Services
The Starter Legacy Package
A guided 6-hr program via Zoom, with checklists & templates.
Cost: $750
Give your loved ones the peace of mind that comes from knowing you have a plan, where to find it, and crucially, how to access it.
If you’re overwhelmed and not sure where to start, this is for you.
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You don’t have a Will, or yours is outdated. Or, you have a Will, but nobody knows about it, or where to find it.
You have kids, but no guardianship plan.
You’ve never put your final wishes in writing.
If you died tomorrow, no one would know what bills to pay, what accounts to close, or where to start.
Your household inventory exists only in your head, which is not ideal in an emergency.
Your partner handles all the bills, passwords, and online accounts — and you’re not sure how you’d manage if they died first.
You’ve spent years taking photos on your phone, but no one else knows what’s there, what matters, or what should be saved.
You have a remarkable life story, and maybe it’s time to tell it.
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Think of this as your ‘just in case’ playbook. A guided process to get your most important documents, accounts, and wishes in order. It’s like leaving behind a treasure map — where the treasure is answers, instructions, and peace of mind when life hits the fan.
Save your loved ones time, stress, and awkward “so…now what?” moments.
Spot the gaps in your life planning.
Organize your vital documents in a system that actually makes sense, whether you’re digital, analog, or a charming combination of both.
Protect your digital legacy with passwords, legacy contacts, and clear instructions for the people who may need to step in.
Make a plan for your stuff, from sentimental keepsakes to valuables and collections.
Create an in-case-of-emergency file with key contacts, instructions, and a communication plan.
Preserve the photos, stories, and memorial wishes that help your people honor your life the way you want.
Get referrals to trusted professionals in my network for appraisals, estate sales, move management, real estate, legal services, storytelling, and more.
This isn’t just paperwork. It’s peace of mind. It’s an enormous act of love for those you leave behind.
Clicking the “Buy Starter Package” button will get you started right now. You’ll 1) fill out a contact form, 2) sign a client services agreement, 3) pay an invoice, and 4) schedule your first appointment with me. Sometimes making that time & money commitment is the only way we get things done!
Not sure yet? Schedule a consultation and get more information.
Please note: I am not a lawyer, and I am not providing legal advice. I am a Professional Organizer who can help you prepare for formal estate planning.
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Please note: I am not a lawyer, and I am not providing legal advice. I am a Professional Organizer who can help you prepare for formal estate planning. 〰️
One-on-One Support
Your Digital Life, Organized
Feel less annoyed, and more ease in your daily life.
Cost: $120/hr
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You’re a Mac person…sort of. You own the gear; you’re just not 100% sure how to use it.
You don’t need a full tech overhaul. You need someone who can make the digital chaos feel less chaotic.
You’re conversational in “computer”, but not quite fluent. You want your Mac, iPhone, iPad, email, photos, files, and cloud stuff to actually cooperate, without making you feel like you need a computer science degree, and a nap.
Your desktop is a junk drawer, your inbox is a black hole, your photos are everywhere, and your passwords are one bad habit away from a future headline.
Maybe your devices keep asking for updates, your storage is full, your subscriptions are multiplying, and you’re just trying to keep your life organized without spending half your day searching for things.
You’re in the right place!
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Turn your desktop into a clutter-free moment of Zen.
Make your Mac devices work better for you, and play nicer together.
Learn productivity & accessibility features baked into the Mac ecosystem that can make life easier.
Streamline email, and learn micro habits that (eventually) reduce email volume and keep it manageable.
Consolidate digital pics and finally organize that photo library, or at least put an album structure in place that will help you moving forward.
Find and stop hidden money leaks. Make a single list of subscription services with payment and due dates; deactivate the stuff you don’t need.
Learn best practices for naming and organizing files, and set up a filing system that works for you.
Reduce the time it takes to find things on your computer, inbox, or other online spaces.
Backup and protect your data.
Set up a password manager to keep your passwords strong, secure, and handy – to you, as well as someone you trust in case of emergency.
Feel confident you can spot shenanigans like spoofing and phishing that threaten your finances and reputation.
Use browser features to speed up your online experience and reduce tab clutter.
Set up Legacy Contacts on key accounts, so your online data has a caretaker if something happens to you.
Safeguard your personal time with productivity tools that help you enforce healthier technology boundaries.
No shame. No eye-rolls. Just practical help from a live human who gets it.
Are you picturing what life could be like with less chaos every day? It’s good, right?!
The Start Here Consultation is $60, payable when you book. We’ll discuss your needs, explore how I can help, and determine whether we’re a good fit. If you choose to work with me, I’ll apply your $60 payment toward your first invoice for any paid service. (Terms apply.)
FAQ
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To keep things simple, my onboarding process is streamlined and automated:
Let’s meet: We start with a 30-min Zoom consultation to make sure we’re a great fit. If so, we’ll get your first session scheduled right then and there. The cost for the consultation is $60.
The paperwork: I’ll send you a services agreement for you to sign.
The payment: Once signed, that document automatically becomes your first invoice. A modest pre-paid retainer, typically 3-6 hours depending on scope complexity, gets us started. After that, you pay as you go.
Stay on track: You’ll get automated reminders for our upcoming sessions so you never miss a beat.
I don’t believe in one-size-fits-all. Everyone’s circumstances are different, and everyone learns at their own pace. I work on a flexible, pay-as-you-go hourly basis so you only pay for exactly the support you need, when you need it. But feel free to ask me about discounts for pre-paying blocks of hours for larger projects!
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I find that folks willing to invest a little upfront have a higher degree of readiness and commitment to embarking on a big organizing project.
Plus, if we end up working together, you’ll get that money back in the form of a credit toward services. (Terms apply).
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It depends. I may come to your home for 3-5 hours; sit with you and your gadgets, help you adjust settings, teach you a few things, and gather intel on how you like to work.
If you’re very tech savvy and simply trying to level-up on something like inbox management, I can do remote sessions via zoom. But more often, the folks who call me are in quite a pickle. It’s usually more efficient and less annoying for you when I can be there in person.
If you have a single issue to address, like updating privacy settings, we can make good progress in a single session.
But let’s say you have several goals: organizing your online photos, inbox management, implementing a password manager, and capturing your online accounts and subscription services in writing. That’s probably 2-4 sessions.
The amount of time it takes depends on many factors: your level of proficiency, how quickly you make decisions, the age of your device(s), whether your software is up to date, and even whether you’re hungry, thirsty, or tired.
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I live in San Francisco’s Inner Richmond. I service Marin country as far north as Novato; East Bay: Richmond, Berkeley, Oakland; San Francisco, South San Francisco; and Peninsula as far south as Belmont.
Because in-person sessions tend to be short, I like to keep my roundtrip commute time to 60 minutes from San Francisco. I will travel further, but I do charge for my time beyond 60 minutes roundtrip.
Want Group Support? I’m assessing interest.
Wouldn’t it be more fun to get organized together?
Join a community of equally tech-weary folks and turn digital chaos into calm, together. 😀
I’m contemplating a subscription-based group support option for people who want ongoing help, encouragement, and practical tech guidance without the price tag of one-on-one support. This future program may include live classes, office hours, recordings, a resource library, and occasional bonus content to help you learn, troubleshoot, and stay accountable alongside a like-minded community. I’m envisioning a flexible, lower-cost way to get support, get questions answered, and make steady progress with your tech, digital organization, and legacy planning.
If this sounds cool to you, click the Get Updates button below 👇 and weigh in. Let’s build something together!
Don’t see what you need here?
It’s worth a conversation to find out if I can help. Even if my answer is no, I may be able to connect you with a yes.