Things to celebrate
✔️ All docs in to Mary
All docs in to Andrew
Estate tax docs
2024-5 and 2025-6
All docs to Jocelyn
Close out Estate
✔️ All docs in for Sara 2024 taxes
✔️ Docs to Jocelyn for HJM
2022, 2023, 2024
Taxes Filed!
✔️ 2024 - Sara
✔️ 2024 - HJM
2023 - HJM
✔️ 2022 - HJM
✔️ Found accountants!
Find CVS stock check
Get access to Manulife
JGF Savings
Jenny earns her keep ;-)
♡ Prevented WA state penalties + fees $6 - 10K
♡ Finally got access to BofA
♡ Suggested moving Estate account into HYS ~ Earn $10K in coming year
October / November/December TO-DOs
_x_ Estate PnL - 2024-2025 - Draft
___x_ Work w/Jocleyn - HJM 2022, 2023
___x_ Work w/Andrew - WA Estate taxes
_x_ Find new Home Appraiser
_x_ Get docs from Mary
_x_ Notes for the closing the Estate
_x Insurance premiums
_x House sales
_x_ Get access to BofA - Business accounts
_x_ Coordinate pick-up with Sara + Ira
___ Transfer packet to CVS
___ Follow up on CVS stock check
___ DOD value with CVS
___ Transfer packet to Manulife
___ DOD value with Manulife
___ DOD value with Principal
_x_ Call Superior Court to see if new copy can be given
_x_ Get re-certified docs from King County
_x_ Get King County docs to KeyBank
___ Move Estate account to money market
_x_ Update Sara’s address ~ accountants, insurance
_x_ Update Sara’s address
Big projects + themes
WA Estate taxes
All docs to accountant
Access to investment accounts
Home appraiser
IRS
Estate taxes
Estate PnL by fiscal year
Costs by home
Tracking expenses and distributions
Howard J Marcus taxes
All docs
Rental and biz prep
Closing Estate project management
Notes on money moves
Accounting for closing
September/October TO-DOs
_x_ 2022 - HJM Biz numbers
_x_ 2022 - HJM Rental numbers
_x_ 2022 - Look for missing forms
_x_ 2023 - HJM Biz numbers
_x_ 2023 - HJM Rental numbers
_x_ 2023 - Look for missing forms
_x_ 2024 - HJM Biz numbers
_x_ 2024 - HJM Rental numbers
_x_ 2024 - Look for missing forms
_x_ Jul 2024 -Jun 2025 - Estate PnL
Scroll down for Wingwoman notes
♡
Harmonious and Lucrative!
Sovereign leader
August/September TO-DOs
_x_ Estate docs - majority gathered
_x_ Estate docs to Mary - Aug 22- round 1
_x_ Last estate docs to collect
_x_ Last estate docs to Mary
_x_ Set appt. with Jocelyn
_x_ Send EQ$
_x_ POA forms to Jocelyn
_x_ Forms 56 to Jocelyn
Get started on IRS
_x_ HJM - scan docs (so far) 2022
_x_ HJM - scan docs (so far) 2023
_x_ HJM - scan docs (so far) 2024
Your Wingwoman Punch Card #12 :)
For Treasured Client, S
12 x 90 min sessions (or 18 hours) / $4160, paid on 12.2.2025
Work on Estate paperwork billed at half rate
Hours Worked: 3.25
Time Remaining: 14.75
Planned Projects + Desired results
IRS taxes - work with Jocelyn to finish Estate return, and 2 personal returns
Finish WA Estate Tax Return - appraiser, access to last accounts
Work Days + Time
#1 / .25 / Dec 2
Cont.
