A Simply Moving Experience

Size: px
Start display at page:

Download "A Simply Moving Experience"

Transcription

1 A Simply Moving Experience

2 A new living space should simplify your life. Don t let the move complicate it. A new home is a new chapter in your life. Whether it s your dream house, beach house, or a smaller space, It s Your Move can orchestrate everyone and everything through any challenge, and every emotion. Lynn Falwell and Janice Armour are a perfect blend of personalities and talents. Their passionate commitment to helping others is legendary among their clients, and it is the key ingredient to soothing the stress inherent in any move. It s Your Move has the expertise and sensitivity to handle the unique needs of each and every client. We understand that it s not just possessions we re moving, but people. The hallmark of It s Your Move is the way we connect with clients. The insight and compassion we bring to the uniquely human element of transitioning from one living space to another is what distinguishes us among move managers. What do you keep? What do you part with? How am I going to get it all done? You get it all done through the depth of experience and resources of It s Your Move. We start with the knowledge of how to get your house in market-ready condition. We also have established relationships with movers, moving box companies, appraisers, lawyers, and brokers. We can sort, organize, and perform all the packing. We can oversee the sale or consignment of furniture too big to fit in a new space, or suggest the perfect charitable organization for a particular piece. We can also schedule all clean out and trash-removal services, including appliances and hazardous chemicals. Once you are in your new home, It s Your Move helps ease the settling-in process. We will unpack one room or the whole house. When It s Your Move departs, everything will be unpacked, the furniture in place, the kitchen and bath set up, even the pictures hung. At the heart of It s Your Move The experience of moving her family eight times has made Lynn Falwell an expert in the relocation process. As a real estate broker for Rutledge Properties in Wellesley, MA, she realized the tremendous need for a different kind of professional movemanaging company. Combining her technical experience with an A-List of service providers, Lynn founded It s Your Move and made it her business to make the process of relocating a simply moving experience. Janice Armour has been a personal organizer for eighteen years. From opening her own home to women in transition, to creating and running her own concierge business, Janice has always focused her personal and professional pursuits on helping others. She brings expertise in the field of senior care as well as masterly organization skills to the custom services of It s Your Move. It s Your Move is a member of the National Association of Senior Move Managers, (NASMM). They can provide hands-on emotional and organizational support to older adults and their families during this challenging time. They specialize in moves from a long-time residence to a smaller space. It s Your Move can act as a trusted advisor to family members on every aspect of the relocation process.

3 They are symbiotic. Lynn and Janice have the talent to organize the chaos. Everyone moves at the right speed and tempo. They seem to instinctively know what you need, a hand held, a story heard, a picture perfectly placed. Their ability to take care of the person, while orchestrating an overwhelmingly complicated process is extraordinary. Patricia Storey Client A hand held, a story heard, a picture perfectly placed It can be exciting. It can be overwhelming. You have as many questions as possessions. We can help. It s Your Move tailors the moving process to fit your unique needs. We create a custom plan that includes the selection and scheduling of all necessary services. We will work with you until every last box is unpacked and you are feeling at home. It s time for a change Maybe you have embarked on a second career or decided you cannot wait any longer to have a water view be the first and the last thing you see each day. Or maybe you want a more contemporary space in an urban setting close to all the museums, boutiques and newest restaurants. We can help you get there. It s time to downsize You may be discovering you can hear a pin drop over the quiet hum of the refrigerator. Your rooms are filled with pictures and memories, but there are many empty rooms gathering dust now that your children have moved on. The freer years ahead can be an exciting time. We can help you move on as well. An elder is moving It s difficult for both parent and child. The child needs to take charge. Your parents can t live independently anymore. How do you facilitate the transition to this challenging stage especially if you can t be there to share the burden? These years can be peaceful and happy. We can help mom and dad part with possessions, while holding on to the memories.

4 We never want to be without them. The sensitivity and calming influence they bring to the stress and heightened emotions of a move are truly unique and invaluable to our clientele. When we refer them to a client, we are giving that person a gift. They intuitively know what a client needs. Anne Connolly Sales Director, Fox Hill Village, Westwood, Massachusetts Give a gift to your client Energy, expertise, and compassion Janice and Lynn orchestrate a move. Their energy, expertise, and visionary way of planning any move, big or small, makes them a perfect fit for a Fortune 500 CEO and family, or a senior leaving a lifetime home. It s Your Move is hands-on from the beginning to end of every move. They have an uncanny ability to deal with all of it and make it happen, no matter what comes up. James Gilmartin Olympic Moving & Storage, Boston & Alexandria, Virginia

