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How I help individuals
ensuring Your Person knows what you have, where to find it + how to access it all when they need to
can't keep track of all your passwords? transferring from one password manager to another?
How I help other small biz owners & solopreneurs
Business Succession Playbook™
Highly motivated to work on your own and are looking for a comprehensive spreadsheet to complete on your own schedule? The Business Succession Playbook™ is meant for you!
Want to organize your business details and need a little accountability and support to get it done?
I host accountability sessions 4x/month to help keep you focused and on task.
one-on-one
Looking for a private and highly personalized experience?
I'm happy to work with you individually based on your specific needs.
my offer for you
I want to help you leave an organized legacy!
FOUNDATIONAL DIGITAL COURSE
This course guides people in organizing their important life details. It includes:
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12 worksheets
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1 spreadsheet
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5 bonuses
And because we have different preferences and use different digital tools, there are four versions available.
Get Organized HQ Virtual 2025 participants receive 11% off with code GOHQ2025.
offer is valid through December 31, 2025
Want to learn more about modern-day estates?
Other legacy and estate-oriented resources
Other trusted helpers
Looking for tools to help organize some
of your important life details?
