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New Year's Organizing Checklist

Here are some helpful guidelines to keeping your home, or at least the paper in your life, a little more organized.

If you feel like you are constantly buried beneath stacks of paper, it may be time to make a change and get organized.

The more paper you have stacked on your desk, or hidden away in drawers, the harder it will be to find important documents when needed.  

Take some time to dig through your overflowing paperwork and throw out any outdated, unneeded documents, especially if they are only gathering dust.

To make it easy, we've provided a checklist that you can use to guide you along the way.

Happy Organizing!

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CLIENT Story

Very professional, comprehensive service and extremely valuable. Heather and her team are very knowledgeable and we feel they have our best interests at heart. They make uncomfortable decision conversations possible and manageable. Working with Heather we were able to focus our attention on important issues that we questioned or purposely avoided for too long. Now that these questions are answered and our family is covered, it's a wonderful feeling.
Christine