5 When should you do what? How can I part with family heirlooms? Because of all the countless details and emotions associated with moving, many people put it off. They end up pressed for time and stress levels soar. We have a tried and true system that organizes every phase of a move and provides clients with a timeline for all activities. Our experience as Senior Move Managers ensures you have access to A List vendors with impeccable credentials. Our service providers include movers, box companies, disposal services, appraisers, auction houses, interior designers, and charities. We take the time to help you decide what to keep and where it will go in your new home. The staff speaks to the heart The IYM staff draws from Lynn and Janice s energy level. They take their work seriously. They listen to all the stories that go with the personal treasures. Their clients embrace them. The It s Your Move staff speaks to the heart. Susan Liberman Karp and Liberman Real Estate, Newton Centre, Massachusetts

6 They will be my friends forever Janice and Lynn become part of your family for the time they are with you. They will be my friends forever. I could never have done it without them. This was a complete lifestyle and location change for us and It s Your Move was with us every step of the way. Janice and Lynn know their business. They have established relationships with exceptional vendors. You are spending your money wisely with It s Your Move. Eileen and Marty Leinwand Client

7 PO Box 322 Natick, MA P F

8 A Simply Moving Experience

Moving On. A Guide to Housing-Related Resources Tailored to Seniors and their Families

Moving On. A Guide to Housing-Related Resources Tailored to Seniors and their Families Moving On A Guide to Housing-Related Resources Tailored to Seniors and their Families Published by Seniors the SRES Real Council, Estate Specialist Seniors Real Estate www.sres.org Specialist 1 Contents

More information

Answers to frequently asked questions Home to Home Relocation Service for the Over 50s

Answers to frequently asked questions Home to Home Relocation Service for the Over 50s Answers to frequently asked questions Home to Home Relocation Service for the Over 50s Q What does 50+ Relocation do? A: Fifty Plus Relocation is an independent Home to Home Relocation service. We will

More information

Boston's Best Moving & Storage Company

Boston's Best Moving & Storage Company Boston's Best Moving & Storage Company Affordable Angels Moving and Storage Company: One of the Best Office and Apartment Movers & Top Quality Relocation Services in Greater Boston, Cambridge, and Brookline,

More information

Private Banking Wealth Management

Private Banking Wealth Management Private Banking Wealth Management Our mission Our mission is to be with you at every point, providing the financial expertise to help you achieve your goals. Whether your needs are basic or complex, we

More information

Listening. Carefully.

Listening. Carefully. Listening. Carefully. growth security freedom perspective grateful Your Wealth. W h at doe s it mean to yo u? family adventure giving progress legacy opportunity choices Your passion guides our perspective.

More information

Techniques, tools and experiences for developing appropriate and effective relocation services and re-designing them for todays' expatriates.

Techniques, tools and experiences for developing appropriate and effective relocation services and re-designing them for todays' expatriates. FIGT Session Michele Bar-Pereg, Naomi Hattaway. March 2015 Techniques, tools and experiences for developing appropriate and effective relocation services and re-designing them for todays' expatriates.

More information

SENIOR LIFE COMMUNITIES

SENIOR LIFE COMMUNITIES A d t u l L i v i n g f o r SENIOR LIFE COMMUNITIES t h o s e Spring o n the ake Kank e Riv er w h o k s e e Riversideseniorlife.com Assisted Living & Memory Care 85 East Burns Road Bourbonnais, IL 60194

More information

COMMITMENT TO EXCELLENCE

COMMITMENT TO EXCELLENCE COMMITMENT TO EXCELLENCE Your Expectation of Excellence Meeting Excellence, a Certified Minority Business Enterprise (MBE), plans corporate meetings, incentive travel and provides meeting consulting services.

More information

Buying an Assisted Move

Buying an Assisted Move M ake Your Move a Walk in the Park We are delighted that you are considering buying an MHA property and want you to enjoy the benefits of our retirement living as soon as possible. Share the cost Buy from

More information

Why 50+ Adults Are Moving

Why 50+ Adults Are Moving Why 50+ Adults Are Moving Undoubtedly there are many reasons why homeowners over the age of 50 will decide to move from their homes. Many find that they re unable to continue the task of maintaining the

More information

ANDERSON PREPARATORY ACADEMY

ANDERSON PREPARATORY ACADEMY ANDERSON PREPARATORY ACADEMY Not just a place where Children go, but a Community where Families grow. FRANCHISE INFO PACK TABLE OF CONTENTS Page 2 Page 4 Page 6 Page 6 Page 6 Page 6 Page 8 Page 12 Page

More information

Build Business Credit

Build Business Credit She Put Moms On the Map! Interview with Blue Suit Mom Founder Maria Bailey Easy Way to Follow Up with Clients Invest In Mom! Invest In Her Success & Invest In the Future Build Business Credit Getting A

More information

Miller Gaffney Art Advisory specializes in

Miller Gaffney Art Advisory specializes in Miller Gaffney Art Advisory specializes in comprehensive international art advisory services. Our professional team provides impartial advice to clients on every aspect of fine art, decorative art, and

More information

Work hard. Be rewarded. Make a difference.

