How we work together
Attorneys and financial advisors are essential during estate and divorce transitions, but they work best when you come to them organized and prepared. Together, we’ll sort through your 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.
Need a different scope? Custom packages available upon request.
* Price includes travel within the Lehigh Valley region of eastern Pennsylvania. Additional travel will be quoted as a custom package.
Clarity Session
Confused? Start here.
We start with conversation. You’ll show me where you’re stuck, and we’ll begin sorting through what needs to happen next. Unlike a consultation where we just talk, we’ll roll up our sleeves and make actual progress on your paperwork. 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.
At the end of the appointment, you can pay for the Clarity Session only, or commit to the Momentum Package to continue our work together.
$395
Momentum Package
Ready for real progress?
The Momentum Package gives you the sustained support to build real progress through your transition. We’ll sort documents, create asset lists, and prepare for meetings with your attorney, financial advisor, or accountant. Working together over weeks or months, we’ll use a mix of on-site and virtual sessions as your situation requires. You’ll have text support between sessions for quick questions or encouragement, and the partnership you need to stay organized and on track.
$1595
What happens during a session?
Here are examples of the work we tackle. Of course, each situation is unique, and we’ll choose and develop strategies that fit your needs.
The goal isn’t just to help you feel better. It’s to give you the concrete information and organization you need to make good decisions and work effectively with your legal and financial professionals.
Estate Executor Support
- Sort and organize financial documents
- Create a master list of assets (accounts, property, investments) for beneficiary and tax purposes
- Identify and track down missing documents or account information
- Set up a filing system for ongoing estate administration
- Prepare organized materials for meetings with estate attorneys and accountants
Divorce Transition Support
- Inventory all marital assets
- Organize financial documents for attorney review and court filings
- Develop a household budget to understand post-divorce financial needs
- Prepare asset lists for negotiations (distinguishing retirement funds, property, liquid assets)
- Create systems to track legal deadlines and document requests
- Organize tax returns and financial records
- Separating shared filing systems
Beyond the Paperwork
In addition, I bring years of general organizing experience. If you need support simplifying your daily routine, staying on top of bills, menu planning, or other household systems, we can include this alongside your estate or divorce work. Life doesn’t stop during a transition. Sometimes the everyday tasks need attention too.
FAQs
Answers to common questions
What geographic areas do you serve?
I typically work with clients in Northampton, southern Lehigh, and upper Bucks counties of eastern Pennsylvania. Travel outside of the greater Lehigh Valley will incur a travel fee.
Is everything confidential?
Yes. I follow the Code of Ethics of the National Association of Productivity & Organizing Professionals, which includes strict confidentiality. Your financial and personal information stays private.
Read more about NAPO’s Code of Ethics
What if I’m not ready to commit to a package?
That’s exactly why we start with the Clarity Session. It’s a low-risk way to see if we’re a good fit before making a larger commitment.
Do you replace attorneys, accountants, or financial advisors?
I prepare you to work effectively with your professionals, but I don’t replace them. I help you organize information and develop questions so your meetings are productive.
What if I need to cancel or reschedule?
48-hours notice is required for cancelling or changing an appointment.
Ready to get started?
Let’s begin with a Clarity Session. We’ll assess your situation and create a path forward together.