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HOW I WORK

Initial phone consultation: All work begins with a phone consultation that lasts about 30 minutes. During this time we explore your situation and organizing needs, answer your questions, and figure out if we want to schedule an on-site session.

First on-site session: During this session we take a site survey of areas you want to address and assess your organizing needs in each area. We then choose one project you’d like to tackle and start working, so you can experience what it’s like to work together and get something done. We also talk about how we can continue the work in future sessions. This usually takes 2 – 3 hours.

Ongoing on-site sessions: These include hands-on assistance, guidance, direction, education, and encouragement. They last a minimum of 3 hours, except by special arrangement.

Telephone and email consulting and coaching is available for follow-up support and for clients at a distance.

To learn more visit the FAQ (Frequently Asked Questions) page.


bullet SERVICES AT HOME

At home, WholeLife Organizing can help you:

Manage Your Belongings

  • Make the best use of space
  • Face dreaded drawers, closets, rooms
  • Tackle expensive storage units
  • Unpack from your not-so-recent moves
  • Reclaim the floor and dining room table
  • Use all the space you have
  • Reduce clutter and unwanted possessions
  • Make decisions about what to keep, store, sell, donate, shred, recycle, discard
  • Bring more beauty and peace into your space.

Manage Paper and Emails

  • Find what you're looking for
  • Eliminate junk mail
  • Organize important records and documents
  • Create systems that work
  • Find your desk top
  • Submit insurance claims
  • Organize medical records and information
    (See "After Illness and Death" on the SAMPLE PROJECTS page.)

Manage Your Time

  • Clarify your priorities and goals
  • Accomplish what’s important
  • Develop manageable to-do lists
  • Create a schedule that works for you.

bullet SERVICES AT WORK

At work, WholeLife Organizing can help you:

Manage Your Files (Paper and Electronic)

  • Find what you’re looking for
  • Create systems that work
  • Reduce paper and email clutter.

Manage Your Space

  • Make the best use of space
  • Find viable storage solutions
  • Dispose of obsolete equipment
  • Reduce clutter
  • Find ergonomic solutions.

Manage Your Time and Tasks
(See "Losing Sleep" on the SAMPLE PROJECTS page.)

  • Remember all appointments
  • Get to meetings on time
  • Select a calendar system you’ll use
  • Accomplish what’s important
  • Find your desk top
  • Reduce interruptions
  • Work productively with employees and colleagues
  • Clarify priorities and goals.

Manage Your Projects
(See "Selling the Store" on the SAMPLE PROJECTS page.)

  • Clarify your vision and goals
  • Create a plan, schedule, and budget
  • Stay focused, on track
  • Make informed and fruitful decisions
  • Troubleshoot challenging situations
  • Research needed resources.

bullet YOUR MONEY LIFE

WholeLife Organizing can help you:

  • Pay your bills and taxes on time
  • Prepare your taxes
    (See "Better Late Than Never" on the SAMPLE PROJECTS page.)
  • Locate financial records
  • Use online banking and bill pay
  • Set up electronic payment services
  • Create budgets
  • Use a basic bookkeeping system.

bullet LIFE IN TRANSITION

WholeLife Organizing can support you before, during, and after important life events, like:

  • Moving (See "Blessing the Garden" on the SAMPLE PROJECTS page.)
  • Downsizing
  • Big celebrations like weddings
  • Divorce
  • Death of a loved one
    (See "Life After Illness and Death" on the SAMPLE PROJECTS page.)

bullet LIFE IN CRISIS

WholeLife Organizing can help you:

  • Recover from a major disaster, like a fire or car accident (See "After the Fire" on the SAMPLE PROJECTS page.)
  • Manage your life during a chronic and debilitating illness or disability.

bullet FOR WRITING PROJECTS

WholeLife Organizing can help you:

  • Edit print and electronic material
  • Organize ideas
  • Start, produce, and complete your project
  • Improve your writing style
  • Provide research services.

bullet FOR NEW ORGANIZERS

WholeLife Organizing can help you:

  • Understand what is involved in the art and craft of professional organizing
  • Receive information, education, guidance, and encouragement, through telephone and in-person coaching sessions
  • Address challenging situations with the support of a more seasoned organizer
  • Set up a bookkeeping system
  • Learn about self-employment and assess if it’s a good fit for you
  • Explore how your personality, learning style, pacing, preferences, and many other facets of your way of being affect others, including your clients.