Carolyn J. Neale
Carolyn relocated to the Space Coast of Florida in June 2007 after being a lifelong resident of NY. She has been a Financial Consultant for over 27 years. During this time, Carolyn has spent countless hours with seniors (and their families) getting their financial house in order. Being client centered, Carolyn has found herself getting more involved in many other aspects of the organization and coordination of her client's needs as they age, including researching and visiting Independent and Assisted Living Facilities, understanding insurance claims, and removing the "stuff" through either sales, gifting or donations. In doing this, she saw the need for a company to help guide Space Coast seniors and their families with these transitions. After 2 years of research, Carolyn, chose to align with NASMM as this opens up a national referral network to assist our seniors that choose to go back to live near family. We can coordinate with other members to make this transition as smooth as possible.