Financial Sorting

Do you have paperwork everywhere yet no idea what it all is?
Do you have a maze of bank/investment accounts, but no idea why?
Do you have a hazy sense of where your important documents are?
Do you have years-worth of a build up of paperwork which you may not even need but don’t know where to start?

There’s an old saying that used to hang on a wall in my childhood home: “A cluttered desk is the sign of a cluttered mind.” Whether or not you believe this, one thing is for sure: if you are bogged down with endless paperwork, it can zap your energy, cause unnecessary stress, and even result in late fees, penalties and interest.

In my work with you, my goal is two-fold:
1. Work with you to get through the pile(s)!
2. Set you up with a simple and easy system so, going forward, you can comfortably stay ahead of the chaos.

This will not likely be a quick-fix solution. It takes time to figure out your organizational needs, but more importantly to adopt them. Why is this important? You have control of your space. You know where everything is and you know how to access it quickly. You will SIMPLIFY and let go of things you don’t need. Because it takes time to change behaviors, this work usually takes 2-5 initial sessions over 2 weeks (2 hrs each) followed by monthly sessions for 6-12 months.  

Hourly: $75
Typical Starting Cost: $375