10:40am - 11:10am / prep + errand / half rate
#2 / .5 + .5 + .25 / Dec 3
10:20am - 11:20am / errand to Jen / half rate
1:30 - 2pm / homework
4:30pm - 4:45pm / homework
#3 / .5 / Dec 5
11:15 - 11:45am / homework
#4 / .75 / Dec 6
9:30-9:45am / homework
10:30-10:45am / homework
12:45pm - 1pm / homework
#5 / .25 / Dec 8
Various / homework
#6 / .25 / Dec 10
6:30pm - 6:45 / call with Andrew
#7 / .25 / Dec 13
10:15am - 10:30am / homework
Dec 2
Court records, letter to Jen
Dec 3
Errand to Jen
Prep for Andrew
Call with Andrew
Dec 5
Sent Fox Den
Changed address with Andrew and Jocelyn
Uploaded Home Settlement statements
Sent update to Andrew
Dec 6
Expenses by house ~ for Estate PnL
Dec 8 + 9
Email and text with Jocelyn, Jen
Cont. expenses by house ~ for Estate PnL
Call with Andrew
Dec 10 + 13
Call with Andrew, state of homes, where to get more info
Organizing next steps
Your Wingwoman Punch Card #11 :)
For Treasured Client, S
12 x 90 min sessions (or 18 hours) / $4160, paid on 10.31.2025
Work on Estate paperwork billed at half rate
Hours Worked: 18.0
Time Remaining: 0.0
Planned Projects + Desired results
IRS taxes - work with Jocelyn to finish Estate return, and 2 personal returns
Progress on WA Estate Tax Return
Work Days + Time
#1 / .25 / Nov 4
.25 carryover from last punch card
#2 / .25 + .25 + .25 / Nov 6
10:30-10:45 / Jocelyn
12:10-12:25 / call with Sara
Various / Homework email to Mary and Bank statements
#3 / 1.0 / Nov 11
9:15am-10:15am / Zoom meeting + homework
#4 / .25 / Nov 12
Various - homework
#5 / .25 + .25/ Nov 135
9-9:20am / visit to Gesa
11:20-11:35 / meeting with Jocelyn
#6 / 3.25 / Nov 14
1:45pm - 5:30pm / Various
#7 / 2.5 / Nov 15
6:45am - 9:15am / Homework
#8 / 1.25 + .25 / Nov 17+18
3:15pm - 5:45pm / Homework - half-rate
12pm-12:15pm / Call with Jocelyn
#9 / .75 / Nov 19
2:45pm - 4:15pm / driving ~ half rate
#10 / .75 + .25 / Nov 20
10am - 11:30am / homework - half rate
12pm - 12:30pm / homework - half rate
#11 / 1.5 + .75 / Nov 24
10:45 - 12:15pm / homework
12:30pm - 12:45pm / homework
4 - 4:45pm / meeting with Jocelyn
#12 / .5 + 1.0 + .25 / Nov 25
8-8:15am / homework
12pm - 1pm / Zoom with Sara
1:10 - 1:25pm / homework
#13 / 1.25 + .5 / Dec 1
12:15pm-1:30pm / meet with Sara
2-2:30pm / homework
#14 / .5 / Dec 2
9:40am - 10:40am / prep + errand / half rate
TBC
Nov 6
Jocelyn - close-to-final draft on Estate PnL
email to Mary and Bank statements
Nov 11
Zoom meeting - Check-in, next steps, fill in information for estate, banking choices for HYS or money market
Nov 12
Guido phone call
Nov 13
Visit to Gesa, consult about Mary
Nov 14
Office time with Jen (insurance and investments)
Talk with Andrew
Prepped docs for Andrew
Nov 15
More - prepping docs for Andrew
Finished Estate PnL draft for Jocelyn
Nov 17+18
Organized, relabeled documents, uploaded onto Andrew’s portal
Sent him email with notes
Met with Jocelyn, plan for Estate PnL, got HJM returns on her December work list
Nov 19
Picked up docs from Mary, emailed with Andrew
Nov 20
Scanning docs + upload for Andrew, email to Andrew
Nov 24
Morning work session - WA taxes, paid bills, bank downloads
Meeting with Jocelyn - Estate PnL
Nov 25
Zoom - Andrew’s questions and Jocelyn’s needed info
