How the Order Your Life team can help

How the Order Your Life team can helpIt’s been a few months since my last blog post and a lot has happened at Order Your Life since then. We’ve been very busy and I am happy to report that we have added two new team members who have helped further expand the range of services that Order Your Life can provide you.
Shelly Trimble
Shelly Trimble brings her 15 years of banking industry experience to the Order Your Life team, where her attention to detail, natural detailed work flow, and ability to understand and support her clients’ needs, enabled her to excel in her career. In 2015, Shelly began organizing professionally, focusing on home office paper management. She can help you with paper-less office organizing such as:

  • Setting up digital filing systems
  • Automating bill paying and other record keeping
  • Setting up budgeting systems including Quicken and Mint
  • Going paper-less using the Fujitsu ScanSnap scanners

Grady Catterall
My husband of almost 29 years, Grady is a Harvard University graduate in Applied Math, a former health care actuary, and the reason I know my way around an Excel spreadsheet. Grady brings his knowledge of finance, health insurance and mathematical analysis to Order Your Life in order to help you with:

  • Health care reimbursement filing
  • Making sense of health insurance claims for tax purposes
  • Bookkeeping and household employee tax preparation
  • Hauling items for donation or to the Montgomery County transfer station
  • Errands and other personal concierge services

Joanna Cady and Sue Crow
I’d be remiss if I didn’t mention this dynamic duo, longtime contractors of Order Your Life, and all they can do. They can help with:
Move Management and Downsizing:

  • Help you downsize before a move into a smaller home or senior living situation
  • Manage donation or sale of unwanted items
  • Help stage your home for sale using your existing furniture
  • Develop a room-by-room placement plan for your new space
  • Organize the move
  • Oversee the moving company
  • Unpack once the move is complete
  • Arrange items so that you start your life in a new home in an organized fashion

Home Organizing:

  • Declutter and organize closets kitchen, dining and living room, bath and bedrooms, closets, attic, basement and garage
  • Find an appropriate place for the things you can’t keep through donation or sale
  • Edit your space and rearrange rooms to make the most of your existing storage

Penny Catterall
I continue to work with clients both in person and remotely on ways to enhance their productivity at work and at home, as well as set up paperless filing systems using Evernote and Dropbox. I am also available for consulting to your small business to help you improve efficiency and productivity among team members. Please contact me if you need help with any of these services. We look forward to helping you Order Your Life!
Visit our “Meet the Team” page to learn more about our great team members.

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I am no longer taking on new clients for either digital organizing or
daily money management.

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