LIFE ADMIN SERVICES

Task-focused 1:1 sessions tackling life admin

Face life admin with a knowledgeable partner. Available to all, our sessions are tailor-made for individuals and couples nearing or in retirement.

Flat-fee packs focused on specific goals.

Instead of counting hours and sessions, we let you focus on getting things done.

See hourly options
Reducing life admin time

Password manager setup

Conquer the work of putting your passwords in a password manager and earn the long-term time savings and security of using one.

Personal finance

Preparing to talk with a financial advisor

Many people know that they need financial advice, but they either don't know what kind of advisor to use, or they go into a relationship with an advisor not knowing how to manage the time. This life admin pack can help you prepare.

Personal finance

Building a financial account tracker

Let's find all your accounts and policies and create a tracker to help you manage and get help from financial experts

Personal finance

Move your bank accounts safely

Moving banks can be a tedious headache. Resetting your transactions and moving money requires patience. We'll guide you with smart tips as you do it.

Personal finance

Identifying your goals to use with financial services/apps

Clear and documented goals are a critical input for getting financial advice. Before you spend money with licensed experts or smart financial apps, we'll help you thoughtfully identify and document your financial goals.

Spending reduction

Keeping monthly subscriptions under control

Find and cancel extra subscriptions and set up a better system for trialing and canceling subscriptions

Reducing life admin time

Set up healthcare alerts and scheduling

Between finding care providers, getting scheduled, and handling follow-ups, managing healthcare can be a lot of work. We'll can help you put into practice a way of scheduling more reliably.

Spending reduction

Configure and reduce your cloud storage

Remove the redundancy of paying for Google Drive, iCloud Drive, Microsoft OneDrive, and others.

Or get organized with a life admin starter pack

Starter pack

Starting a family

When your family is growing, the life admin usually is too. Set up good, healthy practices that will save you time and energy for enjoying this special time of life.

Starter pack

Pre-retirement kickoff

As you approach the time to retire, there's a lot to consider: social security, medicare, leaving work, preparing your retirement accounts, and setting up income streams. Start to feel empowered to tackle it all with this pack.

Starter pack

Just moved

From resetting addresses across all your profiles to just getting the household in order, moving is always hard work. We'll get things cleaned up together in this kickstart pack.

Starter pack

Newly partnered

Whether you're just married or just moved in together, any two people who'll managing their lives together have a lot of work to do. I'll help you get started or troubleshoot existing challenges.

Starter packs are 2 one-hour sessions where we tackle your initial key challenges and identify any follow-up goals.

Frequently asked questions

Have questions? We've got answers.

Will you need access to my financial information?

Will I be pitched any products during sessions?

Do you offer initial consultations?

What should I expect from a 1:1 session

Are 1:1 sessions secure and confidential?

How do you keep my information safe?

How does Wayshaping make money?

Why would I purchase a 1:1 session?

How does Wayshaping work with other services?

Explore all service packs

Get organized with a life admin starter pack

Goals

Building a financial account tracker

Let's find all your accounts and policies and create a tracker to help you manage and get help from financial experts

Goals

Move your bank accounts safely

Moving banks can be a tedious headache. Resetting your transactions and moving money requires patience. We'll guide you with smart tips as you do it.

Goals

Identifying your goals to use with financial services/apps

Clear and documented goals are a critical input for getting financial advice. Before you spend money with licensed experts or smart financial apps, we'll help you thoughtfully identify and document your financial goals.

Goals

Keeping monthly subscriptions under control

Find and cancel extra subscriptions and set up a better system for trialing and canceling subscriptions

Goals

Set up healthcare alerts and scheduling

Between finding care providers, getting scheduled, and handling follow-ups, managing healthcare can be a lot of work. We'll can help you put into practice a way of scheduling more reliably.

Goals

Configure and reduce your cloud storage

Remove the redundancy of paying for Google Drive, iCloud Drive, Microsoft OneDrive, and others.

Goals

Prepare a digital footprint will

Prepare a way to pass on your digital accounts and passwords for your loved ones.

Goals

Setting up a tax plan calendar and alerts

Accountants are great at tax time, but they don't always help you follow-up with all the tax moves they tell you to make throughout the year. From IRA contributions to updating your withholding, put the key tax moves on the calendar and set up reminders for yourself.

👋 Let's talk

Ask me anything! Use this form to get in touch with Wayshaping founder Jamie Cartwright, or feel free to send an email: jamie@wayshaping.com

You can expect a response within 24 hours on a normal week. Check on upcoming time off for delays below.

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UPCOMING TIME OUT

  • Christmas Holiday
    • 12.24.2024
       - 
      12.29.2024

CONTACT INFORMATION

  • jamie@wayshaping.com
  • 317.441.3514
  • P.O. Box, Philadelphia, PA, 19103

Wayshaping

1:1 Life Admin Sessions

Conquer procrastination with a life admin session

Face your life admin with a knowledgeable partner.
Together in a 1:1 session, we'll get more done, building your confidence.

Not sure? Scroll to the FAQ

Get organized with a life admin starter pack

Starter Pack

Newly partnered

Whether you're just married or just moved in together, any two people who'll managing their lives together have a lot of work to do. I'll help you get started or troubleshoot existing challenges.
Starter Pack

Start-of-Career Kickoff

That first job opens up a whole lot of admin: benefits, paychecks, taxes, new home, and more. Set yourself up with healthy, lifelong admin practices with this kickoff pack.
Starter Pack

Pre-retirement kickoff

As you approach the time to retire, there's a lot to consider: social security, medicare, leaving work, preparing your retirement accounts, and setting up income streams. Start to feel empowered to tackle it all with this pack.
Starter Pack

20-40s Life Admin Cleanup

Doing life admin solo can be discouraging, and most of us end up procrastinating. Get on track with this all-around starter pack.
Starter Pack

Just moved

From resetting addresses across all your profiles to just getting the household in order, moving is always hard work. We'll get things cleaned up together in this kickstart pack.
Starter Pack

Starting a family

When your family is growing, the life admin usually is too. Set up good, healthy practices that will save you time and energy for enjoying this special time of life.

Choose a specific goal to tackle with Wayshaping

Get a flat price to achieve a specific goal, including as many sessions as needed to accomplish the task.

Goals

Password manager setup

Goals

Preparing to talk with a financial advisor

Goals

Building a financial account tracker

Goals

Move your bank accounts safely

Goals

Identifying your goals to use with financial services/apps

Goals

Keeping monthly subscriptions under control

Goals

Set up healthcare alerts and scheduling

Goals

Configure and reduce your cloud storage

Goals

Prepare a digital footprint will

Goals

Setting up a tax plan calendar and alerts

Goals

Separating life admin and small biz admin

Frequently Asked Questions

All the answers to your questions about service sessions.

Will you need access to my financial information?

Will I be pitched any products during sessions?

Do you offer initial consultations?

What should I expect from a 1:1 session

Are 1:1 sessions secure and confidential?

How do you keep my information safe?

How does Wayshaping make money?

Why would I purchase a 1:1 session?

How does Wayshaping work with other services?