Joanna Marie
    specializes in working with her clients by helping them
    avoid the common mistakes made during a trying family
    time.  She has experienced the trials and tribulations of
    family members needing assistance both personally
    and professionally,

    Joanna's experiences have given her the insight to
    navigate the medical, legal and financial worlds to give
    her clients the empowering information  to make well
    informed decisions.  Her greatest strength is her
    passion and full understanding of her clients needs.  
    Her passion and heartfelt compassion are her greatest
    strengths.

    Her professional knowledge comes from working with
    medical providers such as: Hillhaven Corporation,
    Ocadian Health Care, Health Quality Management
    Group, Northern California Veterans Medical Center,
    Chelsea Naval Hospital and Massachusetts General
    Hospital.  

    Joanna has established Patient and Family Advocate
    programs for major medical providers.  She has
    founded educational programs for company employees
    focusing on personal and professional growth.  Her
    background also includes working with Elder Law
    Attorneys and Crisis Intervention Teams.  As a
    preceptor for California State Northridge she mentored
    graduate students in the school's Medical
    Administration Program.  

    Joanna attended Bryant & Stratton College and
    Northeastern University. She is certified as a Trainer of
    Trainers for Case Management Teams through UCLA's
    David Grant Foundation, a Social Worker, Legal
    Document Assistant (Paralegal) and Notary Public.  

    Joanna lives and works in the East Bay. She is an
    active member the California Association of Legal
    Document Assistants (CALDA), National Care Planning
    Council, National Notary Association and Communities
    Against Senior Exploitation (CASE).   

    In her free time she volunteers by giving back to the
    Concord Blue Devils Drum & Bugle Corps who gave her
    children the insight and discipline to be successful
    adults today.  

    Joanna is a proud Mom of her son serving as a Naval
    Aviator and her daughter, after retiring from the Toni
    Award winning Broadway Production BLAST!, is a
    Doctor of Physical Therapy graduating from St.
    Augustine's University Magna Cum Laude.

About Us
Lela Clark
knows the challenge of the ‘Sandwich Generation’ only
too well.  Like so many, Lela was challenged with
caring for her own children and frail parents while
working on her professional career.  Her personal
experience and perseverance has rewarded her with
unique knowledge and compassion.

Today she uses her experience to guide families so
they can avoid some common pitfalls and mistakes that
face them as she has addressed them herself.

Her work with Kaiser Permanente gave Lela experience
of the inner working of the medical environment. She
recognized the many wonderful things medical
providers offer yet, for her, there was something
missing – the challenge of caring for a frail person
outside of the medical world.  

Lela’s work at Kaiser gave her the opportunity to hear
about family challenges in finances, legal and lifestyle
when making the adjustments to care for their loved
ones.  She began researching these aspects and
decided to become involved in addressing the financial
issues surrounding her clients.

She entered the world of finance and banking
specializing in real estate transactions that gives
families the ability to utilize there property wealth
without risking their financial future.  Her banking
history enhances her being a real estate professional
because she has been able to negotiate and achieve
high quality results without jeopardizing family financial
security.

Lela was raised in the San Francisco Bay Area and is
a graduate of Diablo Valley College with a degree in
speech communication.  She is a licensed Realtor with
emphasis on senior products.  She is an active
member of the Women’s Council of Realtors, Business
Networking International and the Martinez and Pleasant
Hill Chambers of Commerce.  A community person,
Lela volunteers with the Contra Costa County Child
Prevention Council and the Elder Wish Foundation.

Lela and her husband, Robert, have been married for
29 years.  Their daughter, Andrea, is studying for her
Ph.D. in Psychology.  They enjoy hiking, biking,
cooking and traveling the United States attending art
fairs and wineries.

Lela’s personal passion is researching current issues
to her profession through specialty libraries and, of
course, the internet.  
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~