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.


As a very busy consultant, I can say that Marilee’s coaching has been extraordinarily helpful. I’m flat out with engagements now, and she has been instrumental at helping me make not only meaningful progress on my long range goals, but helping me manage and leverage immediate opportunities such as speeches. Her thoughtful insights are right on. We have two hour-long calls a month. Just had a call today, and found myself saying to her “I’m so happy every time we talk.” If you are considering working with Marilee, I can tell you that you won’t be disappointed.
April Callis Birchmeier, CCMP, PMP

Marilee’s Clients