I wish Yelp had more stars I could give. Working with Teri Gardella from Organized to a Tee has changed my life for the better! As a busy financial planner serving many clients and a busy mother of two small children, it's so difficult to know how to prioritize. It is so easy to become overwhelmed with work emails, personal emails, scheduling work meetings, volunteering at school and scheduling kids activities. Teri mapped out a plan for me to follow to block time for different activities so I'm not constantly replying to email and throwing off my day. She also put together plans for my Inbox, Calendar and Task List so I could prioritize the most important tasks and meetings each day and then handle the rest gradually on other days. I was resistant but she also convinced me, I could delegate some administrative tasks that would enable me to have more time planning important financial goals for my clients at work and more focused time with my kids at home.
Whenever I'm feeling overwhelmed, I have Teri's notes handy and refer to the organizational plan she put together for me and then I am able to focus and break my tasks into manageable steps. I can't say enough nice things about Teri. She really knows how to transform busy overwhelmed professionals and families into more productive people and she is incredibly patient while she does it. The best part is, the less time I spend looking for that elusive email or misplaced piece of paper, the more precious time I have for the important things like being with my kids and helping my clients meet their life long financial goals.
Even though I'm a self-starter, I never could have taken an impartial step back to look at my tasks and systems and been able to evaluate them objectively. It was crucial to have an impartial third party to this for me so I could see where the holes were in my organizational system. Having Teri do this for me has made all the difference and I'll be following her great plan consistently into the future. read more