Professional Planning & Organizing Services

Residential - Individuals, Couples & Families

  • Clothing, Documents, Books, Photos & Other Stuff
  • Hobby, Craft & Other Work Spaces
  • Garage, Shed, Closets, Attic & Storage Areas
  • Retirement/Senior Living Transition
  • Downsize/Empty Nest/Divorce/Loss of Spouse
  • Adaptation for Physical Impairment/Illness
  • Home Inventories & Image Archives
  • Personal Finances & Budgeting

Commercial - Small Business Owners/Non-Profits

  • Strategic Planning
  • Entrepreneur Operating System (EOS)
  • Process Documentation
  • Branding & Marketing
  • Business Records Retention
  • File Management

Get Started!

STEP 1:  Intro Call

During our 20-Minute Intro Call, I look forward to welcoming you to the PLANization Community as a potential client, a Project Partner, a small business/non-profit, a friend/connector, or as someone who loves organizing as much as we do!

PLANization is a unique service that combines Strategic Planning philosophies and Professional Organization services so our clients can lead more fulfilling and stress-free lives.

We shake off the things that are cluttering your life physically (and mentally) and create space so you can live the life you dream of. PLANization Project Partners come along side of us and help make this happen. They help us build things, haul things away, consign & sell valuable items, and install organization systems.


STEP 2:  Introduction & Onboarding Session

During our first 3-hour session, we will spend time discussing your goals in detail as well as the anticipated process and options that will suit your specific needs. I’ll survey your space, assess what’s needed to move forward, gather information (images, layout, measurements, etc.) and discuss the general PLAN at a high level.

Finally, we’ll roll up our sleeves and do some WORK together! By the end of our time together, you’ll start seeing improvement and will be excited about what’s ahead!


STEP 3:  3-Hour Work Sessions

This is where we roll up our sleeves and get WORK done! You’ll experience a sense of accomplishment as we move toward your goals. I look forward to being your coach, cheerleader, problem solver, and space magician as we transform your space by organizing the things you treasure and create space to live your life!