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Meet Kerri Moriarty of

Today we’d like to introduce you to Kerri Moriarty.

Thanks for sharing your story with us Kerri. So, let’s start at the beginning and we can move on from there.
I spent the last five years on the founding team of a financial technology startup in Boston, and over the same period I was working behind the scenes to help my husband grow his real estate business. In addition to a busy work life, it also felt like my personal life was moving at a 100 mph; I was engaged, then planning a wedding, then married, running a style blog, we bought a house, we started renovating, I was being a bridesmaid, planning a baby shower – oh, and we also moved four times – all of this in just a couple of years!

All along the way, I was learning how to do things – both professionally and personally – most efficiently and to get the optimal return, but without breaking the bank. As life started to slow down just a tiny bit at the start of 2018, I had a strong desire to step into my next entrepreneurial endeavor and was born. The startup had grown from four people with an idea to 50+ employees and millions of dollars in funding, and I realized I could use my experience there and from the large corporations I had worked for to help small business owners optimize their business in the same way.

I had a learned a lot from working with my husband’s real estate company, but also learned a lot from working with the vendors involved with my wedding. Being a very type-A, analytically minded human myself, I was especially inspired by the creative entrepreneurs I was working with, like our videographer and photographer. While their creative talent is the backbone of their business, my talent is my ability to streamline their workload and implement systems and processes that directly allow them to achieve their goals. The mundane and complex business management tasks that they dread dealing with are exactly where I like to spend my time – and I realized there was a huge need in the industry that my services could solve for.

I’ve learned that with a little bit of organization and planning, you can build a business and design a lifestyle, and find balance between the two. My desire to help others do the same is what led me here – and it’s an honor to be able to do this and call it my full-time job!

Has it been a smooth road?
I’m not sure enough time has passed for me to be able to fairly answer that yet. I don’t think it’s black and white, it’s definitely grey. Some days I feel so confident and sure of the business I am building, other days I am worried and questioning every choice I’ve made in life over the last 30 years.

I am fortunate in that I was able to get started and test out my ideas for services on a few entrepreneurs in my existing network, and from there I’ve been lucky that referrals started coming in. I think any new business is always worrying about where their next client will come from, but that’s par for the course.

It was a huge adjustment for me to transition from the hustle and bustle of startup life to working from home full-time with an empty inbox. I was used to feeling like there weren’t enough hours in the day, and suddenly I had so much time to fill that I wasn’t sure if I was being productive enough or if my business was sustainable. Luckily, I acclimated and got used to my new schedule, made a plan and filled my time, and before long I had enough new business to keep me more than busy. It also helped a lot that I redecorated my home office and turned into a place I really never want to leave!

So, as you know, we’re impressed with – tell our readers more, for example what you’re most proud of as a company and what sets you apart from others.
I provide specialized services that enable primarily entrepreneurs, but also individuals, to crush the daily “to-do” list while simultaneously enjoying the lifestyle of their own design. What does that really mean? It truly depends on the client. I work with entrepreneurs to grow their businesses and achieve new levels of success, as defined by his or her goals and objectives. For many small businesses owners, a huge part of their success is finding some balance in the lifestyle they are seeking to achieve; like being home full-time to raise young children or being able to work remote and travel for a part of the year. For individuals, I am there to help with lifestyle design, which could be helping to navigate through a life stage decision, like buying a house or combining finances with a partner or developing a system to accomplish the million things on your mind, urgent and long-term that just never seem to get done.

I often say that my obsession with lifestyle and business IS my lifestyle and business. I am known for living my best life when I have a tall, fresh ice coffee and huge to-do list. I specialize in digging into an existing business and creating systems and processes to help it run more efficiently and to grow organically.

I assist entrepreneurs with everything from marketing and branding, to acquisition and growth, to revenue expansion, organization/time management and a lot of other things in between. For lifestyle clients, I aid in event planning, personal finance, estate planning, organization/time management, and personal goal development. What I love about this business is that my services are uniquely tailored to each individual client, which keeps every day exciting.

I think what sets me apart from others is my personality and my results. Professionally, my expertise is in entrepreneurship, financial services, and technology. Personally, my expertise lies in being the most organized, efficient, trendy and modern human I can be. I’m also proficient in sarcasm, which has served me well in both domains. My clients will attest to the value I bring to them, and I am fortunate to have larger company experience to showcase my skillset and what I am able to achieve.

I am most proud of the fact that I was able to start in the first place. I absolutely love being able to work for myself and the flexibility that comes along with that. I am proud that I have been able to help my clients break personal records and experience tangible return, even in a short period of time.

Let’s touch on your thoughts about our city – what do you like the most and least?
I love Boston! I grew up on Cape Cod so Boston has always been my hometown city. I love the people here, I love our culture, and I love the pride that Bostonians have for their city. It surprises people, but I don’t consider myself to be a city person, I’m more of a suburban homebody type for sure, but I think Boston is the perfect manageable size. Every time I visit gigantic New York City I am yearning for the coziness of Boston, it’s just big enough to feel like a city without feeling like a totally different planet.

While I understand it, I think what I like least about Boston are real estate prices! I know that’s a betrayal to my real estate broker husband, but it’s a tough life trying to find a place to live that furniture can fit in that doesn’t come with a mortgage you won’t pay off until you’re 118 years old. Coming from someone who lived for a year in an expensive rental with windows that were sealed shut, moving out to the suburbs had some real appeal!

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Image Credit:
Maggie Jill Photography, Justine Yandle Photography

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