We are lucky to find really great clients. When we do, it is a mutually respectful and intentional two-way relationship that allows us to create great stuff. We are careful to work with clients for whom true change is important, and whose products and services have the potential for significant change. Life is too short to make it anything else.

Some of our clients include:

  • Financial | Wealth | Investment Advisors
  • Insurance Agents
  • Coaches (Health, Executive, Business and Life), Authors and Speakers
  • Real Estate Agents, Attorneys and Entrepreneurs

Our ideal clients are those who embrace mutual respect, a collaborative working relationship, and a strong desire to succeed in their business. Our ideal clients are not afraid to delegate and trust the process and knowing that we will work with them whether it’s high level or low level, hands-on or hands-off!

It doesn’t matter if you are starting out or are a veteran with more than 20 years of experience, we've worked with both.

If a potential client tends to procrastinate, changes priorities frequently, micro-manages or is more comfortable in an employee-boss relationship we will not be a fit. We are fellow business owners who want to create win-win successes together!

What Our Clients Say

Ted Fall

Luxury Home Furnishing Brands Sales Consultant and Real Estate Investor

I’ve been collaborating with Doreen for over 2 years now and have found her work exemplary. As an independent sales agent in the luxury home furnishings business her handling of back-office work and appointment setting has allowed me to focus on other areas of my business that have led to two consecutive years of better than average sales growth and customer retention.

Weldon J. Reeves

CPA/PFS, CEBS, MBA, TR&R Investment Advisors

Doreen has helped me to remain productive and efficient. She keeps me organized, anticipates needs, and is good with our clients. Doreen frees me up from administrative tasks so that I can focus on our clients.

Let Us Help You Reach Your Goals!

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