As a Marketing Consultant, I touch on many aspects of my client's business. With over two decades of experience and contacts, I have coordinated a broad array of sub-contractors: art directors, custom high-end printers, logo designers, video animators, public relations specialists, and social media managers, to name a few. I hold myself responsible for their work quality, responsiveness, and attention to detail. My clients count on me to keep everything moving forward on time and on budget. I communicate directly with each client through regular strategy sessions and progress updates. Using project management systems, I ensure clear communication and maintain tracking of deliverables. Through comprehensive assessment and strategy development, I align the right fractional specialists with each client's unique goals and budget requirements.

Working with my clients, I always tie their progress and results to the goals they want to achieve.  This gives them focus and a gauge to measure their progress.

I always start by looking at their budget and spending habits.  This is a foundational part of every effective financial plan.  From there we build on other skills along with working through any problems that come up along the way.  We meet for an hour each session and I give them assignments to work on in between sessions to reinforce what we discussed as well as add knowledge to the process.  I also sent an email summary of what we discussed, along with assignments due.  In addition, I reinforce the progress and wins they shared to help them stay motivated.

Every situation is different, so I start each client with what their greatest need is to build momentum toward their goals.

With each of my clients, I create a checklist on my phone to mark off what we have done to ensure we have covered everything. I also send them follow-up emails and can check to see if they have reviewed them. 

As an Elder Care Advisor, I structure my business around a streamlined, client-centered approach to ensure efficient and effective outcomes for each family. I begin each engagement with a discovery meeting to fully understand the family's needs, preferences, and financial situation. This helps us identify potential barriers early on and set clear objectives for our collaboration.

To support each client’s journey, I maintain a network of trusted professionals in home care, health services, elder law, Medicaid planning, and long-term care insurance. Regular communication with these professionals allows me to provide families with well-informed referrals and smooth transitions between services. I also collaborate with senior living communities to stay updated on availability, amenities, and policies, ensuring the recommendations I provide are current and align with each client’s unique needs.

In addition to my network, I stay in close contact with clients and their family members, updating them on progress and addressing any concerns as they arise. This continuous, open line of communication helps clients feel supported and informed at every stage, making the process smoother and more reassuring. 

 I structure my business around the needs of my clients by leveraging a team approach and advanced technology. Each client benefits from a tailored strategy that includes detailed market analysis, professional staging, and targeted marketing. My team and I ensure that we're available to address any concerns promptly, streamlining the process from listing to closing to ensure efficiency and client satisfaction.

By upholding my core values and rigorously following established systems, processes, and Standard Operating Procedures (SOPs), I ensure every client receives consistent, high-quality results. Each step, from discovery to project completion, is designed for maximum efficiency and effectiveness.

I maintain close communication with my employees to ensure alignment with my core values. This ongoing dialogue strengthens my commitment to delivering exceptional service and a great product.

I structure my business to ensure each client achieves efficient and effective results by starting with a detailed client interview. This allows me to understand their specific needs, goals, and the unique aspects of their business. Based on this information, I select and set up the appropriate accounting software—whether it's QuickBooks Online or Xero—to fit their operations perfectly.

To maintain accuracy and compliance, I regularly communicate with my clients' tax preparers or CPAs. This close collaboration ensures that all financial records are aligned with tax requirements and that we're all on the same page regarding the client's financial strategy. By working together, we can proactively address any potential issues before they become problems.

This structured approach, combined with open communication with other professionals involved in my clients' businesses, allows me to provide tailored solutions that promote growth and financial health. It ensures that my clients can focus on what they do best, while I take care of the accounting details behind the scenes.

As internal medicine physician practicing integrative and functional medicine, in my practice, I don’t just treat symptoms; I focus on uncovering and addressing the root causes of chronic issues like fatigue, gut imbalances, and hormonal disruptions-just to name a few issues I deal with.

By looking deeper into each client’s unique history, lifestyle, and health patterns, I’m able to create personalized plans that go beyond quick fixes, offering sustainable health improvements that last.

My motto " Optimum health for my patients" and health is not absence of disease.

I structure my business with responsiveness in mind. My system of keeping not only myself, but my clients and business partners accountable is built on calendar automation. I organize everything I do with coordinated calendar booking programs, which auto-remind all parties, and is paired with a detailed spreadsheet of everyone I have talked with and notes on our conversation.

I communicate regularly with my support system, both at home and at work. Communicating where I am at with work AND rest is vital to establishing expectations for everyone. Being intentional means not assuming anything. It means caring a little bit more than you think you have the energy for. It means being honest.