To deliver the highest value in each relationship I need to earn trust, build rhythm and deliver peace of mind for all parties involved. This is a complicated task built upon personal relationships built over time. Fewer contacts throughout a month require even more effort to ensure value is delivered, as contact frequency increases each month the time spent building trust through other means decreases. The more you trust me, the more I carry and the more value I deliver quietly in the background.

In-home Client Visits - spent in person with clients

16 hrs per week on average - varies by number of clients in each tier but between 13-18 hours per week

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Overview

Category Target Hours Notes
In-Home Client Visits 13-18 hrs Varies based on tier mix and individual client needs
Family Communication 3 hrs Calls, check-ins, planning updates
Admin & Documentation 4 hrs Summaries, checklists, reporting, internal notes
Planning & Goal Setting 2 hrs Client-specific and business-wide planning
Buffer / Flex 3 hrs Overflow, emergencies, or longer sessions
Total 25-30 hrs Targeted Cedar & Iron work time

Monthly Rhythm Map

Week of Month Key Actions Notes
Week 1 All-client environmental scans, summaries Peace tier visits start here
Week 2 Family communication touchpoints Includes wellness accountability
Week 3 Goal review and planning adjustments Check alignment by tier
Week 4 Preparedness check-ins, light resets Confirm next month’s cadence

Tier Load Summary

Tier Avg Visits/Month Time per Visit Monthly Time per Client Notes
Peace 1 1-1.5 hrs ~1.5 hrs Requires strongest clarity in report
Care 2-3 1.5-2 hrs ~4-5 hrs Involves deeper coaching and oversight
Legacy 4-5+ 2-2.5 hrs ~8-12 hrs Most emotionally and logistically dense

Key Constraints & Assumptions