Headway Advocates

We advocate for you

Headway Advocates is a fiduciary practice helping independent and solo agers plan for and manage later life including finances, care coordination, and trust administration.

We build relationships with our clients to earn your trust by doing exactly what we said we'd do. Every situation is different, and we use our experience to craft a solution specifically for you, based on your goals and needs. You remain the decision-maker throughout. We are here to help you build and execute a plan, watching for blind spots before they become problems.

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'm Krista Gettle, and I started Headway because I've needed this kind of advocate, as a daughter caring for an aging parent, and someday as a solo ager myself. 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 without children, 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 at different life stages and recognize potential issues while there is time to act, so you live 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 so you see results quickly.

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

Interested in learning more?

Get in touch.