interim coo
for overwhelmed, heart-driven women
It's time to quit putting the operations of your life on the back-burner. Your business, your finances and your home deserve to be built on a foundation that can support the growth of your wants, needs, and dreams.
Chief Organizing Officer
Whole-Life Organization™ is the crossroads of the most important parts of real-life as a hard-working, successful, heart-driven human being:
+ BUSINESS {how you use your gifts + talents},
+ HOME {and all of the people and things in it}, and
+ FINANCES {the way you steward the money that flows between the first two}
There's no denying that these three areas of life are connected {for better or worse}, directly affecting one another in every way. The heart of A Dreamer + A Doer is to come alongside you to carry some of the weight, be your accountability, and ultimately help organize the area(s) of your life that are holding you back from going hard after the things your heart longs for.
Whole-Life Organization™
is a dreamer + a doer the right fit for you?
that you're constantly overwhelmed and weighed down by busyness?
do you find...
constantly playing catch up on life's to-do list, feeling like you never get "enough" done?
are you...
to be able to truly love your home?
to have a successful business?
to steward your money well?
do you want...
— KAREN R.
"from business strategy to personal challenges, Brooke has helped me have clarity on it all."
services we offer
The vision and heart for your business are your "Why".
The systems and spaces behind it are your "How".
business
organization
Helping you love your life and your home and find contentment with the things in it.
home
organization
A safe place to discuss, learn, and implement a plan around all things money.
Sometimes we have to ebb & flow through life, so why not tackle organizing it the same way.
financial
organization
whole-life organization™
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number of happy clients
advanced certifications
number of educational events per year
cups of caffeine per day
Business Organization
Personal Organization
Financial Organization
whole-life organization™
includes:
Accountability and hands-on support for implementing organization, systems, and contentment around your business, your home, and your money.
what you can expect:
i'm ready for this.
THIS IS WHERE WE SORT THROUGH + ORGANIZE ALL THINGS BUSINESS, HOME, FINANCES, AND EVERYTHING IN BETWEEN
WHERE WE SORT THROUGH + ORGANIZE ALL THINGS BUSINESS, HOME, FINANCES, AND EVERYTHING IN-BETWEEN
Process + pricing:
FREE 30-Minute Phone Consult to talk about your dreams ~ where you're at, where you want to go, and what it would look like to work together.
Hourly Consulting + Organization is perfect for those who don't need a lot of hands-on help, but rather someone to help create a plan, cast vision, and hold them accountable through the process. This might just be the thing you need to get traction and take action.
Monthly Retainer Consulting + Organization includes up to 20 hours per month of as-needed consulting across all areas ~ business, home, and financial organization. These clients are on a mission to simplify, knock some serious things off their to-do list, and want to make sure they've got the support they need every step of the way.
Whole-Life Organization™ Brain Dump Consult is a 2-hour session to get everything in your head related to the organization of your business, your home, and your finances out and on paper, with plenty of time for Q&A. After our session you'll receive a customized 'DIY Strategy and Checklist' report for you to implement (or delegate) Whole-Life Organization™ so you can tackle them one at a time, at your own pace. Includes one 30 minute follow-up within 90 days after report has been delivered.
Business Planning and Implementation
Marketing Strategies that Organically Grow Your Business Forward
Process Development and Improvement
Systems Management ~ think digital, paperwork, and time
business organization
includes:
A plan and a place where you can get back to dreaming big and doing the things you're most passionate about.
WHAT YOU CAN EXPECT:
i'm ready for this.
process + pricing:
Hourly Business Consulting + Organization is ideal for those looking to identify the problem, and in turn work together to create and implement a solution that will move the project, and ultimately your overall business, forward.
Monthly Retainer Business Consulting + Organization includes up to 20 hours of consulting, strategic planning, and organization as it relates to the Clients business operations and business/personal finances. Ideal for the client who is ready for a hands-on approach and an Interim COO to come alongside them. It's time to create a game plan that turns your business chaos into contentment and provides the foundation your business needs to truly flourish.
FREE 30-Minute Phone Consult to talk about where you're at, where you want to go, and what it would look like to work together.
Creating a Budget for Your Business
Cash Flowing Your Business
Managing Your Own Bookkeeping
Implementing the Profit First Model
financial organization
includes:
The financial foundation that your business needs to thrive.
what you can expect:
i'm ready for this.
BUSINESS FINANCES
Monthly Budgeting
Debt Elimination
Savings ~ think emergencies, college, retirement, and planning for a new home
How to Dream Big ~ even if you don't feel like you're there yet
includes:
A safe place to discuss, learn, and implement a plan around all things money.
what you can expect:
PERSONAL FINANCES
Process + pricing:
FREE 30-Minute Phone Consult to talk about where you're at, where you want to go, and what it would look like to work together.
90-Minute Budget Prep Consult to talk about the way you currently track your income and expenses and what your goal is for your money. The client may be asked to provide a list of current, known income and expenses to A Dreamer + A Doer prior to their appointment. Leave the appointment equipped to create a plan for achieving financial success. Client will also receive a customized [editable] monthly budget template and a 'Next Steps Checklist' to help keep you moving forward and winning with money
Monthly 1:1 Financial Coaching includes (2) 1-hour coaching sessions per month, unlimited email accountability in-between sessions, and intentional implementation and takeaway action steps at each meeting. Coaching can be solely focused on business or personal {OR} we can blend the two and work through the way your money flows between both. These meetings are meant to ebb and flow just the way life does. Minimum 3-month commitment required.
Clutter, Consumption, and Contentment Coaching
DIY Organization + Design Consulting
Time Management Consulting
Whole-Home Organization + Styling
Workspace Set-Up and Organization ~ and adding a
little FUN to functional while we're at it
home/workspace organization
includes:
A space you love. A place to welcome friends. An escape from this crazy, noisy world. And support every step of the way.
what you can expect:
i'm ready for this.
process + pricing:
FREE 30-Minute Phone Consult to talk about where you're at, where you want to go, and what it would look like to work together.
Hourly Consulting + Organization is great for the goals and to-do's that can be can be worked through over 1-2 appointments.
Half Day Consulting + Organization Session consists of a 4-hour block of time for the gal with the, "I'm ready to get it ALL organized immediately, if not sooner!" mindset.
Organization/Design Consult + DIY Plan for a Single Space includes a one hour appointment with A Dreamer + A Doer {onsite or virtual} to identify which project is weighing the heaviest on you and go over the specifics of the space. From there you'll receive your DIY plan with step-by-step instructions on organizing the space and a checklist of items you'll need to complete the project based on your budget.
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