@suecsa.com

My greatest joy comes from helping my clients “open the window of their life” back up.

As a working Certified Senior Advisor, I work with seniors, disabled individuals, their family, and their support team. My passion lies in helping my clients navigate the aging process and act as an advocate when required.

I am an advocate, companion, and friend for individuals that do not have family, children, or a local support team. As your “surrogate family member” I can help you develop a healthful and manageable plan of care.

I customize my services to the needs of each client, which may include:

  • Development and coordination of a practical, and healthy, Plan of Care for you or your loved one
    • Including help with Alzheimer’s & Dementia care
  • Help with financial and legal matters as needed by client and family
    • Setting up Advance Directives and other legal documents
    • Guidance coordinating Medicare, Medicaid, Social Security, VA and other benefits
    • Analysis of Long Term Care Policy Benefits
  • End of Life “Care and Prepare” discussions with the client and family
  • Housing transition or relocation advice and coordination
    • Moving and estate liquidation advice and coordination
  • Help locating community and spirituality resources
  • Funeral Planning
  • Grief & Loss counseling