Things to celebrate
✔️ All docs in to Mary
Estate tax docs
2024-5 and 2025-6
All docs to Jocelyn
Close out Estate
✔️ All docs in for Sara 2024 taxes
✔️ Personal taxes for HJM
2022, 2023, 2024
All docs to Jocelyn
Taxes Filed!
✔️ 2024 - Sara
✔️ 2024 - HJM
2023 - HJM
2022 - HJM
✔️ Found accountants!
✔️ Got into the new offices!
Find CVS stock check
October / November TO-DOs
___ Estate PnL - 2024-2025 - Draft
___ Work w/Jocleyn - HJM 2022, 2023
___ Work w/Mary - WA Estate taxes
___ Notes for the Will
_ Insurance premiums
_ House value - v. liquid assets
___ BofA - Business accounts
Post Closing
___ Follow up on CVS stock check
___ Call Superior Court to see if new copy can be given
___ Pay-off agreement with brother
Sara’s New Normal
___ Monthly money gardening
___ Goal for biz/rental earnings + assigned Dad’s support
___ Current IRS tax situation / variables
___ Savings for IRS - in HYSE account or?
___ HYS - research options / pop into KeyBank
___ Move to S-corp or not
___ Insurance options
___ Move Estate account to HYS
MISC
_x_ Prism Therapies - new copy of agreements + leases
_x_ New payment policy - clients / check or venmo
_x_ ___ Subletter info sheet / draft done
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
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
___ Jul 2024 -Jun 2025 - Estate PnL
___ Jul 2025 - Jun 2026 - Estate PnL
Later
___ Get online access to HJM biz acts, to get the cash out / and for lawyer biz?
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_ Fox Den info sheet
_x_ Fox Den agreement + lease
_x_ All submitter contracts to Michael
_x_ Get office rental numbers
___ Follow up on CVS stock check
_x_ Send EQ$
_x_ POA forms to Jocelyn
_x_ Forms 56 to Jocelyn
Get started on IRS
_x_ Sara - 2024 forms to Sharefile
_x_ Sara - 2024 biz info to Sharefile
_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 #10 :)
For Treasured Client, S
12 x 90 min sessions (or 18 hours) / $4160, paid on 9.30.325
Work on Estate paperwork billed at half rate
Hours Worked: 15.75
Time Remaining: 2.25
Planned Projects + Desired results
IRS taxes - working with Jocelyn to get IRS records
Clarity around office rental, money, budget
Relief, exhale
Work Days + Time
#1 / .2 / Wed Sep 24 + Thu Sep 25
Various 0.4 / Home - half rate
#2 / .3 / Fri, Sep 26
9:40am - 10:30am - half rate
3:45pm - phone call - no charge
#3 / .25 + .25 / Sat, Sep 27
9-9:15am - homework (.25)
10am-10:30 - homework - half rate (.5 > .25)
10:30am - phone call - no charge
#4 / .3 + .75 / Sep 29 + Sep 30
Various (.3) / homework - half rate
12:15pm - 1pm / at the park :)
1 - 1:20 (.3) - half rate
#5 / .375+ .25 / Oct 2
7:45am - 8:30am - half rate (.75)
12:20 - 12:5pm - half rate (.5)
#6 / 1.25 + 0.075 + .25/ Oct 7
9:40 - 10:55am
3:10pm - 3:20pm - half rate
3:30pm - 4pm - half rate
#7 / .5 + .75 / Oct 8
7:50 -8:20pm / call Jocelyn
8:25 - 9:10pm / homework
#8 / .25 + 1.5 / Oct 9
Various / homework
6pm - 7:30pm / Zoom
#9 / 1.25 / Oct 21
10am - 11:15am / Sara’s office
#10 / 1.25 + 1.75 + .5/ Oct 28
9:45pm- 11am / 1.25 / Sara’s office
11:45pm - 1:15pm / 1.75 / homework
1:45pm - 2:15pm / .5 / homework
#11 / .5 + 2.0 / Oct 29
12:30m - 1pm / .5 / homework
2:35pm - 4:35pm/ 2.0 / homework
#12 / 1.25 + .5 / Oct 30
9-11:30am / homework / half rate
1:30-2pm / .5 / Zoom
#13 / .5 / Oct 31
4pm - Sara’s house
Sep 24 + 25
Emails with Jocelyn, Neil, Jen - half rate
Sep 26
IRS transcripts, email to Michael - half rate
Sep 27
Sara - Money Garden - EQ$ amount, Zoom call to send payment
IRS transcripts
Oct 1+2
Downloaded transcript
List of all wages reported - 2022-4
Rental info docs, added insurance, Seattle city light
Oct 3
Not as burned out >>>> Arrival/graduation! Good season - savor, rest up
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 sub-letter ideas
Grouchy is good sign
Oct 28
Might feel tired, sad, icky for a while, like 6-9 months. Finally able to grieve!
Talked through subletter details
Payment options for clients, possible wording
HYS
Dealing with insurance
Oct 29
Subletter info sheet
Payment options draft - for email to families + info sheet
Messaging with Jocelyn
Updating Rental Agreement + Office Leases
Estate PnL
Oct 30
Organize paperwork + projects
Bank of America materials and recon mission to Northgate
Estate PnL - meeting to fill in info
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
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
#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
Fox Den Agreement + Lease / start
Sep 9
Update / unsettled feelings / The scale of issues shows us we’re coming out of the biggest stuff!
Sep - janky, only do what’s required (no decisions if possible
Oct - Start to build new biz and new routines
Nov - Start to feel some relief
Mach and other things ~ we can schedule out until Nov or later
10 day strategy
Homework - finishing Fox Den paperwork for Judy, and for template
Sep 10
Finalize Fox Den agreements
Money Model - draft
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
Rental biz worksheets and accounting
Meeting with Sara
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
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 :)