Guidance and Direction for Every Chapter of the Journey

Fiduciary Services

Assisting with Assets and Liabilities

Protecting Personal Interests and Well-Being

Administering Estates with Diligence and Care

Private Guardian
Personal Representative

"Life is a series of waves to be embraced and overcome." — Danny Meyer

Navigating Life's Complexities

Guidance Through Understanding

At Florida Compass Fiduciary, every situation is unique and the first person I listen to is you. I work closely with attorneys, doctors, and other professionals to understand each person’s needs and options, to create a plan that makes sense, legally, financially, and personally.

A calm close-up of adult hands steadying a stack of papers with a pen and checklist in soft natural light.
A calm close-up of adult hands steadying a stack of papers with a pen and checklist in soft natural light.
Listening
Delivering

Negotiating life’s complexities with you, for you, providing clear updates and trusted support every step. With the right team and careful coordination, we make progress where it matters most from navigating court processes to managing care, finances, and final affairs.

Simple Approach

Often, you’re here because something in life has changed for you or someone you care about. I work with every client and family with respect, courtesy, and compassion. Change can bring uncertainty: What are my options? How will care be managed or paid for? What paperwork is required? What happens next?

My role is to bring clarity. I take a simple, step-by-step approach that breaks complex matters into manageable parts. First and foremost, the person’s health and safety come before all else, everyone deserves to be in a safe environment, treated with dignity and fairness. Next, we review every option with attorneys, doctors, and other professionals to provide a clear understanding of what best serves the individual or estate. Finally, we act, thoughtfully, diligently, and with care.

Feel Free To Reach Out

Whether you’re planning ahead or facing an unexpected change, sometimes the hardest part is knowing where to start. Reach out, we’ll navigate the next step together.

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

I am so happy I have you to handle this, I wouldn't know where to start.

A. G.

A calm close-up photo of adult hands steadying a paper stack with a pen and checklist in soft natural light.
A calm close-up photo of adult hands steadying a paper stack with a pen and checklist in soft natural light.
★★★★★