WELCOME
COMMUNITY
Medical ID and Emergency Contacts
Have an iPhone?
These videos walk you through step-by-step how to set up
your Medical ID and designate your Emergency Contacts
Have a Samsung phone?
Instructions to designate an Emergency Contact and Medical ID
on a Galaxy phone can be found here
want a free copy of my ebook?
Learn 5 simple tips to begin organizing your important life details
How I help individuals
ensuring Your Person knows what you have, where to find it + how to access it all when they need to
can't keep track of all your passwords? transferring from one password manager to another?
How I help other small biz owners & solopreneurs
Business Succession Playbook™
Highly motivated to work on your own and are looking for a comprehensive spreadsheet to complete on your own schedule? The Business Succession Playbook™ is meant for you!
Want to organize your business details and need a little accountability and support to get it done?
I host accountability sessions 4x/month to help keep you focused and on task.
one-on-one
Looking for a private and highly personalized experience?
I'm happy to work with you individually based on your specific needs.
my offers for you
I want to help you leave an organized legacy!
FOUNDATIONAL DIGITAL COURSE
This course guides people in organizing their important life details. It includes:
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12 worksheets
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1 spreadsheet
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5 bonuses
And because we have different preferences and use different digital tools, there are four versions available.
This ORGANIZED Life listeners will receive 10% off their purchase with code TOL10.
THE FOUR AVAILABLE VERSIONS ARE
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are comfortable using Excel
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love doodling and taking notes on paper
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like to use Google Sheets
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love doodling and taking notes on paper
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like to use Excel
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prefer using digital forms (not paper)
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like to use Google Sheets
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prefer using digital forms (not paper)
ADD-ON COURSE FOR PARENTS
This supplemental course guides parents in organizing their child's important details. It includes:
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1 two-page worksheet
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1 spreadsheet
And because we utilize different digital tools, there are two versions available.
This ORGANIZED Life listeners will receive 10% off their purchase with code TOL10.
THIS ADD-ON COURSE COMES IN 2 VERSIONS
Because of the singular focus on kids in this add-on course, you'll be granted access to two versions of the Child Worksheet — a printable worksheet and a fillable (digital) worksheet — download and utilize the version best suited for your style!
MY GROUP PROGRAM
I understand a digital course doesn't align with everyone's style or needs. If you need a little structure and accountability to support you in organizing your important life details, my 10-week virtual program may be a better fit for you.
Reserve a seat for a 2025 cohort for ZERO cost — and mention This ORGANIZED Life in order to receive $50 off.
BUSINESS SUCCESSION PLAYBOOK™
Are you a soloprenuer or small business owner?
Organize your vital business information and ensure your Successor is able to execute your succession plan with ease. The playbook comes with a 17-minute orientation video to ensure you maximize its power. And because we use different digital tools in our business, there are two versions available:
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Excel
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Google Sheets
This ORGANIZED Life listeners will receive 10% off their purchase with code TOL10.
Excel
also includes an 18-minute orientation and overview video
also includes a 19-minute orientation and overview video
Other legacy and estate-oriented resources
Other trusted helpers
Looking for tools to help organize some
of your important life and/or business details?