You’re Not Behind, You’re Here Now
Many people come to me feeling embarrassed about the piles, the confusion, or the years they avoided dealing with this. But chaos is the norm in these situations, not the exception. Estates and divorces create complexity that even financially savvy people struggle to navigate. My job isn’t to judge how you got here. It’s to help you move forward.
$000.00
Clarity
We’ll start with conversation. You’ll show me where you’re stuck, and we’ll begin sorting through what needs to happen next. We work at your pace, with time for all your questions. By the end of our session, you’ll have more clarity about the path forward, and we’ll both know if working together is a good fit.
2 hours, on-site
$0000.00
Foundation
After our Clarity Session, the Foundation Package gives you the hours you need to make real progress with sorting documents, creating asset lists, and preparing for meetings with your attorney, financial advisor, or accountant. We’ll work together over the coming weeks or months, using a mix of on-site and virtual sessions as makes sense for your situation. You’ll also have text support between sessions for quick questions or encouragement.
$0000.00
Momentum
For clients who need sustained support through a longer transition, the Momentum Package provides the hours and flexibility to keep moving forward. Whether you’re working through a complex estate or navigating divorce over many months, you’ll have the partnership you need to stay organized and on track. Same mix of on-site and virtual sessions, same text support, same expiration terms.
Attorneys and financial advisors are essential during estate and divorce transition, but they work best when you come to them organized and prepared. I help you sort through documents, identify what you own, and develop the questions you need to ask. I bridge the gap between piles of paper and productive conversations with professionals. I don’t have all the answers, but I’ll help you ask the right questions.
Choose the Ideal Service Plan
Compare tailored packages designed to support adults over 50 through complex life changes with clarity and care.
Essential Organization Session
Focused support for sorting key financial and legal documents to prepare for important meetings.
Personalized Consultation
Document Inventory & Sorting
Confidential Handling
Preparation for Advisors’ Meetings
Follow-up Recommendations
Comprehensive Planning Package
In-depth organization and review of estate and financial paperwork with ongoing client support.
Dedicated Time with Specialist
Detailed Document Tracking
Secure Information Management
Strategy Session Preparation
Customized Action Plan
Premium Transition Support
Full-service organization tailored for smooth navigation through divorce or estate transitions.
One-on-One Coaching
Comprehensive File Compilation
Privacy Assurance
Advisor Meeting Briefs
Ongoing Progress Monitoring
Compassionate Guidance Through Your Life Transitions
Discover how Minimologist can simplify your financial and legal preparations. Connect with us today to start organizing your future with confidence and peace of mind.