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