Autonomy, Productivity & Peace of Mind
My goal is to provide organizing strategies that help people adapt as their needs change.
As an advocate, confidante and resource partner, I help clients achieve a sense of control in areas that previously overwhelmed them.
What I offer:
• streamlining paper flow
• creating systems to track financial data
• preparing reports for financial advisors
• collecting data for CPAs & tax preparation
• setting up and maintaining paper files
