Claudette has been my most trusted adviser for more than 22 years.
She has a unique ability to organize and facilitate my complex financial life. Whether it is teaching me to navigate computer software for paying my bills and categorizing my expenses, or preparing my multiple tax returns for Trusts or organizing and facilitating the reimbursement of medical expenses Claudette is the source of my financial peace of mind. She synthesizes the various sectors of my life including personal matters with sensitivity and acumen.
She created the LifeBook system for being the single source reference to my investments, legal documents and personal assets that provides an overview for my family and me. It would be a major omission not to note her kind and empathetic concern for me which is intrinsic to my ability to seek her advice on the broadest range of subjects. Claudette is a talented and sensitive person who has guided me well, and upon whom I depend as both a professional and as a friend.
She created the LifeBook system for being the single source reference to my investments, legal documents and personal assets that provides an overview for my family and me. It would be a major omission not to note her kind and empathetic concern for me which is intrinsic to my ability to seek her advice on the broadest range of subjects. Claudette is a talented and sensitive person who has guided me well, and upon whom I depend as both a professional and as a friend.