Work hard. Be rewarded. Make a difference. Work hard. Be rewarded. Make a difference. Bring your career to life at New York Life. The Company You Keep What s your definition of a day well spent? What does a career need to offer you in order to

More information

Becoming a professional organizer. A self study course in the Clear & SIMPLE Systems. The Clear & SIMPLE Self Study Course

Becoming a professional organizer. A self study course in the Clear & SIMPLE Systems. The Clear & SIMPLE Self Study Course Becoming a professional organizer A self study course in the Clear & SIMPLE Systems 1 Contents The professional organizer industry... 7 Understanding the profession... 8 NAPO (National Association of Professional

More information

Changing the shape of British retirement. www.homewise.co.uk

Changing the shape of British retirement. www.homewise.co.uk Changing the shape of British retirement Free Phone 0800 043 33 66 About us Welcome to Homewise Like many people, you may have spent years looking forward to a dream retirement lifestyle, perhaps wanting

More information

Every international removal is the most important we will ever make.

Every international removal is the most important we will ever make. Every international removal is the most important we will ever make. SHW is the quality international mover of choice for organisations relocating their employees overseas. It s because we care; we care

More information

Financial Peace of Mind

Financial Peace of Mind Financial Peace of Mind Financial goals are about more than money. Ultimately, your financial goals are about your freedom so dream big. Careful financial management gives you the power to make your life

More information

Pr i vat e Tr a nsit ion Se rv ic es

Pr i vat e Tr a nsit ion Se rv ic es Pr i vat e Tr a nsit ion Se rv ic es Chris Carter Kent 480.388.0662 Chris@WaltDanley.com Representing Arizona s Finest Properties Real Estate Expert & Advisor CHRIS CARTER KENT TRANSITION NAVIGATOR Chris

More information

Mortgage Guide and Helpful Tips

Mortgage Guide and Helpful Tips Mortgage Guide and Helpful Tips Dear Prospective Home Owner, Let me tell you that home ownership is one of the key ingredients to building wealth. Take any 100 people at the start of their working careers

More information

AUSTIN PROPERTY SOLUTIONS

AUSTIN PROPERTY SOLUTIONS AUSTIN PROPERTY SOLUTIONS Hassle Free Home Sales with C Squared Solutions If you are interested in selling your house quickly and hassle free, you ve come to the right place! Read on to learn what C Squared

More information

The 11 Components of a Best-In-Class 360 Assessment

The 11 Components of a Best-In-Class 360 Assessment White Paper LEADERSHIP DEVELOPMENT The 11 Components of a Best-In-Class 360 Assessment Crucial elements for your 360 assessment 360-degree assessments are the backbone of most corporations leadership development

More information

When companies purchase an integrated learning

When companies purchase an integrated learning Feature 2. Project team members are required to perform their regular responsibilities in addition to committing their time to the implementation. Organizations can overcome these challenges if they find

More information

The psychic service more people trust

The psychic service more people trust The psychic service more people trust 1 ABOUT California Psychics has been helping people around the world confidently make decisions about important topics including love, relationships or compatibility,

More information

Taryn Lamb, Professional Organizer and Owner Organized Havens, LLC www.organizedhavens.com Taryn@OrganizedHavens.com 732-690- 3807 BIO:

Taryn Lamb, Professional Organizer and Owner Organized Havens, LLC www.organizedhavens.com Taryn@OrganizedHavens.com 732-690- 3807 BIO: Taryn Lamb, Professional Organizer and Owner Organized Havens, LLC www.organizedhavens.com Taryn@OrganizedHavens.com 732-690- 3807 BIO: Professional Organizer, Taryn Lamb, founded her company, Organized

More information

Aramark A Legacy of Exceptional Service

Aramark A Legacy of Exceptional Service Aramark A Legacy of Exceptional Service Aramark delivers experiences that enrich and nourish people s lives through innovative services in food, facilities management, and uniforms. We provide award-winning

More information

5 Secrets to Wealth. Every Woman Needs To Know To Be Financially Free. By Nancy L. Gaines, Founder Women Gaining Wealth, LLC

5 Secrets to Wealth. Every Woman Needs To Know To Be Financially Free. By Nancy L. Gaines, Founder Women Gaining Wealth, LLC 5 Secrets to Wealth Every Woman Needs To Know To Be Financially Free By Nancy L. Gaines, Founder Women Gaining Wealth, LLC Thank you for requesting this free report and taking steps toward your own financial

More information

Reflections of a First Year Teacher. Sherry Schexnayder

Reflections of a First Year Teacher. Sherry Schexnayder Reflections of a First Year Teacher Sherry Schexnayder Course: Education 654 Instructor: Dr. Cynthia Elliott Assignment: Reflection Teaching is the one thing I have always wanted to do. Even when I was

More information

You Dream It. We Make It Happen. BUYING ADVANTAGE

You Dream It. We Make It Happen. BUYING ADVANTAGE You Dream It. We Make It Happen. BUYING ADVANTAGE Dream Realty, LLC is a full service MLS listed real estate brokerage firm. Partnering with you in a fresh and creative environment while being knowledgeable,