List of next to-do-s
New chapter - the right team - less urgency :)
Dec 1
King court docs
Email to appraiser
Prepped letter for insurance
Mach - decision to send to Ohio, great relief! Can wait a month or two to decide on details (selling to Carl, hold for Carter, or wait for 1-3 years to decide)
Perhaps sell and put money away to buy Carter a newer, safer car when 18
In a new chapter - in the right place, with the right team, just some janky things to sort out
Updating Estate PnL - costs per house
Dec 2
Court documents
Letter to Jen, funds for paying insurance policy
Your Wingwoman Punch Card #10 :)
For Treasured Client, S
12 x 90 min sessions (or 18 hours) / $4160, paid on 9.30.325
Work on Estate paperwork billed at half rate
Hours Worked: 18.25
Time Remaining: -.25
Planned Projects + Desired results
IRS taxes - working with Jocelyn to get IRS records
Looking ahead to closing / tracking estate moves for accounting
Work Days + Time
#1 / .2 / Wed Sep 24 + Thu Sep 25
Various 0.4 / Home - half rate
#2 / .3 / Fri, Sep 26
9:40am - 10:30am - half rate
3:45pm - phone call - no charge
#3 / .25 + .25 / Sat, Sep 27
9-9:15am - homework (.25)
10am-10:30 - homework - half rate (.5 > .25)
10:30am - phone call - no charge
#4 / .3 + .75 / Sep 29 + Sep 30
Various (.3) / homework - half rate
12:15pm - 1pm / at the park :)
1 - 1:20 (.3) - half rate
#5 / .375+ .25 / Oct 2
7:45am - 8:30am - half rate (.75)
12:20 - 12:5pm - half rate (.5)
#6 / 1.25 + 0.075 + .25/ Oct 7
9:40 - 10:55am
3:10pm - 3:20pm - half rate
3:30pm - 4pm - half rate
#7 / .5 + .75 / Oct 8
7:50 -8:20pm / call Jocelyn
8:25 - 9:10pm / homework
#8 / .25 + 1.5 / Oct 9
Various / homework
6pm - 7:30pm / Zoom
#9 / 1.25 / Oct 21
10am - 11:15am / Sara’s office
#10 / 1.25 + 1.75 + .5/ Oct 28
9:45pm- 11am / 1.25 / Sara’s office
11:45pm - 1:15pm / 1.75 / homework
1:45pm - 2:15pm / .5 / homework
#11 / .5 + 2.0 / Oct 29
12:30m - 1pm / .5 / homework
2:35pm - 4:35pm/ 2.0 / homework
#12 / 1.25 + .5 / Oct 30
9-11:30am / homework / half rate
1:30-2pm / .5 / Zoom
#13 / .25 + .25 + .5 / Oct 31
10:45am - 11:15am / homework / half rate
1:15pm - 1:30pm / homework / full rate
4pm - 5pm - Key bank / half rate
#14 / 1.5 / Nov 4
9:30am-10:11am - Key bank / Chase / Sara’s house
Sep 24 + 25
Emails with Jocelyn, Neil, Jen - half rate
Sep 26
IRS transcripts, email to Michael - half rate
Sep 27
IRS transcripts
Oct 1+2
Downloaded transcript
List of all wages reported - 2022-4
Rental info docs, added insurance, Seattle city light
Oct 3
Check-in, project steps, info
IRS transcripts - compare with - docs uploaded, prepping for Jocelyn
Oct 8
Call with Jocelyn - which docs we need for IRS filing. Rentals, background info to file correctly, split rental numbers into 3 for each year
Oct 9
Talk through IRS taxes together, GetWA stuff, answered questions for Jocelyn, still in new era. Ideas for dividing estate :)
Oct 21
Filing WA taxes
Talking through projects, feelings, how to keep going
Oct 28
Check in, cheerleading, triaging
HYS
Dealing with insurance
Oct 29
Messaging with Jocelyn
Check in, info
Estate PnL
Oct 30
Organize paperwork + projects
Bank of America materials and recon mission to Northgate
