“Everything went smoothly thanks to Carol. I felt confident that she was doing a good job, so I didn’t worry when I had questions or when additional documents were requested. She was able to sort out the issues specific to my mother’s case – that is being represented by my sister & I. Also, she helped me understand the Reverse Mortgage Counseling process so we were able to complete that without any headaches too. Thanks Carol!”
P. M. – San Carlos

“Carol was extremely responsive to all my questions. She came to the house many times to ensure I fully understood what a reverse mortgage was and walked me through the process. This has helped my wife and I more than I can say. I can now sleep at night. Carol is a professional who loves what she does and truly wants to help people. I have already referred one of my friends to her!”
J.M. – Woodside

“I can’t thank Carol enough – she was amazing! My husband had gotten ill suddenly and needed full time care. We quickly went through all of our savings and were desperate. I talked to my banker and she recommended me to Carol. When I met with her I immediately felt that she genuinely cared about me and my situation. She then came to the house to also meet with my husband and was very patient explaining the process to both of us. I can’t say enough good things about her. She was professional, courteous, and just down right caring.”
S.V. – San Francisco

“Thanks for going the extra mile. You helped us so much through a very difficult time. You’ve been marvelous, and we’re among your biggest fans.”
K.U. – Orinda

“Carol thank you for everything. I received the money in my bank today. Thank you for taking the time to explain the process and my different options. The encounter with you was so much better than the other people I talked to about this.”
J.L. – Sunnyvale

“Carol went above and beyond to help us in a very difficult legal position. I was getting threating letters from a probate attorney regarding a family member’s interest in my property. I was scared that I was going to have to sell my home to pay off the heirs of my relative’s estate. Carol came to the house and was very calm and listened to my situation and took copies of the paperwork. The next day she came back and said she had spoken to an attorney and this is what we needed to do. After that I was no longer scared and am so very grateful to her and all she did for me and my family.”
C.S. Redwood City

“Carol went above and beyond to help our family secure my mother’s reverse mortgage. She has kept in touch with us many times to check in to see how my mother is doing. She genuinely cares about her clients and their well being.”
R.M – San Francisco

“Thank you for all of your hard work in getting this done for us. We will finally be able to pay off our many bills.”
B.D. – Pleasant Hill


Personal Attention for Your Very Personal Decision

Call Carol now and she will offer all the time you need, at no charge, to make the right decision for yourself or your family.

(650) 453-3244