THUR 07/01/26

 THUR 07/01/26

• cleaned bath and vacuumed, mopped housewide floors

• Inputted all new Quickbooks invoices/payments/bills/checks/deposit

• 3 HOURS on TOMMY personal legal/attorney matters

• 3 hours researching TOMMY recent investment product interest/phone call with bank representative/email with bank rep

• Directly assisted TOMMY with funds transfer from personal brokerage to new investment bank; printed/archived all related hard copy data

• Discussion with TOMMY of creating a dedicated file folder for only his fiscal instruments where important, easy to understand data around maturity dates, grace periods,  etc. could be easily reviewed by him at any point

• JOEL plans to began sealing ALL of Westmont home external window frames with newly acquired sealant clay

• JOEL verbal discussion with TOMMY acct about single CC account. Logged on to CC account owner portal, paid outstanding balance and printed/archived digital payment confirmation; noted TOMMY/ACCT instruction to not close CC if still open

• Ordered multiple office products (paper/labels/file folder) via AMZ and HTIRE AMEX; printed and inputted all expenses