Estate PnL - meeting to fill in info
Nov 4
Let’s move estate account to HYS / banking research
Ordered King County docs
Your DOUBLE HAPPINESS Wingwoman Punch Card #9 :)
For Treasured Client, S
12 x 90 min sessions (or 18 hours) / $4160, paid on 8.28.25
May include phone + zoom calls, homework
Work on Estate paperwork billed at half rate
Hours Worked: 16.3
Time Remaining: -0.3
Planned Projects + Desired results
PRIME focus on >> Marcus Estate docs for WA state
IRS taxes - working with Jocelyn to get IRS records
Work Days + Time
#1 / 1.0 + .5 / Thur Aug 28
11am - 12pm / Zoom with Jocelyn and Sara
12:15pm - 1pm / half rate / Docs to Mary and Jocelyn
6:05-6:20pm / half rate / phone call
#2 / .5 / Fri Aug 29
1 hour / half rate / throughout the day, doc signing with Sara, docs to Mary, delivered docs to Jocelyn, emails to Jen
#3 / .5 / Tue Sep 2 + Wed Sep 3
One hour / half rate / homework, woven throughout the day
#4 / .25 + 1.0 + .25 / Thu Sep 4
8:30am - 9 / half rate
9am - 10am / Sara’s home
30 min / half rate / homework throughout the evening
#5 / .75 / Mon Sep 8
7 - 7:45am / Home
#6 / 2.0 + .25 / Tue Sep 9
9:30am - 11am / Sara’s home
12:00pm-12:30pm / Homework
12:30pm-1pm / Farmer’s Insurance - 1/2 rate
#7 / .5 + .5 + .25 / Wed Sep 10
10am-10:45am / Homework
12pm-12:30pm / Homework
12:30pm - 1pm / Sara’s office - half rate
#8 / 1.25 + .25 +.25 / Mon Sep 15
10:00am - 12:30pm / homework - half rate
1:00pm - 1:30pm / homework - half rate
5:10pm - 5:40pm / homework - half rate
#9 / .25 + .75 / Tue Sep 16
9:45am-10am / Sara’s home - strategy
10am - 11am / Sara’s home and Keybank - half rate
3:40pm - 4:10pm / Drive docs to Jocelyn - half rate
#10 / .25 + .5 + 1.5 + .3 / Wed Sep 17
11:30am - 11:45am, 12:05-12:25pm / Home - half rate
1pm - 1:30pm / Rental biz worksheets
1:30pm - 3pm / Zoom meeting with Sara and Homework
4pm - 4:40pm / Zoom with Mary + follow-up notes - half rate
#11 / .5 / Thu Sep 18
11:30pm - 12:30pm / home work - half rate
#12 / .75 / Mon Sep 22
4pm - 4:45pm / Errand to Jen - half rate
4:45pm - 5:30 / homework - half rate
#13 / 1.5 / Tue Sep 23
9:30am - 11am / Sara’s office
Sep 2 + Sep 3
Email documents to Mary, researching Court records, estate accounting, scanning IRS forms for upload
Sep 4
Meeting with Sara / estate accounting, details (property taxes, POA letters, LLC renewal, biz expenses)
IDEA > Identify milestones, and rewards for each one > choose now, because it’s harder to do when tired/over it
Updated information for Mary, uploaded file, Meeting agenda for Mary
Emails with Jen
Sep 8
Check in, triage, next steps, time planning
Sep 9
Update / unsettled feelings / The scale of issues shows us we’re coming out of the biggest stuff!
Mach and other things ~ we can schedule out until Nov or later
10 day strategy
Sep 10
Drive paperwork to Sara
Docs for Jocelyn - Sara’s taxes and info
Sep 15
Emailed Mary (for reschedule)
Scanned doc + uploaded to Sharefile - Sara taxes 2024 - including finalizing PnL statement
Scanned docs for HM - 2022, 2023, 2024 - prepped for upload
IRS Transcripts for 2023 and 2024
Created list of all docs to find for 2024
Checked Sara forms against list, organized papers
Made notes + checklist for this week.
