Hello, I'm Janet Parkhurst
Certified Senior Advisor®
Call 239-596-8966 to chat about "YOUR Story" and what is currently most important to you
My husband and I owned a financial services practice in Ohio for 30 years, serving over 400 client relationships. We sold our business in 2015 and retired to Naples, FL; but I knew I wasn't ready to completely retire. I had always enjoyed working, helping others and solving problems. I felt like I still had to too much to give to others in the way of my background and passion.
I helped my mom move into a senior living community shortly after we moved to Naples, and I quickly identified with the issues presented to the senior residents. I realized that I could bridge my financial knowledge and desire to assist older adults with their financial matters. It can be confusing and overwhelming, trying to decide what to save or do with financial, tax, estate, and medical paperwork. Compliance and systematized procedures were a main focus of my career, giving me the knowledge and a deep understanding of the importance of proper record keeping and documentation.
My mission is to provide personalized financial and organizing services with compassionate and easy-to-follow processes to bring about peace and freedom from administrative chaos and frustration. Helping my clients declutter and tailor organize their paperwork and living spaces has helped reduce their stress and bring relief and joy, giving them the opportunity to do the things that they enjoy.
For added reassurance, I am fully insured and bonded and have cleared a full background check from ClearStar, Inc. As well as being a Certified Senior Advisor (CSA)®, I am a member of the National Association of Productivity and Organizing Professionals (NAPO), a leading resource of education and industry research. Additionally, I am a Member of the American Association of Daily Money Managers (AADMM) and Seniors BlueBook of Lee and Collier Counties. I adhere to the codes of ethics of the organizations of which I am a member to serve in the best interest of my clients.
I’m very excited about meeting you and making a difference in YOUR life!
*Certified Senior Advisors (CSAs) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business and be sure you completely understand what those licenses, credentials and education signify. The CSA certification alone does not imply expertise in financial, health or social matters. For more details visit: www.csa.us.