We help you prepare for life and care for those you love with confidence and financial knowledge.
Do you and your loved ones know exactly where your financial information is when you need it?
Are you prepared to gather your important documents quickly in case of an emergency or natural disaster?
It takes the average person more than 12 hours to gather all of their financial and other important documents.
We help clients understand and organize their critical documents before an event occurs.
Having your essential financial information organized in one place is key to being prepared
for many of life’s adventures - establishing a trust, purchasing a house, or preparing for new life stages.
At Peace of Minder we offer personalized consultations to help you organize life’s most important documents.
Our experienced consultants will help you organize in preparation for a trust and estate meeting, a life event such as a home purchase, or assistance for aging family members. We work in-person or remotely to make the process as comfortable and efficient as possible. Our mission is to help as many individuals as possible achieve a sense of peace through thorough financial knowledge and organization.
At the end of our session, everything you need will be located in one place. You will be able to access it quickly and easily going forward. You will also be able to share this information with friends or family in case of an emergency. Our process brings peace of mind and can eliminate hours of frustration.
What Makes
Peace of Minder Different
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We are not aware of anyone else offering this unique and important service in the same way.
Here's what else makes us stand out:
Strategic Passion.
Our founder spent 20 years in the personal finance industry. During that time, she noticed that most clients had outstanding questions they were afraid to ask. Some would call back after meetings or return days later. Over time, this business was designed to serve this unanswered client need while empowering individuals for their future.
Individual Focus.
Understanding the specific needs of our clients, their families and their life situations is at the core of our service. Prioritizing individual client needs ensures that every minute of our time together serves a purpose.
Dedicated to Success.
We are committed to increasing financial knowledge and confidence in our communities. Someone is always available to answer questions before, during and after our session.
Trustworthiness.
Financial information can be intimidating and overwhelming. Our employees have extensive experience working with clients in sensitive situations both in finance and in health care. We respect the privacy of everyone we serve and work patiently to ensure questions are answered.
Behind the Scenes Experience.
Our staff members have been on both the client side of financial planning and the institutional side. As a result, our work is efficient and effective. When we need to work with larger financial institutions to obtain information, we understand what information is needed and why.
Hi, I’m Julie.
I have over 20 years of experience working in the personal finance and health care industries. I believe everyone should be empowered and prepared in life. This includes understanding and having quick access to your financial information. Whether you are planning for an exciting new beginning, facing the challenge of an unexpected health crisis, or helping elderly loved ones, being prepared with one’s finances will bring peace of mind to you and those you care about. It is never too late to accomplish this no matter your age, profession or background knowledge!
Truly understanding one’s financial assets is the missing piece in many financial plans. I have made it my mission to help as many individuals as possible achieve a sense of peace through thorough financial knowledge and organization.
Please let me guide you and your loved ones through this important journey. It’s never too early to be prepared.
-Jesse S.
“Peace of Minder’s binder not only is a level of organization and thoroughness that we could never achieve on our own but also jump started a conversation with my mom that can be difficult to begin.”
- JB
“When my Dad passed there was nothing more important than finding comfort and guidance for our Mom. Thank you for giving her the peace of mind she needed.”
-Lauren D.
“If you are looking to finally organize your financial information and important documents, look no further than Peace of Minder. Since using their services my husband and I now have a single binder where we can access our most important information. It truly has brought so much peace of mind to know that we, or our family in an emergency, have everything organized and at our fingertips. We were so impressed with Peace of Minder we gifted their services to our parents. We wholeheartedly recommend Peace of Minder…you will be so happy with the outcome!”