Sep 17
Upload final Sara docs and Notes for 2024
Meeting with Mary
Email to Jocelyn
Meeting with Sara - check-in, what’s next
Sep 18
Upload CVS docs for Mary
Prepped letter + biz docs for Bank of America
Estate accounting - PnLs
Emailed with Jen
Sep 22
Errand to Jen - dropped off insurance paperwork, asked about insurance costs for rental biz
Rental numbers - 2022, 2023, 2024
Beginning lawyer biz numbers - 2022, 2023
Sep 24 + 25
Emails with Jocelyn, Neil, Jen
Your Wingwoman Punch Card #8 :)
For Treasured Client, S
6 x 90 min sessions (or 9 hours) / paid on 8.19.25
May include phone + zoom calls, homework
Work on Estate paperwork billed at half rate
Hours Worked: 9.0
Time Remaining: 0.0
Planned Projects + Desired results
PRIME focus on >> Marcus Estate docs for WA state
IRS taxes - meeting with Jocelyn
Work Days + Time
#1 / 0.125 (.25) / Tue Aug 19 - half rate
11:00-11:15am
#2 / 2.125 (4.25) / Wed, Aug 20 - half rate
2pm - 5:30pm, 6pm - 7:15pm/ Sara’s office, post office, Farmers, home
#3 / 2.75 (5.5) + / Thu, Aug 21 - half rate
8:20am - 9:20am / To Jen’s office, home printing
10:40am - 11:20am / Global CU
11:40am - 2pm / Office and Bank of America
2:30pm - 4pm / Home - doc organization
#4 / 1.5 (3.0) + / Fri, Aug 22 - half rate
9:30am-10am/ Last prep and Fedex to fax
10am-12:30pm / driving to Mary’s office and back and home follow-up
1pm-1:15pm / Home / Jocelyn prep work
(1:45pm - 2pm) / Car / download Key Bank transactions
#5 / .875 (1.75) + / Tue, Aug 26 and Wed, Aug 27 - half rate
2pm-3:30pm / Home - Organizing documents and final steps for Mary, Book$ for biz and estate, checklist of to-do-s, car appraisal search, talked with Donny
Wed - 15 min afternoon/ phone call with Sara, opinion on appraisal
#6 / 1.0 + .375/ Thu, Aug 28
9-10am / Zoom / Prep meeting / WA estate questionnaire and check-in / Approach to rental, getting clarity
10:30-10:55am / Estate docs prepped for Mary
Aug 19
US Bank, EQ Shareholder paperwork
Aug 20
Bank of America - visit, post office, Farmers
Car values, call with Donny
Aug 21
Prep paperwork for Mary
Aug 22
Drive to Mary
Aug 28
Prep for Jocelyn, Meet with Jocelyn
Your Wingwoman Punch Card #7 :)
For Treasured Client, S
6 x 90 min sessions (or 9 hours) / paid on 8.19.25
May include phone + zoom calls, homework
Work on Estate paperwork billed at half rate
Hours Worked: 9.0
Time Remaining: 0.0
Planned Projects + Desired results
Ideally….. Marcus Estate docs for WA state
Start work up with Jocelyn / IRS taxes
Work Days + Time
#1 / 2.5 / Wed July 30
10:50am - 11:10am / homework
11:10am - 12pm / Zoom
12pm - 12:40pm / homework
1:15 - 1:25pm / homework
5:40pm - 6:10pm / homework-Phone-homework
#2 / 1.0 / Thu, July 31
8:05-8:15am / Zoom
8:35-8:55am / homework
2-2:15pm / homework
3:45-4pm / homework
#3 / tbd / Fri, August 1
Complimentary
#4 / .25 / Tue, August 4
Rescheduled / visit phone call
9-9:15am
#5 / 0.5 / Wed, August 6
2-2:20pm, 5:05-5:15pm
#6 / .75 / Thu, August 7
7:45-8:15am and 9-9:15am
#7 / 1.0 / Thu, August 14
9-ish - 10-ish on Zoom (Visiting not counted, ofc.)
