TESTIMONIALS

The Mom:  I am disorganized but I also keep everything.  Working with Susan forced me to find all the things I had “somewhere”.  She helped me organize them in a way that would logical and easily retrievable.  Susan’s good humor, her lists, and her regular check ins kept us on task while making it fun.

The Daughter: I was so happy when my mom told me about Susan’s new business. Mom and I worked together – the ideal situation.  With Susan, we were able to put everything in its place so that now I can find it. We did this way before necessary, knowing it would be SO much easier when it does become necessary.

Pam M. and Gillian P. 

I will forever be grateful to Susan and her Peace of Mind Planner!

She made it so easy to organize and capture important data and papers for my personal and business financial matters.  My heirs will also appreciate having all the information in a single place.

After my experience, I’ve recommended the Susan and the Peace of Mind Planner to my mother and other friends.

I love Susan and the Peace of Mind Planner and I rest easy knowing that all my information is strictly confidential.

Lynn W. 

After an unexpected death in the family, I realized I wanted to have all my information organized so that my loved ones wouldn’t have to search for important pieces of information and documents in the event of a serious medical event or death. Working with Susan to create my Peace of Mind Planner was a breeze. Now all of my information is conveniently organized and I feel better knowing my loved ones will know exactly where everything is and what my wishes are. There are a lot of planners out there that are pre-printed with prompts for information but the Peace of Mind Planner is specific to me and allows me to add in the specifics that are unique to my family’s needs. I highly recommend Susan and the Peace of Mind Planner. 

R. Sisk

Having been through the settling of Mark’s parents’ estate, we know that it is a blessing to loved ones to provide the gift of a well-organized final plan. While Mark and I knew what we needed to pull together, we just never “got around to it”. The beauty of Susan’s templates and process are that they prompted us to gather all the documents and then think about our specific wishes.  These are the types of questions that we avoid asking ourselves because it is hard to confront mortality: cremation or burial? Funeral or memorial service? Writing my own obituary was quite an exercise!

Having been a financial planner, Susan is the consummate professional and I felt completely comfortable that our most private documents and wishes would be kept in confidence.

Shelley and Mark M.