1. Sally Hirsh, Professional Fiduciary
ALTERNATIVES FINANCIAL SERVICES, LLC
762 Mt. View Avenue
Longmont, CO 80501 Phone # 303-776-0585
OBJECTIVE
Alternatives Financial Services, LLC
Provides fiduciary & Bookkeeping services in a flexible, client-oriented and cost-effective manner.
SERVICES
Conservatorship, Guardianship, Trustee, Representative Payee, Agent under Powers of Attorney,
Personal Representative, budget development, financial assessment, bill paying, account reconciliation,
Medicare and insurance claim processing. Teach and train bookkeeping and financial management skills.
Other client-tailored services available upon request. Small Business and personal Bookkeeping Services
SKILLS AND EXPERIENCE
Alternatives Financial * Conservatorship, guardianship, court visits and assessments.
Services, LLC * Agent under POA, home inventory, bill paying and account reconciliation.
2001-Present * Personal Representative, estate administration, sale of home, estate closing.
* Trustee for multiple trusts for children, adults, and disabled folks.
* Bill paying, checkbook reconciliation, financial monitoring and support.
* Health insurance, Medicare, Medicaid account reconciliation.
* Financial assessment, budget creation, projection planning.
* Teach budget creation, account reconciliation, marketing, proposal writing,
and business plan creation.
* Small Business and Personal Bookkeeping services.
* Consultation for Family Members in Fiduciary Roles
Business * Strong bookkeeping skills including, A/P, A/R, budget forecasting, annual
1993-Present budget preparation, month & year-end reports.
* Insurance reconciliation, Medicare, Medicaid and VA benefits.
* Page layout, newsletter creation from layout to bulk mailing.
* Computer literate including: Macintosh and PC platforms, MSWord,
Pagemaker, Excel, Filemaker Pro, Quicken, Quickbooks, Yardi and others.
* Able to set-up and maintain a computer network.
* Staff supervision, training, management and personnel experience.
Case Management * Independent contractor, guardianship, court visits, court testimony,
1998-2001 assessments, medical monitoring, care coordination, client and family
support. Contracted with Action HealthCare Services, Inc.
Psychotherapy * Trained in the Hakomi Integrative Somatics technique of body-centered
1998-2004 psychotherapy.
Nursing * Psychiatric - case management, assessment, medications, crisis intervention
1978-Present and symptom management. Group and individual therapy experience.
* Medicare - staff nursing, medications, physical assessment & family support.
* Home Heath nursing - case management, CNA supervision, client and family
support.
* Geriatric, psychiatric, long-term care and home health nursing experience.

2. EDUCATION
The Mediation Process – Mares-Dixon & Associates 7/19/2013
Cal-State Fullerton Certificate Program for Trustee and Conservator 2004-2010
Various Guardianship Alliance Training Seminars -1999-2001
Group Leadership Training - 1998-1999
Hakomi Integrative Somatic Training - 1996-1997
Spectrum Massage School - LMP - 1993
University of Washington - BA Psychology - 1982
Big Bend Community College - AA Science, LPN - 1979
Variety of continuing education in psychotherapeutic techniques, Guardianship,
Conservatorship, POA and related law and practice issues, case management,
massage, nursing and office skills. Quickbooks Certification.
REFERENCES AVAILABLE UPON REQUEST