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MY SERVICES

Life has a way of getting messy — especially when it comes to passwords, financial details and all the little things that keep life and business running.

I help you get your essential information organized so you — and the people who matter most — can feel confident, prepared and in control. 

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No overwhelm, no tech jargon. 

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Just a practical, step-by-step process that makes sure nothing important slips through the cracks

Legacy Organizing

For you and your family's peace of mind

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When the time comes, your loved ones shouldn’t have to hunt for important documents, guess what your wishes are or stress over what’s missing.

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I help you gather, structure and document the details that matter — from financial accounts to personal preferences — so the people you trust have everything they need, exactly when they need it.

​“[Kate's support] is like [putting together] an emergency kit for your digital and physical life. It’s essential for anyone planning ahead."

Password Organizing

For people tired of login chaos

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No more sticky notes, messy spreadsheets or “forgot password” loops. Whether you need a total password overhaul or help moving to a new password manager, I’ll make sure your digital keys are secure, accessible, and easy for you — and your trusted people — to manage.​

​“Kate offers a rare mix of strong tech skills, patience, and support. She went above and beyond to help me transition to another password manager."

Daily Money Management

For staying on top of bills and financial records without the stress

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If keeping track of due dates, statements and account details feels overwhelming, daily money management services can give you peace of mind.

 

I help you stay organized with bill payment tracking, financial record keeping, and ongoing oversight so nothing falls through the cracks — and you can focus on living your life.​

​“Having [Kate] care for our bills is great. It's gotten to be a lot and we can't keep up."

Business Continuity & Succession Organizing

For business owners who want to protect their legacy

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Your business is more than a livelihood — it’s part of your life’s work. If something happens to you, your successor needs a clear roadmap to keep things moving without disruption.

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I help you capture the processes, access details and insider knowledge that make your business run, so your successor can honor your vision and keep things running smoothly.

​“This is information every business owner needs to pay attention to!"

Let's make life easier — together

Not sure which service is the right fit? Let's talk.

 

In a free, no-pressure conversation, we'll figure out the best way to get you (and your details) organized.

Or start small with my free worksheet

Download My Estate & Life Organizer to help you track the info that really matters.

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