More information

Real-World Thinking: Using Voluntary Benefits Today to Address Employees Lifestyle and Financial Needs for Tomorrow. A Purchasing Power White Paper

Real-World Thinking: Using Voluntary Benefits Today to Address Employees Lifestyle and Financial Needs for Tomorrow. A Purchasing Power White Paper Real-World Thinking: Using Voluntary Benefits Today to Address Employees Lifestyle and Financial Needs for Tomorrow A Purchasing Power White Paper January 2011 TABLE OF CONTENTS Executive Summary...2 Employees

More information

United Way of Miami-Dade Leadership Circle

United Way of Miami-Dade Leadership Circle United Way of Miami-Dade Leadership Circle My parents taught me the importance of commitment to the community at an early age. I have been richly blessed in life and find that giving my time and treasure

More information

Private Client Group. Washington DC Alexandria VA Los Angeles CA Fort Lee NJ

Private Client Group. Washington DC Alexandria VA Los Angeles CA Fort Lee NJ The conversation between client and advisor is the heart of our firm; all that we do must be borne of and nourish that relationship. - Augustine Hong, CEO Private Client Group Washington DC Alexandria

More information

An Introduction To CRM. Chris Bucholtz

An Introduction To CRM. Chris Bucholtz Chris Bucholtz Contents Executive Summary...3 Introduction...4 Why CRM?...4 The Top 6 Things CRM Can Do For You...5 Creating A Standardized Process...5 No More Weekly Status Reports...5 Automate Your Unique

More information

EVERYTHING YOU NEED TO KNOW ABOUT CULINARY ARTS

EVERYTHING YOU NEED TO KNOW ABOUT CULINARY ARTS EVERYTHING YOU NEED TO KNOW ABOUT CULINARY ARTS EVERYTHING YOU NEED TO KNOW ABOUT CULINARY ARTS 2 NATURE OF WORK A career in culinary arts is an exciting one that allows you to indulge in your passion

More information

The Home Improvement Scheme. Making Every House a Home

The Home Improvement Scheme. Making Every House a Home The Home Improvement Scheme Making Every House a Home 1 Our Home Improvement Scheme provides access to finance for a tailored package of property and support services so that you can live independently

More information

56 Key Profit Building Lessons I Learned from Jay Abraham s MasterMind Marketing Training.

56 Key Profit Building Lessons I Learned from Jay Abraham s MasterMind Marketing Training. 56 Key Profit Building Lessons I Learned from Jay Abraham s MasterMind Marketing Training. Jay Abraham is a man you should all know. If you do not - go to the library and start learning - just do it! He

More information

Kelly & Swetz, LLP, Attorneys at Law Brochure Copy

Kelly & Swetz, LLP, Attorneys at Law Brochure Copy Kelly & Swetz, LLP, Attorneys at Law Brochure Copy Overview Kelly & Swetz LLP is a complete wealth management and asset preservation law firm, helping clients with all areas of asset protection including:

More information

The Ultimate NURSING SCHOOL Admissions Checklist. steps to getting accepted into an accredited program

The Ultimate NURSING SCHOOL Admissions Checklist. steps to getting accepted into an accredited program The Ultimate NURSING SCHOOL Admissions Checklist 15 steps to getting accepted into an accredited program Getting In Can Seem INTIMIDATING Just looking at a list of nursing program requirements can seem

More information

When it comes to creating memories and sharing

When it comes to creating memories and sharing Hospice Care: Comfort and Compassion When It s Needed Most When it comes to creating memories and sharing in significant life events, the family is the focal point for commemoration and celebration. We

More information

DISCOVERING NEW LANDS WITH EXTRAORDINARY NAVIGATION

DISCOVERING NEW LANDS WITH EXTRAORDINARY NAVIGATION DISCOVERING NEW LANDS WITH EXTRAORDINARY NAVIGATION RELOCATION SERVICES As the road to discovery begins, we provide the framework and resources our clients need while connecting every transferee to their

More information

Wealth Management Challenges and Opportunities For Affluent Same-Sex Couples

Wealth Management Challenges and Opportunities For Affluent Same-Sex Couples Wealth Management Challenges and Opportunities By Nan P. Bailey, MBA, CFP, AIF 1875 Palmer Avenue, Suite 206, Larchmont, NY 10538 nan@npbailey.com www.npbailey.com 914.834.9105 Securities and Advisory

More information

About Phoebe Moffatt. Phoebe Moffatt s Mission. Certified Specialist in Estate and Trust Law by the State Bar of Arizona

About Phoebe Moffatt. Phoebe Moffatt s Mission. Certified Specialist in Estate and Trust Law by the State Bar of Arizona Since 1960, Sacks Tierney P.A. attorneys have resolved their clients legal problems with a combination of talent, creativity, professionalism, and integrity. Specialized knowledge. Personalized service.

