Aging with Grace™

800-626-9440

Ask the Expert

Area of Expertise: Family transition coaching, daily money management, insurance claims advocacy, household transitions, estate administration support

Sheri Samotin, MBA

A Certified Professional Coach, Sheri brings more than 25 years of business and management experience to LifeBridge Solutions. Sheri was a Managing Director at The Wilkerson Group, a division of IBM Healthcare Consulting where for fourteen years she represented clients in the pharmaceutical, biotech, and health services industries. Subsequently, Sheri managed a medical practice, gaining invaluable knowledge of medical insurance; it was here that she honed her skills as a keen negotiator, providing medical claims advocacy services on behalf of the practice and the patients.  Most recently, Sheri served as the Chief Operating Officer for a national management consulting firm where she oversaw all day-to-day operations and coached the firm's executives.   In addition to her coaching certification, Sheri is a graduate of Wesleyan University where she studied economics and holds a master of business administration (MBA) from the Amos Tuck School of Business at Dartmouth College.  Sheri is a member of the International Coach Federation, Medical Billing Advocates of America, the InterAgency Council of Naples, the American Association of Daily Money Managers, the National Association of Senior Move Managers, and the Greater Naples Chamber of Commerce.

Contact Sheri if you have questions about:

• Planning for your aging parent's future

• How to have the difficult conversations with your parents and siblings

• Helping your parents manage their financial matters or get their affairs in order

• Dealing with insurance claims or policies (medical, long-term care, disability)

• Making decisions about whether it is time for your parents to move

• Choosing an independent or assisted living community

FAQs:

• What happens during my complimentary coaching session? 
  During your complimentary coaching session, Sheri will gain an understanding of your situation and try to provide you with three actionable ideas to help you right away.  In addition, she will give you an idea of how the services offered by LifeBridge Solutions might be able to help you and your family.  This will help you evaluate whether this is right for you and whether we are a good match.

• How long does the complimentary session last?
  The complimentary session typically lasts between 20 and 30 minutes.

• What happens after the complimentary session?
  Immediately following your complimentary session, Sheri will send you an email recapping her suggestions for action and outlining her recommendation for ongoing services, if applicable.  If you choose to engage LifeBridge Solutions for ongoing support, you will be provided with complete instructions for how to schedule and pay for your services.  Aging with Grace clients will receive a 10% discount off all LifeBridge Solutions services for one year following your complimentary session.

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The information provided on this website is not intended to be a substitute for or replace medical, legal or financial advice.

Aging with Grace does not charge or accept fees from senior service providers for member referrals. In lieu of referral fees, many Providers agree to extend a member discount to AWG Network Members.