Looking to escape the heat for a few hours? The AC can pair nicely with a little shredding and filing. Use our handy checklist to help you determine what to keep and what to purge.
Do you have questions about your documents? Feel free to reach out – we’re here to guide you through the process.
Uplevel Wealth is a fee-only, fiduciary wealth management firm serving clients in Portland, OR, and virtually throughout the U.S.