More information

Life s better when you have a plan

Life s better when you have a plan Life s better when you have a plan FINANCIAL PLANNING. WEALTH ADVICE. INVESTMENT MANAGEMENT. Let s make plans together When making decisions about your financial future, we believe these should be made

More information

The Energized Nurse Training Program

The Energized Nurse Training Program The Energized Training Program To be Energized means: Discover the Power of Positive Contagious Energy To be mentally focused, alert positive. To be physically engaged energetic. To make great decisions

More information

Giving. Help future attorneys practice their passion. And, help yourself at tax time.

Giving. Help future attorneys practice their passion. And, help yourself at tax time. Giving. Help future attorneys practice their passion. And, help yourself at tax time. The law school strives to provide a high quality legal education through an affordable, part-time program. Founded

More information

estate plan for your family

estate plan for your family O p e n t h e d o o r t o a s e c u r e estate plan for your family TRUST IS PARAMOUNT In choosing MacMillan Estate Planning, you have chosen the elite estate planning firm in Canada. For the past decade,

More information

Protect your business and preserve your legacy. The 10 questions every business owner should consider.

Protect your business and preserve your legacy. The 10 questions every business owner should consider. Protect your business and preserve your legacy. The 10 questions every business owner should consider. Our top ten questions and answers While there are many Top Ten Questions lists published in the financial

More information

Chartered Financial Planners. Simplifying your financial life. EXPERT ADVICE. PROFESSIONALLY DELIVERED

Chartered Financial Planners. Simplifying your financial life. EXPERT ADVICE. PROFESSIONALLY DELIVERED Chartered Financial Planners. Simplifying your financial life. EXPERT ADVICE. PROFESSIONALLY DELIVERED 02 TIME TO ENJOY Through hard work and unique talent you have generated wealth. A relationship with

More information

7 Questions to Ask When Screening Senior Living Communities

7 Questions to Ask When Screening Senior Living Communities 7 Questions to Ask When Screening Senior Living Communities And Two Points to Consider Before Making Your Final Decision 630-297-4944 www.lexingtonsquares.com Is It Time To Consider The Best Living Option

More information

Associate Specialist Training Programme

Associate Specialist Training Programme Associate Specialist Training Programme Contents General Introduction 2 An insight into the Programme 3 Learning through experience Building client relationships Discovering the auction world The Programme

More information

Hoarding SolutionS. CompaSSion and ExpEriEnCE.

Hoarding SolutionS. CompaSSion and ExpEriEnCE. Hoarding SolutionS. CompaSSion and ExpEriEnCE. Hoarding: there is HopE. If you are dealing with a hoarding situation, don t be embarrassed, hoarding is not due to poor organization or laziness. Compulsive

More information

Riverstone Business Consulting Services

Riverstone Business Consulting Services Riverstone Business Consulting Services Television pundits and politicians say small business is the key to the global economy. They remind us that small businesses create most of most of the jobs and

More information

The Ultimate NURSING SCHOOL Admissions Checklist. steps to getting accepted into an accredited program

The Ultimate NURSING SCHOOL Admissions Checklist. steps to getting accepted into an accredited program The Ultimate NURSING SCHOOL Admissions Checklist 15 steps to getting accepted into an accredited program Getting In Can Seem INTIMIDATING Just looking at a list of nursing program requirements can seem

More information

Move Management. Enter

Move Management. Enter Movers Storers Shippers Enter Exceeding expectations Seafreight European Moving Airfreight Packing Storage Insurance Surveys and Quotes > Contents Contents Moving overseas is a personal service that is

More information

GLOBAL CORPORATE SERVICES

GLOBAL CORPORATE SERVICES GLOBAL CORPORATE SERVICES ALIGNING CBRE s Global Corporate Services (GCS) is the world leader in commercial real estate services. As the top real estate services provider named to the Global Outsourcing

More information

Shouldn t your moving company be more than just a mover?

Shouldn t your moving company be more than just a mover? Shouldn t your moving company be more than just a mover? Because you are making more than just a move. Just as every family is different, so is every move. In the new community, your employee s family

More information

~ Press Kit ~ Professional Event Planning. Design / Planning / Management

~ Press Kit ~ Professional Event Planning. Design / Planning / Management Professional Event Planning Design / Planning / Management We create memorable events while providing you with a first class experience. ~ Press Kit ~ Get in Touch The Contents (949) 690-6832 cassie@eventsbycassie.com

More information

Legacy. Extraordinary Devotion. volume 2 Fall 2012

Legacy. Extraordinary Devotion. volume 2 Fall 2012 volume 2 Fall 2012 Legacy Randolph-Macon College: Building Extraordinary Extraordinary Devotion To Kay and Jim 61 Hunter, Randolph-Macon College and Ashland hold a very special place in their hearts. C

More information

Tiered Supports for Individual Learners

Tiered Supports for Individual Learners Tiered Supports for Individual Learners Susan Sandall: My name is Susan Sandall, and I am very happy to be here with you all today. And I am going to talk about tiered supports for individual learners

More information

Your helpful life insurance guide: Shopping for life insurance

Your helpful life insurance guide: Shopping for life insurance Your helpful life insurance guide: Shopping for life insurance When it comes to shopping for life insurance, you may need help making an informed decision. At Amica Life, we believe helpfulness is what

More information

The 12 Step Follow Up System Finally A Follow Up System That s Simple, FUN and Most Importantly PROFITABLE!

