Are you an Estate Attorney whose client can’t seem to close the loop on information sharing? Are you a Financial Planner whose client needs a little help getting their affairs in order? Are you a Professional Organizer who knows that your clients need to have all their “ducks in a row”, but don’t know where to start (or just prefer to focus on your own area of expertise)?
That’s where Behind the Scenes Organizing, LLC comes in!
I exclusively work with adults (18-98+) to ensure their priorities are handled and communicated with their loved ones, and other professionals that they work with (which means you!). I can help with the basics--an Assessment and Action Plan--or work more comprehensively with them. Ranging the gamut from assembling those emergency contacts, to documenting their social media, to notating where all their accounts are.
The benefits? This specialty is my business. I am an expert in the field. I will take excellent care of your client, help you look great, AND set your client up for success. I stay in my lane, and have a unique network of resources that can help both you and your client get what they need done DONE.
Are you interested in learning more about partnering up, or how I can help a specific client of yours? Please schedule a call with me HERE. I can’t wait to connect with you.