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

For more information call 415-566-2535 or email mary@marymcclung.com