SERVICES
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
Divorce
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
Certifications
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
Education
BA in Journalism and Mass Communications, University of Oklahoma
Barney Fletcher School of Real Estate, Licensed Real Estate Agent (inactive)
Bookkeeping
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
Stay In Touch