Wolfrom Financial Services
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We provide answers and sound options for taking care of an aging loved one or parent in a time of uncertainty, confusion and transition through. Assessment - we conduct a professional assessment of your loved one's condition - physical, emotional, social and spiritual. Planning - with you, we prepare a healthcare plan that brings comfort and peace of mind to all.

We work as part of your team with attorneys, financial advisors, CPA's, etc. Education and coordination - we navigate the health care maze, coordinating your loved one's care with doctors, dentist, chiropractor, pharmacy, social services, government entities, insurance companies, residence staff, and others.
Reviews (7)
Paris Capozziello
Paris Capozziello
Aug 03, 2021
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Karen is a wonderful lady! Meeting with her and being able to have conversation with her has made it very apparent that she has the best interest of our elders in mind!
Beverly Phares
Beverly Phares
Dec 02, 2020
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Karen was a godsend in trying to care for my parents. I live several hours away so it was extremely helpful and reassuring to know that there was someone nearby to check on them. She could talk to the staff where they lived and at doctor's offices as another professional, then relay that information to me. When there was an emergency hospitalization, she was a familiar face for them in a very confusing time. Karen was also able to give us an idea what would most likely be coming so that we could prepare ourselves and our family. She was truly a blessing.
Ann Webster
Ann Webster
Dec 20, 2019
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Karen went above and beyond on short notice. She quickly provided valuable assessment and guidance based on her knowledge and experience in geriatrics, nursing, social work and finance. She provided actionable recommendations and a comprehensive care plan.
Jim Smeaton
Jim Smeaton
Nov 23, 2018
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I have worked with Karen with several clients and have nothing but high praise for her and the services she provides her clients. Being a Registered Nurse, Karen brings a clinical capability to her clients than many in her field do not. This combined with her experience in the senior care field, give her an in-depth understanding of the overall needs of seniors, the challenges they face and the ability to develop and communicate comprehensive and effective plans relative to the care needed. She is also a very passionate and effective advocate for her clients when they do not have family around
Rick Bess
Rick Bess
Nov 09, 2018
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Our parents were in need of help but would not listen to us. Finally mother admitted she needed help caring for dad. Karen stepped in and helped us get mom and dad in a very nice place where they could get the help they needed. She is very professional and caring for her clients and their family. We are grateful to her help.
Kevin McDade
Kevin McDade
Aug 29, 2017
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Karen's services are quite unique. Her experience in the health care field, including time as a registered nurse, give her an in-depth understanding of the needs of her clients. She is organized and focused, making the most of her time. Whether prevention or crisis, Karen is a trusted helper who will get the job done, and done right!
Carla Kirby
Carla Kirby
Jul 15, 2017
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Karen is warm and caring, while still being very professional. She has training and experience in gerontology, nursing, social work and counseling to give the recommendations for a total care plan.