How Our Daily Money Management and Business Services Work
1st Phase: Schedule a 30-Min Discovery Call
Since every situation is unique, let's discuss your current situation and what changes you want to accomplish in your personal life or business. You'll be able to ask questions and make sure working with us feels right for you.
2nd Phase: Schedule your DMM or Productivity Sessions
After the Discovery Call, we'll get you scheduled.
The Initial session will be anywhere from 2 - 3 hours to get a thorough assessment of your situation, priorities, and goals. We will begin work that day, so you have a sense of accomplishment.
Continued sessions will last anywhere from 1-3 hours depending on the scope and projected timeline. The sessions will be scheduled once or twice a month, as agreed in the initial assessment.
3rd Phase: Let's do this!
This is where the magic happens! Through a series of tailored sessions, we will set goals, identify gaps and create sustainable systems in your workplace or personal life.
Efficiency and organizing doesn't come easily to most but should be accessible to everyone. We'll work to move your business or personal life beyond the roadblocks to create a simpler and more stress-free environment.
We work in the Portland Metro Area and virtually via video conferencing. Our office is located in Tigard. Work outside a 25-mile radius is considered on a case-by-case basis.
Have questions? Give us a call!
I am passionate about joyously transforming chaos into working harmony!