The 12 Step Follow Up System Finally A Follow Up System That s Simple, FUN and Most Importantly PROFITABLE! The 12 Step Follow Up System Finally A Follow Up System That s Simple, FUN and Most Importantly PROFITABLE! Copyright 2013, All Rights Reserved Nancy Matthews Page 1 Congratulations! Welcome you to the

More information

8-7 Weeks Before. Notes. Call Insurance Agent. Think About Moving Strategy. Think About Money. Meet With Movers. Notes. Start Transferring Records

8-7 Weeks Before. Notes. Call Insurance Agent. Think About Moving Strategy. Think About Money. Meet With Movers. Notes. Start Transferring Records 8-7 Weeks Before 8 Weeks Before Call Insurance Agent Your current agent can help transfer your policies and find an agent in your new town. Think About Moving Strategy Want to hire movers or beg your friends

More information

Real Life Financial Planning

Real Life Financial Planning Real Life Financial Planning An Easy to Understand System to Organize Your Financial Plan and Prioritize Financial Decisions Todd D. Bramson, CFP If you are a C-Level executive or partner interested in

More information

Know the Client, Do the Plan Hugh Massie, Financial DNA Resources. November 2008

Know the Client, Do the Plan Hugh Massie, Financial DNA Resources. November 2008 Know the Client, Do the Plan Hugh Massie, Financial DNA Resources November 2008 True financial planning is an on-going process and not a one time activity. This is the mind-set that needs to be developed

More information

Hand, Head and Heart Exercise

Hand, Head and Heart Exercise Asset Based Community Development Asset-Based Community Development/Asset Mapping Texas Healthy Start Alliance March 7, 2014 Copyright 2014 H. Daniels Duncan, Faculty Member ABCD Institute Hand, Head and

More information

Helping to keep your promises

Helping to keep your promises Helping to keep your promises Our customized trust services There have been times in your life when you made a promise to yourself. Perhaps you sealed your vow to love and protect with a kiss. You may

More information

San Félix 1421, Vitacura, Santiago, Chile (56 9) 76951819 info@chilerelocationagency.cl www.chilerelocationagency.cl

San Félix 1421, Vitacura, Santiago, Chile (56 9) 76951819 info@chilerelocationagency.cl www.chilerelocationagency.cl Our aim is to help our clients feel that Chile is their new home. Leave it in our hands. San Félix 1421, Vitacura, Santiago, Chile (56 9) 76951819 info@chilerelocationagency.cl About Us Chile Relocation

More information

8 WEALTH MANAGEMENT ISSUES: How They Affect Your Financial Future

8 WEALTH MANAGEMENT ISSUES: How They Affect Your Financial Future 8 WEALTH MANAGEMENT ISSUES: How They Affect Your Financial Future When it comes to financial advice, you need wisdom and guidance but most importantly, you want to ensure that the advice you receive will

More information

DO NOT COPY. United Nations 57 th Commission on the Status of Women Sessions Reflection Paper. April 4, 2012. Yolanda Fair WomenNC CSW 2013 Fellowship

DO NOT COPY. United Nations 57 th Commission on the Status of Women Sessions Reflection Paper. April 4, 2012. Yolanda Fair WomenNC CSW 2013 Fellowship United Nations 57 th Commission on the Status of Women Sessions Reflection Paper April 4, 2012 Yolanda Fair WomenNC CSW 2013 Fellowship Fair 1 Attending the 57 th United Nations Commission on the Status

More information

Children s, young people s and families experiences of Rainbow Trust Children s Charity

Children s, young people s and families experiences of Rainbow Trust Children s Charity Children s, young people s and families experiences of Rainbow Trust Children s Charity June 2011 Professor Bernie Carter, Dr Anne Hunt & Dr Maria Edwards School of Health, University of Central Lancashire,

More information

Planning for Long-Term Health Care

Planning for Long-Term Health Care Planning for Long-Term Health Care The Financial Planning Association (FPA ) connects those who need, support and deliver financial planning. We believe that everyone is entitled to objective advice from

More information

Your Art Collection and Legacy Planning

Your Art Collection and Legacy Planning Your Art Collection and Legacy Planning Whether selling, giving or donating your art collection, early planning is critical to ensuring your goals are fulfilled. By: Mitchell A. Drossman and Ramsay H.

More information

LaFern K. Batie, MBA, SPHR Business Strategist Executive Coach Professional Speaker Author. Practical Insight, Powerful Impact!

