Headway Advocates
Later life brings complexity that no one should have to navigate alone.
Headway Advocates provides fiduciary support across the financial, estate, and organizational decisions that matter most so you and your family can move forward with clarity and confidence.
Services
Financial Cleanup
Untangle disorganized accounts, bills, and records. Ideal for clients navigating a transition or who have fallen behind. Helps reduce financial risk and legal exposure.
Estate Management Support
Hands-on support through every stage of estate administration including locating and documenting assets, coordinating cleanouts and appraisals, and managing the process through to completion.
Financial Organization
Ongoing bill payment, account management, and financial record-keeping including proactive monitoring for anomalies and timely resolution of account issues.
About
A fiduciary advocate in your corner
Most people work with an attorney, financial advisor, and medical team who each handle their specialized part without someone holding the whole picture together. Headway Advocates is built on the belief that people navigating later life deserve an organized, professional partner who acts in their interest.
I started Headway because I've needed this kind of advocate myself. I was a caregiver for my father and managed his estate. I learned firsthand what it means to navigate a system nobody teaches you, coordinating specialists, managing paperwork, and making consequential decisions without a roadmap. As someone who is childfree, I've also thought carefully about what structures I need in place for my own later life. In my work at Headway, I want to help you understand what decisions matter, put the right pieces in place, and continue living life on your own terms.
Before founding Headway, I spent 20 years managing complex, large-scale initiatives for startups and Fortune 500 companies . That experience shapes how I work — organized, direct, and focused on outcomes.
I am currently completing my California Professional Fiduciary certification.
Professional Affiliations
Professional Fiduciary Association of California
East Bay Trusts & Estates Lawyers
San Francisco Bar Association
National Guardianship Association
Let's talk about where you are
No pressure, no pitch. Schedule a 30 minute complimentary consultation.