Big projects + themes

WA Estate taxes

IRS
Estate taxes
Howard Marcus taxes
Sara K taxes

Closing Estate project management

Little Hearts LLC
Complete biz set-up and ongoing book$ + biz chores

Rental biz
Set-up, initial and ongoing

Personal finance

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
___ Last estate docs to collect
___ Last estate docs to Mary
_x_ Set appt. with Jocelyn
_x_ Fox Den info sheet
___ Fox Den agreement + lease
_x_ All submitter contracts to Michael
___ Get office rental numbers
___ Follow up on CVS stock check
___ Send EQ$

Your DOUBLE HAPPINESS Wingwoman Punch Card #9 :)

For Treasured Client, S
12 x 90 min sessions (or 18 hours) / paid on 8.28.25
May include phone + zoom calls, homework
Work on Estate paperwork billed at half rate

Hours Worked: 4.0
Time Remaining: 14.0

Planned Projects + Desired results

  • PRIME focus on >> Marcus Estate docs for WA state

  • IRS taxes - working with Jocelyn to get IRS records

  • Clarity around office rental, money, budget

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

#4 / tbd / Tue Sep 9
9:30am / Sara’s office

#5 / tbd / Tue Sep 16
9:30am / Sara’s office

#6 / tbd / Tue Sep 23
9:30am / 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

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

  • Lake City Offices ~ set-up, book$, and operating budget

  • Keep up with Little Hearts PLLC book$ and paperwork

  • Learn what paycheck is needed + designate Sara’s Fun Money

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

July 30
Rental agreement - finalizing draft, specific copies and template
Office Lease - finalizing draft, specific copies and template
Emailing PDFs to Sara

July 31
Last additions to Rental agreements, Zoom review, emailed new docs
Fox Den contract

Aug 4
Fox Den Rental Info sheet - Started

Aug 6
Zoom meeting planning, emails to Mary and Jocelyn

Aug 7
Fox Den Info Sheet - Finished draft

Aug 14
Office updates, Sara is enjoying the job, a natural leader!
Mini posters in kitchen for all office-mates
Registered Agent services
The name
Making decisions, Beach Ball model
Projects on deck….
Plan for Estate docs

Aug 18
Estate documents, phone calls and organizing

July 30
Notes

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

  • Lake City Offices ~ set-up, book$, and operating budget

  • Keep up with Little Hearts PLLC book$ and paperwork

  • Learn what paycheck is needed + designate Sara’s Fun Money

  • 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
Check-in Las Vegas trip, you’re good with money!

July 15
New chapter, catching up to it, maybe a retreat?
Guided journey?
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
Mary Queen of Scots ~ beautiful archetype!

July 25 + July 26 + July 28
Rental agreement draft - the Handshake Version

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

  • Updated licensing for Little Hearts Therapy LLC + book$ work

  • Learn what paycheck is needed + designate Sara’s Fun Money

  • 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

June 19-20-23
Made final edits to office selection + move-in doc
Broker developments, debrief, finding the calm
Reframing Vegas trip ~ a little time to self before being in the center of the renters
Language for renter questions

June 24
Observations + Insights:
Values ~ space is important, good with money
In the provider role ~ requires getting help for other things
Moving into new chapter, working in a premium way, earning money through the rental biz
Huge up-levels, lots of learning ~ you will get to a new maintenance phase!

Talked through the rental contract language, renter vs. sub-letter, ideas for moving forward, evaluating risk

Leadership stuff, responding to different energies from renters, offering one long explanation per person, then going to shorter replies

June 26
Announcing offices
Planning for Rachelle’s responses / Later, Off-the-clock: strategies and language to part ways
Doing the Las Vegas trip or not, might be nice to take a break all by yourself that week
(Forgot to write notes right after, so am missing a few things)

July 8
Debrief and list of email topics
Furnishing the office ~ maybe set $10K
Get the right tools! That work! That you love! And will be with you for 5+ years
Money tracking ~ office set-up and ongoing
Say, “I’m good with money!”
Getting to the middle ground
With leadership and money, you’re a natural! Been waiting for the strategies

July 10
✓ DOR – report
✓ Book$ for June
✓ PLLC renewal / annual report
✓ New EIN
✓ Updated addresses

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

Planned Projects + Desired results

  • New job! Office Lady-lord!

  • Clarify roles, pricing, agreements ~ for harmonious and lucrative set-up

  • Updated licensing for Little Hearts Therapy LLC

  • Learn what paycheck is needed + designate Sara’s Fun Money

  • If possible, start on Marcus Estate docs for WA state

Accomplished!

  • Lake City Offices ~ new model established ~ with pricing and move-in doc. Internal strength around decisions, some new language

  • Developing Leadership role

  • Next-phase vision of your job, people come to you; more boundaries of energy and generosity

  • More choices, with money saved on office rent

  • Getting a sense of the new Office Rental side of your biz

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 :)

June 10

  • New lease agreement and pricing models

    • Ran the numbers! For full-office and sub-letters

    • Clarified Sub-letter Pricing

    • Lease agreement ~ started drafting

  • New leadership role

    • Sara keeps details to self, the goal is for Sara to pay no rent (as compensation)

    • How to communicate with office “clients” ~ only need-to-know details

    • Questions, fears, to-do-s / some captured

  • Goal ~ For this to be lucrative! (Don’t need recognition) Money for security, enjoyment, controlling the throttle on Biz/Clients

  • Plan, to set up Furnishing budget

  • Analyzed personal and household spending ~ for later convos ~ and to help with desired paycheck

June 11 + 12

  • Office selection, responding to group email (direct to 1-on-1), when to share info

June 17

  • Not stressed!

    • Deciding to be the leader

    • No red flags with money, your ability to save

  • Big view of money, things looking great! Good spread of home/living, debt/investment, and personal/fun

  • NEW Job Phase!

    • Less traveling, people come to you

    • Aligned with calling in a new way

    • Phase out some clients, with new clients, “see-if-it’s-working phase”, name TBD

    • Be the specialist, the medicine woman, charge what you need to! (Choose where/when to volunteer”

  • Office selection + leader job

    • Good cop / bad cop … okay to change mind, share with respect, try to prevent surprises

    • Process! … tiebreaker goes to ability to pay, longest in biz (and compatible vibe)

    • Agreement + contract

    • Thinking inside your head first - so great, let’s talk about this more!

  • Homework: Procedure write-ups / office selection and move-in details

  • Zoom call: names of rooms, sizes, talking through selection

June 18

  • Office selection + move-in doc draft

  • Meeting, to choose deposit, dates, revise content in PDF

  • Finished PDF, minimal formatting

  • Email draft to office peeps

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 group/collective 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 ~ Little Hearts biz numbers, estimated taxes, Sara’s bills
_♡_ #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 :)