This week I worked with a widow, who had an appointment with her Financial Planner, and was overwhelmed by the mounds of manilla folders covering her kitchen table.
After about an hour of working together she said “I feel better already.”
Together we organized her files and established retention guidelines. She was amazed at the amount of documents that went into the “shred” or “recycle” boxes.
We set up a box with the files that she needed for her meeting.
The next step will be creating a filing system in her metal file drawers.
If you, or someone you know, is overwhelmed by their paper piles, help is only an email: firstname.lastname@example.org; or a phone call away 978-922-6136..