Testimonials

Great Lunch & Learn

Just wanted to take a moment and tell you that I received many "thank yous" from people after your Lunch & Learn.  Everybody said how interesting and informative it was and how they knew they needed to use the info they got from you and go home and put together all their "papers."

Despite all the technology we have, I feel in some cases it makes it more difficult to make your papers more easily searchable because we now have yet another place to store things besides the file cabinet and it requires a password to access it!

You do such a nice job of reminding all of us to fight the paper battle.

Thanks again.

Pamela - Carroll Vista Lifestyle Director

2016-08-30T23:34:22+00:00

Pamela - Carroll Vista Lifestyle Director

Just wanted to take a moment and tell you that I received many "thank yous" from people after your Lunch & Learn.  Everybody said how interesting and informative it was and how they knew they needed to use the info they got from you and go home and put together all their "papers." Despite all the technology we have, I feel in some cases it makes it more difficult to make your papers more easily searchable because we now have yet another place to store things besides the file cabinet and it requires a password to access it! You do such a nice job of reminding all of us to fight the paper battle. Thanks again.

Worth every penny

I spoke with your elderly client the day before yesterday. What I did tell her was that I felt you were extremely professional and trustworthy, that you had been helping me/my mom for a number of years with some very big tasks and that you were worth every penny!

Donna Ditman Diotalevi RN CCM CRRN, Owner/Director

Certified Case Manager, Certified Rehabilitation Registered Nurse

2016-12-17T21:28:31+00:00

Donna Ditman Diotalevi RN CCM CRRN, Owner/Director

Certified Case Manager, Certified Rehabilitation Registered Nurse

I spoke with your elderly client the day before yesterday. What I did tell her was that I felt you were extremely professional and trustworthy, that you had been helping me/my mom for a number of years with some very big tasks and that you were worth every penny!

Surprise Savings Account

Thank you for helping me to sort thru my paperwork after my husband's death. If it wasn't for you I would have never known that I had over $10,000.00 in a Health Saving account. You not only found it, but then you worked thru all the necessary paperwork to submit the claims. I couldn't have done it without your help.

Bettie Ditman

Westminster, MD

2017-07-04T01:33:29+00:00

Bettie Ditman

Westminster, MD

Thank you for helping me to sort thru my paperwork after my husband's death. If it wasn't for you I would have never known that I had over $10,000.00 in a Health Saving account. You not only found it, but then you worked thru all the necessary paperwork to submit the claims. I couldn't have done it without your help.

Gift to Myself

My Lifebook was a gift I gave myself. There are so many pieces of information to manage a family and I feared that if something happened to me, my family would not know where to begin. Mary Helen is an expert at pulling together and documenting all the right information. My Lifebook gives me a sense of security. It has an easy layout, can be updated quickly, and makes sense. I use it often for easy reference and am so glad I allowed Mary Helen to navigate my most important data and create a tangible, accessible personal data management system.

Heather in Frederick, MD

2017-06-11T17:08:52+00:00

Heather in Frederick, MD

My Lifebook was a gift I gave myself.

Mom loved it!

I bought a LifeBook as a gift for my mother. She loved it! She said it was exactly what she had been looking for to organize her estate planning. She's already started working through the book and just raves about it. Thanks Mary Helen!

Kira from Germantown, MD

2017-06-23T15:58:04+00:00

Kira from Germantown, MD

I bought a LifeBook as a gift for my mother. She loved it! She said it was exactly what she had been looking for to organize her estate planning. She's already started working through the book and just raves about it. Thanks Mary Helen!

Bringing Order to Chaos

Mary Helen brought order to chaos. From piles of paper she organized files, and information that could readily be found. She was especially helpful in getting needed forms from insurance companies, and continuously followed up until they arrived. I wholeheartedly recommend using her services if you want a job well done.

Roslyn - Pikesville, MD

2016-01-21T21:58:54+00:00

Roslyn - Pikesville, MD

Mary Helen brought order to chaos. From piles of paper she organized files, and information that could readily be found. She was especially helpful in getting needed forms from insurance companies, and continuously followed up until they arrived. I wholeheartedly recommend using her services if you want a job well done.

Mary Helen guided me through the process of identifying the types of information my family members or my estate executor would need to know.

Katherine

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