Getting There

FINANCIAL GUIDANCE
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75. Professional Organizers For People & Estates With Joan McCreary

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In this episode, Esther Szabo is joined by Certified Professional Organizer® Joan McCreary, to discuss how professional organizers get to know their clients’ habits, goals and life transitions to sort through the clutter.  Joan details how she navigates the organization process through a variety of scenarios, including estate closings and general organization needs.

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GATES PASS ADVISORS TEAM

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K. Esther Szabo, CFP®(opens in new tab)

Certified Financial Transitionist®
Founder and CEO

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Erik Schei, CFP®, CFA(opens in new tab)

Certified Financial Transitionist®
Senior Advisor

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