Peace of Mind Planner

The Peace of Mind Planner Service

What is the Peace of Mind Planner Service

A service which puts in one place all the information your family or executor ("designated person") would need if you were to pass away or become incapacitated and unable to manage your affairs.

Why Us?

The Peace of Mind Planner Service is:

Confidential and Secure
Comprehensive
Customized

Comprehensive

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.

Customized

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.

Confidential

Your information will not be shared with anyone
Your information will not be stored in the "cloud". It will be stored on a thumb drive at all times, which you will keep at the end of the process.

About The Founder

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.