LaFern K. Batie, MBA, SPHR Business Strategist Executive Coach Professional Speaker Author. Practical Insight, Powerful Impact! Business Strategist Executive Coach Professional Speaker Author Practical Insight, Powerful Impact! Engaging Powerful Practical That is what leaders consistently say after attending an interactive session

More information

Capital Campaign Clinic

Capital Campaign Clinic ANNUAL MEETING HANDOUT Capital Campaign Clinic A team of consultants and practitioners shared stories from successful capital campaigns, with break-out sessions addressing approaches to the Planning, Quiet,

More information

How to Increase Sales for Your Moving Company White Paper From SalesPath by Moveboxer

How to Increase Sales for Your Moving Company White Paper From SalesPath by Moveboxer How to Increase Sales for Your Moving Company White Paper From SalesPath by Moveboxer Increase Sales Today for Your Moving Company One of the biggest questions in running any company, and particularly

More information

Estate Planning: Preparing for End of Life MANAGING RETIREMENT DECISIONS SERIES

Estate Planning: Preparing for End of Life MANAGING RETIREMENT DECISIONS SERIES Estate Planning: Preparing for End of Life MANAGING RETIREMENT DECISIONS SERIES ESTATE PLANNING IS ANOTHER WORD FOR putting one s personal affairs in order. People do estate planning all along life s journey,

More information

Becoming A Spiritually Healthy Family Avoiding the 6 Dysfunctional Parenting Styles Authors: Michelle Anthony

Becoming A Spiritually Healthy Family Avoiding the 6 Dysfunctional Parenting Styles Authors: Michelle Anthony Becoming A Spiritually Healthy Family Avoiding the 6 Dysfunctional Parenting Styles Authors: Michelle Anthony Michelle Anthony is the Vice President and Publisher of Learning Resources at David C Cook.

More information

Module 1 Personal Vision and Mission Statements for Business Leaders

Module 1 Personal Vision and Mission Statements for Business Leaders Module 1 Personal Vision and Mission Statements for Business Leaders By Michelle Pate, MA, MBA How many times have you worked for a company and many of your co-workers don t know what is happening at the

More information

Do Mom & Dad have a will? Do they have a special needs trust set up for her? Where can I find these important documents?

Do Mom & Dad have a will? Do they have a special needs trust set up for her? Where can I find these important documents? Does he have a legal guardian? What are the options? Do Mom & Dad have a will? Do they have a special needs trust set up for her? Where can I find these important documents? Wills/inheritance Special Needs

More information

A 3-Step Guide to. Long-Term Care Planning

A 3-Step Guide to. Long-Term Care Planning Understanding the risks AVOIDING Mistakes 1 2 3 reducing your costs A 3-Step Guide to smarter Long-Term Care Planning The time to prepare is now The need for long-term care is one of the biggest financial

More information

Talent Management Leadership in Professional Services Firms

Talent Management Leadership in Professional Services Firms Talent Management Leadership in Professional Services Firms Published by KENNEDY KENNEDY Consulting Research Consulting Research & Advisory & Advisory Sponsored by Table of Contents Introduction.... 3

More information

Women of Wealth WHY DOES THE FINANCIAL SERVICES INDUSTRY STILL NOT HEAR THEM? HEATHER R. ETTINGER AND EILEEN M. O CONNOR

Women of Wealth WHY DOES THE FINANCIAL SERVICES INDUSTRY STILL NOT HEAR THEM? HEATHER R. ETTINGER AND EILEEN M. O CONNOR Women of Wealth WHY DOES THE FINANCIAL SERVICES INDUSTRY STILL NOT HEAR THEM? HEATHER R. ETTINGER AND EILEEN M. O CONNOR Women of Wealth WHY DOES THE FINANCIAL SERVICES INDUSTRY STILL NOT HEAR THEM? The

More information

Resource Team Development. None of us is as smart as all of us. - - Ken Blanchard. Section 4

Resource Team Development. None of us is as smart as all of us. - - Ken Blanchard. Section 4 Resource Team Development None of us is as smart as all of us. - - Ken Blanchard Section 4 In this section: Late-in-life transitions tend to involve a wide range of professionals. CSHPs have identified

More information

Applying the Art & Science of Direct Marketing to Planned Giving

Applying the Art & Science of Direct Marketing to Planned Giving Applying the Art & Science of Direct Marketing to Planned Giving Published in The Journal of the Direct Marketing Association Non-Profit Federation One of the silver linings of the recent economic downturn

More information

Helping Your Parents Live Independently: Using the home as a financial tool

Helping Your Parents Live Independently: Using the home as a financial tool A guide for family members Helping Your Parents Live Independently: Using the home as a financial tool S tudies show overwhelmingly that, as a society, we want to age-in-place. In other words, we want

More information

130 Newport Center Drive, Suite 136 Newport Beach, California 92660 tel 949. 756. CARE (2273) fax 949 851 CARE (2273) www.starcare.

