Services 2022-03-30T16:02:38-04:00


Home and Office Organizing

Organizing and decluttering your home (kitchens, pantries, closets, living room, bedrooms, playrooms, home offices, laundry rooms, garages, basements, attics) • Organizing or downsizing estates • Organizing your move (decluttering/downsizing, packing, and unpacking)

Desktop management • Create or improve file systems • Paper flow management • Office design and layout • Ergonomics • Paper/records management • Clutter control • Organizing common areas and supply rooms • Time and self-management coaching



Senior Advocacy/Advisory

Evaluate and Recommend home service companies and residences based on client’s needs • Assist with applications for benefits • Community referrals • Liaison between professionals and client and client and family • Protect client from financial abuse and fraud • Right sizing 


Organize divorce paperwork and prepare necessary financial documents • Assist in identifying long-term goals and priorities • Provide a strategic and logical viewpoint during emotional challenges • Create focused meeting agendas, keep attorney meetings on track, collaboratively discuss your options post meeting • Provide work product requested by attorney • Attend and advise you during mediation

Real Estate Holdings

Manage residential and rental properties • Monitor mortgage, real estate tax payments, rental income and expenses • Home staging  



Certified Professional Daily Money Manager(R)(expired 12/31/2020)

Certified Senior Advisor(R) (expired 12/31/2019)

Certified  Adult First Aid/CPR/AED Red Cross 

Home Advisor Screened and Approved Pro

Notary Public



BA in Journalism and Mass Communications, University of Oklahoma

Barney Fletcher School of Real Estate, Licensed Real Estate Agent (inactive)



Organize bills for payment and contact vendors when necessary • Prepare checks, make bank deposits, arrange for direct deposit and transfers • Reconcile bank statements • Utilize accounting software (Quicken, QuickBooks) to categorize income and expenses • Set-up online bill pay and mobile deposits • Analyze financial habits and pinpoint trouble spots • Establish budgets • Assist private banker, financial planner, broker, etc. per client’s request • Organize and maintain filing system • Open, review and respond to mail 

Income Taxes

Organize information for current and delinquent tax returns • Monitor estimated tax payments • Prepare tax summary for an accountant

Estate Matters

Assist executor of estate administration • Inventory assets and liabilities • File for life insurance proceeds, social security survivor benefits, pensions, and annuities • Assist estate, eldercare and tax attorneys as directed

Medical and Insurance Activities

Evaluate current health, life, LTC, homeowners’, auto, excess, and disability insurance plans • Prepare and track medical insurance claims, verify reimbursements, resolve problems • Liaison with insurance agents