Fun Projects
Estate
Monitor IRS returns
Monitor WA state
Agreement with IRA
Find CVS stock
Manulife - sell or keep
Final close
Properties
Mach plan
Rental house
Money
Mapping
Buckets
Spending plans
Investment-tending
Little Hearts / Biz
Book$
Taxes and requirements
Office and rentals
Great Job + Vocation
Coaching model - explore
Social Justice - program and or school
Pockets of Money
WA Refund / estimate
$85K - $100K > $104K
IRS Refund / estimate
$25K > $31K
Manulife / Estimate
$20K? > $27K
Estate MM account
$436K
Estate checking account
$21K
CVS Check
$33K
Diamond Level Queen$ Support
Text convos
+ phone calls
+ quick errands
+ 6-ish hours of support
Combo of…
weekly sessions
homework
short calls
🌈 Month 6 / July
Tue, Jul 3 / .5 / homework
Tue, Jul 14 / 1.0 / Sara meeting
Tue, Jul 20 / 1.75 / Homework
Tue, Jul 21 / 3.0 / Sara dbl meeting
*half rate
Planned: 6.0
Running Total: 3.25 / 6.0
Notes
Jul 5 / Reviewed tax returns, email to Jacob
Jul 14 /
Jul 20 / Renewal contracts and new web page
Diamond Level Queen$ Support
Text convos
+ phone calls
+ quick errands
+ 6-ish hours of support
Combo of…
weekly sessions
homework
short calls
🌈 Month 5 / June
Tue, Jun 2 / 1.25 / meeting with Sara
Wed, Jun 3 / 2.0 / meeting w/ Jen and Andrew paperwork
Fri, Jun 5 / .75* (of 1.5) / homework
Mon, Jun 8 / 1.0 / homework
Tue, Jun 9 / 1.5 / homework
Wed, Jun 10 / .75* (of 1.5) / cars
Thu, Jun 11 / .75 / Jenn meeting
Fri, Jun 12 / .5 / homework
Tue, Jun 16 / .5 / homework
Thu, Jun 18 / 1.5 / homework
Fri, Jun 19 /2.0 + .5 / homework + docs(half rate)
*half rate
Planned: 6.0
Running Total: 13.25 / 6.0
Notes
Jun 2 / Plan for Scott, look at contract
Jun 3 / Meeting with Jen, insurance policy values, future
Jun 5 / contract to Sara, signed, to Andrew
Jun 8+9 / documents for Jacob, new numbers, chart, email about life insurance (Sara or estate)
Jun 11 / meeting with Jen, more on life insurance policy
Jun 12 + 16 + 18 + 19 / email, notes, CVS steps, new notes on life insurance policy, updated chart // half rate - Errand is quick office meeting, And called Manulife. Sign 2023 return and tried to mail at postoffice. (but closed for Juneteenth. Will mail on Monday, no extra hours added then.)
Diamond Level Queen$ Support
Text convos
+ phone calls
+ quick errands
+ 6-ish hours of support
Combo of…
weekly sessions
homework
short calls
🌈 Month 4 / May
Mon, May 4 / 2.0 / homework
Mon, May 4 / 2.0 / meeting with Sara + Ira
Tue, May 5 / .25 + 1.25 / homework, meeting w/Sara
Tue, May 12 / 1.0/ meeting w/ Sara
Tue, May 19 / 0.0 / meeting w/Sara - friend time
Tue, May 19 / .75 / meeting w/Jocelyn
Wed, May 20 / 1.25 / homework - docs for jacob
Thu, May 21 / 1.25 + 1.0 / Jacob meeting w/Sara + Ira
Fri, May 22 / 2.25 / homework
Tue, May 26 / 1.25 / meeting w/Sara
Running Total: 11.75 / 6.0
Overage: 5.75
Notes
May 4 / Numbers and scenarios for closing the estate, homework then meeting at Watershed, plan to pitch to Jacob, and playbook for afterwards (with continued money in and payments out)
May 5 / Superbill
May 12 / Paperwork, organizing account info (to make it easier if something happened to Sara), WA state taxes for biz
May 19 / Jocelyn - timing for HJM filing, estimates for cost, review of Estate numbers for FY filing, uploading files
May 20 / Revised docs for Jacob, closing the estate
May 21 / Prepped visuals for meeting with Jacob, checked numbers, meeting, start the closing process
May 22 / Estate accounting FY2, answering Andrew’s questions, quick meeting with Jocelyn
May 26 /
Diamond Level Queen$ Support
Text convos
+ phone calls
+ quick errands
+ 6-ish hours of support
Combo of…
weekly sessions
homework
short calls
🌈 Month 3 / April
Thu, Apr 2 / .5 / homework
Tue, Apr 7 / 1.25 / meeting w/Sara
T-W, Apr 7-8 / 1.0 / homework
Fri, Apr 10 / .25 + 1.5 / meeting w/ Sara
Tue, Apr 21 / 1.25 / meeting w/Sara
Thu, Apr 23 / .75 / homework
Mon, Apr 27 / 1.0 / homework
Tue, Apr 28 / .5 / homework
Running Total: 7.75 / 6.0
Carry forward/overage: + 1.75
Notes
Apr 2 / Office support - HVAC materials
Apr 7 / Ideas for new biz offering, web page and pricing
Apr 7-8 / Superbill homework
Apr 10 / Superbills + New biz offering draft
Apr 21 / Property taxes, current status, less urgent, money decisions
Apr 27 / Numbers for the estate, prep for Jacob
Apr 28 / Number story for estate, diagrams
Diamond Level Queen$ Support
Text convos
+ phone calls
+ quick errands
+ 6-ish hours of support
Combo of…
weekly sessions
homework
short calls
🌈 Month 2 / March
Tue, Mar 3 / 1.25 / meeting w/Sara
