How do we get started?
The first step is to schedule a free, 20-minute consultation.
You’ll fill out your name and contact information, as well as a questionnaire. Just do your best with it. The purpose of the questionnaire is so that I have as much information before our consultation as possible so I can ask good questions and maximize our time.
We can have our consultation by phone or have a video consultation via Zoom (all you need is a smart phone or a computer with a camera and microphone). Whatever is easier and preferable to you.
The purpose of the 20-minute consultation is for you to meet me, ask initial questions, and get a sense of how I work. It’s also where I meet you, can ask questions about your initial goals and reasons for contacting me, and get a sense of your timeline and budget. The consultation is really where we see if we’re a good fit. If we’re not, I’m always happy to refer clients to another appropriate professional. The goal is for you to have the best team working with you to foster happiness and peace in your life.
Schedule your consultation here
What comes after the consultation?
If you feel good about our consultation and would like to move forward, the next step is to schedule an Evaluation & Assessment. You can do that by clicking here.
The purpose of the Evaluation & Assessment is for me to see the physical space you would like to work on (if that’s applicable) and to conduct a much more in-depth interview. We spend up to 2 hours together. It’s during the interview where I’m able to gather information about possible challenges and obstacles so I can address those with the right tools and strategies. There are many things that we discover during the Evaluation & Assessment that are not revealed during the consultation, so this is a vital and important piece of how I work. Giving you organizational and productivity recommendations without tailoring them to your specific needs, learning styles, and life is not what I do. There are reasons why you haven’t been able to do it yourself or have been struggling with getting things done. I’m here to address those reasons and foster lasting and sustainable change in your life.
Once we complete the Evaluation & Assessment, I take the information back with me to my office and spend about another 2 hours putting together an Assessment & Plan for you. It’s a written report that includes big-picture goals, obstacles and challenges, what’s worked in the past and what hasn’t, learning styles, strengths, suggested tools, strategies, and recommendations. If there’s anything I think you will be able to do on your own, I say that too! Every client is different – some people need to work right alongside me every session and some people don’t. Most often, my clients do a combination or working with me and working by themselves in between sessions. We won’t know which will work best until we really have a chance to talk it out, which is another reason for the Evaluation & Assessment.
Your customized report.
Let's get to work!
After I give you the written Assessment & Plan, we spend some time reviewing and talking about it and then we get started! (And did I mention, your first organizational session hour with me is FREE once the Evaluation & Assessment is complete!)
We meet in person or virtually or a combination of both. Sessions are easy to schedule and you can always cancel or change them, with 24-hour’s notice.