130 Newport Center Drive, Suite 136 Newport Beach, California 92660 tel 949. 756. CARE (2273) fax 949 851 CARE (2273) www.starcare. S T A R C A R E S T A R C A R E A S S O C I A T E S, I N C. 130 Newport Center Drive, Suite 136 Newport Beach, California 92660 tel 949. 756. CARE (2273) fax 949 851 CARE (2273) www.starcare.net Securities

More information

How do I know if Agile is working for me or not? An Executive s Dilemma

How do I know if Agile is working for me or not? An Executive s Dilemma How do I know if Agile is working for me or not? An Archana Joshi, Cognizant Sheshadri Shekhar, Cognizant Dec 31 2013 Overview: As Agile Coaches working with a large multinational diversified financial

More information

The Ultimate NURSING SCHOOL Admissions Checklist. steps to getting accepted into an accredited program

The Ultimate NURSING SCHOOL Admissions Checklist. steps to getting accepted into an accredited program The Ultimate NURSING SCHOOL Admissions Checklist 15 steps to getting accepted into an accredited program Getting In Can Seem INTIMIDATING Just looking at a list of nursing program requirements can seem

More information

20-SOMETHINGS NEED ESTATE PLANNING, TOO

20-SOMETHINGS NEED ESTATE PLANNING, TOO 20-SOMETHINGS NEED ESTATE PLANNING, TOO Recently, we saw one Hollywood family suffer through an unthinkable tragedy. After months of lying unresponsive in a coma, Bobbi Kristina Brown passed only a few

More information

Relocation Services within North America

Relocation Services within North America Relocation Services within North America SM Relocation Services From supply chain management to fully-outsourced mobility programs, Paragon Relocation offers customized and scalable services for all relocation

More information

AppliTrack: Tips for Successful Essays. Spring 2013

AppliTrack: Tips for Successful Essays. Spring 2013 AppliTrack: Tips for Successful Essays Spring 2013 2 ONLINE APPLICATIONS: KEYS TO SUCCESS Note: School districts and ROE consortia are now requiring essay questions as a part of the online application

More information

PROJECT MANAGEMENT BUSINESS TRANSITION & MOVE MANAGEMENT SERVICES

PROJECT MANAGEMENT BUSINESS TRANSITION & MOVE MANAGEMENT SERVICES PROJECT MANAGEMENT BUSINESS TRANSITION & MOVE MANAGEMENT SERVICES CBRE s Business Transition & Move Management Services is able to minimize business downtime and enhance employee satisfaction during complex

More information

HOW TO RIDE A 10-PERSON BICYCLE Improving Employee Engagement in Real-Time

HOW TO RIDE A 10-PERSON BICYCLE Improving Employee Engagement in Real-Time HOW TO RIDE A 10-PERSON BICYCLE Improving Employee Engagement in Real-Time Remember when you were learning to ride a bike? Some people used training wheels. Others had someone holding onto the back of

More information

Managing Wealth Means Managing Expectations

Managing Wealth Means Managing Expectations Managing Wealth Means Managing Expectations The term wealth management is so overused it has become a cheap marketing slogan and is in danger of losing its true meaning. It sounds sexy, so it gets tossed

More information

Comprehensive Wealth Management. Clarity. It changes everything.

Comprehensive Wealth Management. Clarity. It changes everything. Comprehensive Wealth Management Clarity. It changes everything. WHO WE ARE Knowing that you have a plan for your personal finances and retirement frees you to pursue your passions. At Avier, we take the

More information

PERSONAL FINANCIAL PLANNING

PERSONAL FINANCIAL PLANNING PERSONAL FINANCIAL PLANNING A GUIDE TO STARTING YOUR PERSONAL FINANCIAL PLAN THE CERTIFICATION TRADEMARK ABOVE IS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. IN THE UNITED STATES AND

More information

Family Governance and Wealth Planning

Family Governance and Wealth Planning Many financially successful, high net worth individuals engage an advisor to help answer important questions around protecting and transferring their wealth to their children and future generations. They

More information

It is my pleasure to welcome families, friends, teachers, and our. younger students to graduation day at Wilmington Montessori

It is my pleasure to welcome families, friends, teachers, and our. younger students to graduation day at Wilmington Montessori Graduation Welcome Speech June 2010 It is my pleasure to welcome families, friends, teachers, and our younger students to graduation day at Wilmington Montessori School. Earlier this morning, I spoke to

More information

ALIGNMENT WITH THE HIGHER SELF & MEETING SPIRIT GUIDES

ALIGNMENT WITH THE HIGHER SELF & MEETING SPIRIT GUIDES ALIGNMENT WITH THE HIGHER SELF & MEETING SPIRIT GUIDES Experiencing Spiritual Connection This becomes more and more obvious to you with practice you will get a distinct feeling and knowing when you are

More information

Chapter 35 SENIOR SUPER HERO

Chapter 35 SENIOR SUPER HERO Chapter 35 Kevin Reichard Senior Financial Network SENIOR SUPER HERO (Story told by the Reverse Mortgage Professional) I was sitting at my desk in my home office comparing two great job offers after me,

More information