Let's create your PEACE OF MIND PLANNER
Together, we'll get your affairs in order
The Peace of Mind Planner Service is:
The end product will be a comprehensive guide to all the information your designated person would need to settle your affairs if you pass away or manage your affairs if you are incapacitated.
Your Peace of Mind Planner will be in a form that works best for you--
binder, thumb drive, extra binder for your designated person. The final product will be customized to you.
Susan Dykstra has been a finance professional for over 35 years since graduating from the Stanford Graduate School of Business. She has worked for investment banks, venture capital firms, corporations and non-profits, as a principal, a partner and a Chief Financial Officer. But when she worked for a financial planning firm, she learned that she loved helping people organize their financial, estate planning and tax information. Most people don't love financial organizing and therefore put off the important task of organizing their information. Let Susan help you create your Peace of Mind Planner and give you and your designated person Peace of Mind.