About Marilee

DSC_0145Marilee has been helping businesses and individuals accomplish their goals for over 18 years.  She helps businesses identify their “sweet spot” — strategically crafting what they offer to best succeed in the marketplace….and then communicating to the right people through smart branding and messaging.

She works with business owners and organizations who want to develop and implement an intelligent, no-nonsense, sustainable brand and system to increase profitability and customer satisfaction.

This is accomplished a variety of ways;
– Strategic Business Consulting
– Coaching
– 9-Hour RESET business owner/executive retreats
– Keynote speeches
– Subscription programs

In addition to her business strategy work, Marilee is also a leading voice on the topic of long-life planning in general, and long term care planning in particular.  A former insurance agent, CLU, and national instructor for the Certified Senior Advisor designation, Marilee saw her beloved grandmother need 10 years of care from age 89-99.  Author of “The Complete Idiot’s Guide to Long-term Care Planning,” Marilee is uniquely qualified to speak on the topic of long-life planning, and has spoken to thousands of people on the topic, from professionals at Estate Planning Council meetings to employees at Toyota’s at women’s conferences.

In the Media (partial list)

Kiplinger’s  “How to Buy Long-Term-Care Insurance” (November 2014 print magazine)
Kiplinger’s  “Planning for Alzheimer’s
Kiplinger’s: “Long-Term-Care Rate Hikes Loom” by Kimberly Lankford.  Marilee is quoted in paragraph 13.

New York Times: “Getting Insurance for One’s Frailest Years” by Walecia Konrad.
Marilee is quoted in paragraphs 12 and 13.

Have you worked with me?
Please send a testimonial.


I just started working with Marilee recently. We had a wonderful consultation last week. She had some great advice about changing the title of a presentation I’m doing, in order to appeal to a much wider audience. I am so pleased with and most grateful for the suggestion. In contrast to a lot of other resources I have, Marilee keeps reminding me to answer the important foundational questions as I continue to refine and build my business. I’m looking forward to our next monthly consults, and also to the teleconferences. I recommend her highly.
Darlene Corbett, LICSWNeedham, MA

Marilee’s Clients