Keeping track of all the paperwork you need to run your life becomes more complicated every day.

Are you prepared?

Do you worry about what would happen if for any reason you are not able to manage your financial, health, and household affairs? Would someone else know how to access your bank and investment accounts? Your health insurance details? Would they be able to step in and take care of handling your bills and other household matters? Do they know your wishes regarding your estate?

Are other family members prepared?

Do you have older family members whom you might need to help? Do you know how they pay their bills, where they keep their financial records, details of their insurance coverage? Do they have up-to-date estate planning documents and medical directives? Are they safe in their online practices?

Let me help you!

Whether the need is for you or for a family member, I can help with organizing and simplifying the paperwork of your life. Once you know what you have, where to find it, what it means, and what might be missing, you will be able to let go of much worry.

If you would like hands-on help, I can work with you on a one-time basis or in a series of sessions. I can do on-site visits in the Seattle area and phone or video chat sessions anywhere.

If you are more of a do-it-yourself person, you can purchase the Go-To Files kit or Go-To Guide binder, either which includes one hour of consulting time; contact me for more information.

Get in touch!

To set up an initial free consultation or for answers to any questions you might have, please contact me.

I look forward to working with you!