I referred Melissa to a family I served because the conversations she needed to have with them weren’t the kind I feel qualified, or comfortable, having. It was a very stressful time for them — and Melissa was able to take a lot of that stress away.
She’s very skilled in asking the right questions, and facilitating the kind of conversations that draw-out conclusions — rather than leading people to conclusions. She also has a lot of technical skill and knowledge they needed to help them achieve their goals and ambitions. So it was helping them determine what they wanted to do, then helping them with how to do it. Melissa’s experience was invaluable, because she understood what they were going through, from experience with so many other clients.
—Financial Advisor
We originally engaged Melissa to ease our administrative burden — so the directors weren’t buried in paperwork, and everything was operated cleanly & appropriately. Since then, she’s become a trusted partner who brings a genuinely non-biased perspective to everything we do.
Any consultant can tell you what to do and why. But you know what? They don’t know about me. Melissa does. We all wanted to go in the same direction, but we all had different agendas. With Melissa’s guidance, we see past potential relationship barriers — and everyone provides a valuable work product.
She’s also a 3rd Party Intermediary for us. She protects everyone from appeals for money — which come at us from all directions. Now, when we get those appeals, we just send them to Melissa.
—Client