As owner and founder of Clearing House LLC, I specialize in financial organizing and daily money management. I help people who need support managing their personal financial affairs. I also partner with a variety of service professionals to support the needs of collaborative projects involving mutual clients, such as financial service providers and care team members.
My professional journey toward financial organizing as a specialty has evolved since 2004 when I began my business Clearing House (formerly Professional Organizing services). Initially, my work in this arena as a productivity and organizing professional began as a second career to help others with special project tasks, time management and spacial organizing challenges. After over a decade working with individuals in their homes and small businesses on productivity and organizing goals, my business naturally pivoted to focus primarily on paper and financial organizing and, as a niche, daily money management. As client needs changed, and my own personal and professional experiences offered me opportunities to expand my knowledge in these areas, I refined my client portfolio.
As a business owner I bring years of experience in problem-solving and project management, and have collaborated with a wide variety of clients, professionals and the people around them – families and colleagues – to get important jobs completed. I have worked with dozens of individuals with unique backgrounds and bring this collective experience to my work with new projects.
As an advisor and consultant on sensitive personal and financial matters, I value the trust relationship with all of my clients and operate within professional industry standards as they pertain to confidentiality and ethical conduct. Visit the FAQ page to read more about how Clearing House works.
Clearing House LLC is based in Bethesda, MD and as owner and primary consultant, I work directly with clients located in the Washington D.C metro area (DMV) or virtually through remote consulting, as applicable. I partner with trained colleagues within my professional networks to supplement a project if a team effort, additional resources or expertise are needed.
Contact me for a free 30-minute telephone consult, or if you have questions about how to get started.
I look forward to working with you!
In the Media
I’ve had a few opportunities to share my organizing knowledge in print and online. Visit the links below to read more.
Organizing With Your Highschooler, The Washington Post
Home Front Live Chat – Advice on Organizing Topics, The Washington Post
(P.S. I loved doing the live advice chat – it was so fun!)
Get Organized Now: Start the Year Off Right!, Parenting Magazine