#8 / 2.5 + .25 / Mon, August 18
11am - 4pm, 4:15pm - 4:45pm / Office, at half rate
#9 / .25 / Tue, August 19
10:30am-11am / US Bank visit for docs - half rate
Your Wingwoman Punch Card #6 :)
For Treasured Client, S
6 x 90 min sessions (or 9 hours) / paid
May include phone + zoom calls, homework
Work on Estate paperwork billed at half rate
Hours Worked: 9.0
Time Remaining: 0.0
Planned Projects + Desired results
Big progress on Marcus Estate docs for WA state
Get on Jocelyn’s summer list
Work Days + Time
#1 / 1.0 / Mon, July 14
3:30pm-4:10pm, part two - meeting with Jennifer
4:10pm - 4:30pm outside consult
#2 / 1.5 / Tue, July 15
9am - 10:30am / Sara’s house (gentle start, arrived at 8:45)
#3 / .5 / Mon, July 21
3:30-4pm - US Bank and car - half rate :)
5:15-5:45pm - home, car valuations - half rate :)
#4 / .75 / Tue, July 22
9am - 10:30am - At the bank - half rate :)
#5 / 1.0 / Fri, July 25 + Sat, July 26
11:10-11:25, 3:30-3:45pm - home
9:45am-10:15am
#6 / 0.5 / Mon, July 28
11:10-11:25, 3:30-3:45pm - home
#7 / 1.25 / Tue, July 29
9:10 - 9:40am / Chase bank, half-rate (.25)
9:40 - 10:40am / Sara’s house
#8 / 1.75 / Tue, July 29
2-3:45pm / Zoom meeting
#9 / 0.75 / Wed, July 30
8:45am-9:15am / homework
10:35am-10:50am / homework
July 14
Meeting with Jen~
Beneficiary paperwork for Life Insurance policies
Questions about Roth IRA withdrawals
July 15
Project planning for Estate docs, started cars, planned for bank visits
July 21
Prepped notes for bank meetings, US Bank visit, email
July 22
Bank of America, filled out forms to go to legal, must wait for approval
Typed page of requests
July 25 + July 26 + July 28
Add notes here
July 29
Visit to Chase bank, estate documents
Rental agreement, fine-tuning draft
Office lease draft
July 30
Notes
Your Wingwoman Punch Card #5!
For Treasured Client, S
6 x 90 min sessions (or 9 hours) / to be paid on 6.24.25
May include phone + zoom calls, homework
Hours Worked: 9.0
Time Remaining: 0.0
Planned Projects + Desired results
General project tracking
Start on Marcus Estate docs for WA state
Work Days + Time
#1 / .25 / Thu, June 19
tbd / on zoom
#2 / .75 / Fri, June 20
tbd / on zoom
#3 / .5 / Mon, June 23
1:00-1:45 / homework
#4 / 1.5 / Tue, June 24
8:45am - 10:15am / Sara’s house
#5 / 1.5 / Thu, June 26
8am - 9:30am / Sara’s house
#6 / 1.5 / Tue, July 8
9:30am-11am
#7 / Count 0.5 / Wed, July 9
11:20am-12:20pm, count 50% of time, working on Estate docs
#8 / 1.75 / Thu, July 10
8am - 9:50am
#9 / .25 + .5 / Mon, July 14
2 - 2:15pm, prep for meeting
3pm - 3:30pm, part one - meeting with Jennifer
Your Wingwoman Punch Card #4!
