WHAT WE ARE SEEKING

What each member is looking for this week   2/28/24

Looking for:

Adrian - Clients with "dead" websites

Annette - Clients who need to Tracing Separate Property Assets

David LaRico - Clients who do not like getting things together for their tax preparer

Frank - Clients who need to file their tax returns

Anthony - Clients who own Not For Profit Businesses to set up as CA Corporations

Lucy - Clients who need help decluttering their homes

Dawn - Clients looking to maximize the physical space in their homes

Kevin - Clients with a small business who don't want to deal with their own Information Technology needs

Jay - Clients who want estate planning documents that will work

David Levine - Businesses who need additional staffing

ET - Small Business Owners and Artisan Contractors

Ricky - Someone who is experiencing back pain who wants the tools to facilitate the healing and prevent future pain

Marcus - Clients who want to have as built plans 

Kate - Someone diagnosed with ADHD

Sharon - Property Owners in Marin County that have high fire zones as they need permits for landscape plans

Christine - Buyers and Sellers considering their options in buying and selling

Mike - Client who recently purchased a home and wants to personalize it

Pete - Serious client who is ready to have plans drawn and start construction

Tom - People who like to vacation, drink wine, play golf at a world class golf course - ClearHeartGrove Cabin

Denise - People who have emotional as well as physical pain, esp. pregnancy loss

Jeff - Someone who has money that they want to grow, manage and protect

Will - Business Owner who needs help managing their employees and benefits