Helping people achieve their vision for growth and greater happiness
Helping clients declutter paperwork for ease of managing both electronic and paper files with customized solutions based on their individual needs.
Menu of Services:
Feeling overwhelmed by all the paperwork: statements, bills, medical, co-pays, checking, savings, IRA’s, pensions, annuities? Don’t have time to manage all this paperwork so it is readily accessible when you need it? Let me help you start fresh!
Consult & Evaluation
Assess current system for managing paperwork; discuss what your desired outcome would be and recommend a customized solution that works best for your style.
Create a Sustainable/Manageable Solution
Review and organize paperwork and create a filing system that is manageable by month, year, etc. that is easy to maintain for quick retrieval of important information.
On-going maintenance for ease of information management
Quarterly/Annual assessment of customized systems and recommendations for enhancements, modifications, improvements
I am an experienced Life Coach, Organizer and Manager and have successfully set up systems that are easy to maintain and can take the worry out of where information is stored. Drawing on my expertise as an Executive Assistant to two Presidents of national and international companies, I am well versed in the attention to detail it takes to have important information readily available. To schedule an appointment, contact me using my contact page above.