For Treasured Client, S
6 x 90 min sessions (or 9 hours) / paid
May include phone + zoom calls, homework
Hours Worked: 9.0
Time Remaining: 0.0
Work Days + Time
♡ #1 / 1.5 hours / Tue, June 10
8-8:45am / homework
11:15-12pm / homework
♡ #2 / 1.5 hours / Tue, June 10
9:30am - 11am / Sara’s house
♡ #3 / .75 hours / Wed, June 11 + Thu, June 12
7:35pm-8:05pm + 10:25am-10:40am / phone
♡ #4 /2.25 / Tue, June 17
8:15am - 9:30am / Sara’s house
10:20am - 11am / homework
3:50pm - 4:10pm / on zoom
#5 / 2.25 / Wed, June 18
11:30-12pm / homework
12:10-1:10pm / on Zoom
5:30pm-6:15pm / homework
#6 / .75 / Thu, June 19
7:50-8:05am / homework
12pm - 12:30? / on Zoom / I forgot to note the time, so limited at 30 min :)
Your Wingwoman Punch Card #3!
For Treasured Client, S
6 x 90 minute sessions
Results + Projects :)
IRS extension and payment
Found IRS combo-rate, so you can save less/pay yourself more
Paid Quarter 1 taxes to IRS
Raised rates, higher than planned :), email to clients, bridge rate
Strategy to support monthly income with some savings, named account
Filed WA taxes - Q1
Group models for office rental set-up
Stepping into a leadership role, defining who you like to work with
Adding protection around your medicine and joy
Scheduled for:
_♡_ #1-A / Tuesday, Apr 1 ~ 9:15am
_♡_ #1-B / Friday, April 5 ~ Phone call about monthly/weekly/daily spending (complimentary)
_♡_ #2 / Tuesday, May 6 ~ 9:15am, started at 9:45am - 11:15am, plus add time
_♡_ #3 / Thursday, May 15 ~ 8am
_♡_ #4 / Friday, May 23 ~ 4:30-6pm
_♡_ #5 / Tuesday, May 27 ~ 8:30am-10:15am, extra time is complimentary
_♡_ #6 / Extras, additional 45 minutes on May 6, 45 minutes May 6-15 for project steps and notes
May include phone + zoom calls, homework, to fill up a punch spot :)
Your Wingwoman Punch Card #2!
For Treasured Client, S
6 x 90 minute sessions
Scheduled for:
_♡_ #1 / Monday, Mar 10 ~ 11:30am ~ Session ~ Irwin’s 90+ Overtime
_♡_ #2 / Tuesday, Mar 11 ~ 9:15am ~ Session ~ Sara’s house
_♡_ #3 / Wednesday, Mar 17 ~ 4pm ~ Meeting with Mary, debrief
_♡_ #4 / Tuesday, Mar 25 ~ 9:15am ~ Numbers, project planning
_♡_ #5 / 30 min on Mar 10 (meeting was 2+ hours) / 30 min on Mar 20 (list and estate account) / 30 min on Mar 20 (sending payment to WA)
_♡_ #6 / Thursday, Mar 27 / project list, with detailed steps, organized WA Estate docs
Misc support: Phone calls, April 5 and more
May include phone + zoom calls, homework, to fill up a punch spot :)
Your Wingwoman Punch Card #1
For Treasured Client, S
6 x 90 minute sessions
Scheduled for:
_♡_ #1 / Tue, January 14 ~ 9:30am ~ Session ~ Diva Espresso
_♡_ #2 / Tue, February 4 ~ 9:30am ~ Session ~ Sara’s house - no travel fee
_♡_ #3 / Tue, February 11 ~ 9:30am ~ Session and work on Assets spreadsheet
_♡_ #4 / Tue, February 11 ~ 4pm ~ Meeting with Accountant J and debrief
_♡_ #5 / Wed, February 19 ~ 11am ~ Session
_♡_ #6 / Home work ~ 60 minutes ~ notes from Jocelyn and Assets spreadsheet, organized tax forms + paperwork
Time remaining / 0 minutes
May include phone + zoom calls, homework, to fill up a punch spot :)