Where to Go & What to Do is dedicated to Families challenged with Elder Issues to include Care Navigation, Senior Living Community Placement, Veterans Benefits Consulting, Estate Planning, Legal Document Services and Elder Abuse information.

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 empowering information in order to make well informed decisions. Her greatest strength is her passion and full understanding of her clients needs.

Her professional knowledge comes from working with medical providers such as: Hillhaven Corporation, Ocadian Health Care, Health Quality Management Group, Northern California Veterans Medical Centers, Chelsea Naval Hospital and Massachusetts General Hospital. She has established Patient and Family Advocate programs for major medical providers and 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 Services Worker, Legal Document Assistant (formerly knows as Independent Paralegal) and Notary Public. Joanna lives and works in the East Bay. She is an active member with Contra Costa County*s Ageing and Adult SHARE Planning Committee and volunteers at various medical facilities with her 2 pet therapy dogs Fonzi and Sadie.

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!, studies to be a Physical Therapist and is a member of Phi Beta Kappa.

client testimonials

I was all alone battling a serious illness. Joanna Marie managed my medical and financial needs. I am a Veteran. Joanna got me in to the VA system and coordinated my medical insurance from my employer with my Veterans benefits. Because of merging these benefits together I did not have to pay anything for the wonderful medical care I received. Joanna also followed my medical challenges and stayed by my side every step of the way. She worked along with my doctors to understand everything. I would not be well today and with absolutely no medical bills if Joanna was not there helping me make very difficult decisions. Thank you Joanna - Dennis Dean

You may not remember me but we spoke a couple of months ago by accident when you answered the Adult Protective Services line even though I was calling for another service. You were the most helpful Government Employee that I have ever spoken with (no JOKE!) and it appeared as if you were genuinely interested and wanted to help with my problem. I know that you will say that you were just doing your job but I want to say Thanks for your caring attitude and for the help you provided. Just to brief you - I have an Uncle who lives in Richmond and has been diagnosed with Alzheimer’s/Dementia. I needed someone to work on my behalf since I live in Dallas, Texas. After a few minutes listening to my story you recommended Joanna Marie to me as someone who could provide direction and assistance. I called Joanna and the rest is history. She is the person you said that she is by demonstrating integrity, fairness, passion for her work and truth. She has provided assistance to me and t o my family living in Oakland, CA. We are still in the planning stages for my Uncle but Joanna's involvement has been critical. Joanna extended her service by contacting other's who provided assistance with regard to my Uncle's Veterans' Benefits. Joanna was a real special find and I thank you for referring her to me.
Thanks so much for your help. - Jim Cobon

I didn't know what to do. I had placed my Mother in a care community with an agreement to a certain price. A short while after my Mother entered the care community they sent me a letter wanting more money which was against the agreement I made with them. Where to Go & What to Do helped me have the care community honor their agreement and not keep charging me more and more money. They also helped me find a new care community where my Mother and I feel like we are family. - Margaret

I am a Department Director for a major medical center in the Bay Area. I found myself in frenzy when my Mother became very ill. I did not have the proper papers in place to take care of my Mom during her illness. I called all over town, was quoted extremely high prices and told it would take several weeks to prepare the necessary papers. I remembered Where to Go & What to Do. I called and told them my urgency to have things in order for Mom. I couldn't believe it! They told me they would come the next morning and have all necessary paper work done within an hour. I was amazed! - Ms. B

Proudly serving Contra Costa, Alameda, & Solano Counties

Joanna Marie
Where to Go & What to Do - Family & Elder Services
P.O. Box 1495
Martinez, CA 94553

Phone #: 925-228-2679

joannamariesees@yahoo.com
www.wheretogoandwhattodo.com

If you prefer, indicate your needs in the form below and I will contact you to let you know how I can help.