Wed, Mar 4 / 2.0 / meeting for Sara
Mon, Mar 9 / 2.25 / homework, meeting w/Jacob, King County
Tue, Mar 10 / 1.25 / meeting w/Sara
Wed, Mar 11 / .25 / homework
Tue, Mar 17 / 1.25 / meeting w/Sara
Tue, Mar 24 / .5 / homework
Tue, Mar 24 / 1.25 / meeting w/Sara
Tue, Mar 31 / 1.0 / meeting w/Sara
Running Total: 11.0 / 6.0
Overage: 5.0
Notes
Mar 3 / Called CVS, banking and money flow
Mar 4 / Sara support
Mar 9 / Email to Andrew L with Manulife email, prep questions for Jacob meeting, Jacob meeting, drove to King County (1/2 rate)
Mar 10 / Met with Guido, accounts, CVS packet
Mar 11 / Upload docs to Andrew, CVS packet Prep
Mar 17 / Talking through numbers, prepping for Jacob, office dynamics, adjusting for long haul, tax chores up ahead
Mar 24 / Homework - HVAC write-up. Called Principal - returned 1099-s reordered. Talked to Life Events to get reissued DOD value letter. (Was mailed on Feb 23…got lost. Will take 15 more days from now.) Planned ~ File WA DOR, File Extension for IRS, Call DWS, get DWS document
Mar 31 / New directions for biz
Diamond Level Queen$ Support
Text convos
+ phone calls
+ quick errands
+ 6-ish hours of support
Combo of…
weekly sessions
homework
short calls
🌈 Month 1 / combo of Jan + Feb
Mon, Jan 26 / 2.25 / homework
Tue, Jan 27 / 2.0 / meeting + homework
Thu, Jan 29 / .25 / homework
Sat, Jan 31 / .5 / meeting with Jocelyn
Tue, Feb 10 / 1.0 / meeting with Sara
Mon, Feb 16 / 1.5 / meeting w/Sara + Ira
Tue, Feb 17 / 1.25 / meeting with Sara
Tue, Feb 17 / .5 / homework
Wed, Feb 18 / .75 / meeting with Sara
Thu, Feb 19 / .25 / homework
Fri, Feb 20 / .25 / homework
Running Total: 10.5 / 6.0
Overage: 4.5
Notes
Jan 26 / Emails and docs to Guido, Estate PnL w/Income+ Expenses separated by houses
Jan 27 / Manulife, next phase - accounting, ideas for adjusting Donny’s agreement, DOR filing, mailed Manulife!
Jan 29 / Emails, note capture
Jan 31 / Jocelyn hand-off
Feb 10 / Shifting costs to Donny, map of accounts and things needing upkeep (e.g. property taxes)
Feb 16 / Estate accounting, end goal, spending estate money on homes
Feb 17 / Accounts + money flow, money monitoring, new office services, book$ for January
Feb 18 / File WA taxes, call Principal, CVS, Manulife
Feb 19+20 / email, docs to Andrew, venue rental
Overage
Jan-Feb / 4.5
Mar / 5.0
Apr / 1.75
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Total overage / 11.25
Overage paid off / 6.0
Remaining overage / 5.5
🌈 Payments
1 / $4083 / Deposit and month 1 / 1.25.26
2 / $2083 / month 2 / 2.25.26
3 / $4166 / month 3 and overage-or-catch up / 3.25.26
4 / $2083 / month 4 / 4.24.25
5 / $14585 / remaining months 5.25.26
JGF Savings
Jenny earns her keep ;-)
ESTATE
♡ Prevented WA state penalties + fees $6 - 10K
♡ Finally got access to BofA
♡ Suggested moving Estate account into HYS ~ Earn $10K in coming year
♡ File IRS taxes in time to get refund back
SARA
♡ Proposed higher rates for Little Hearts
♡ Prism Therapies - Sara doesn’t pay rent for office
♡ Preventing fees with WA state + IRS
NEW Diamond-Level Queen$ Support
Diamond Level -
Weekly team member + responsive comms + homework
$27,000 a year / $15,000 for 6-mos
And optional 1-5% celebration bonus at the end
Get 5% off if you pay all upfront:
For the Year ~ it’d be $25,650 (save $1350)
For 6 mo-s ~ it’d be $14,250 (save $750)
Or, you pay initial payment + monthly installments
Ideas & Offerings
♡ I think we’ll need weekly work for 6 mo-s for sure…
♡ If you choose the Full Year ~ and your need for me decreases, I’m happy to adjust the contract and extend it. (Ex. if we have 4 mo-s left, and you need me half time, we’d re-calibrate so you’d get me for 8 more months within the same contract.)
♡ We can start with Estate paying the fee, then if it switches to Sara’s biz, Sara can reimburse the Estate, or classify part as an owner draw
Monthly Payment options
YEAR-LONG Plan
$2000 Initial Payment
+ $2083 per month
Feb 1, 2026 - Jan 31, 2027
6 MONTHS Plan
$1000 Initial Payment
+ $2333 per month
Feb 1, 2026 - Jul 31, 2027
*Payments requested by the 25th of the month prior to service
*Checks and cash accepted
Big projects + themes
WA Estate taxes
All docs to accountant
Access to investment accounts
Home appraiser
IRS
Estate taxes
Estate PnL by fiscal year
Costs by home
Tracking expenses and distributions
Howard J Marcus taxes
All docs
Rental and biz prep
Closing Estate project management
Notes on money moves
Accounting for closing
Scroll down for Wingwoman notes
♡
Harmonious and Lucrative!
Sovereign leader