You don’t need millions to protect what’s important. Whether you want to stay organized, reduce stress for others, or simply feel more in control of your future, this class introduces you to the key areas that deserve your attention.
You’ll explore simple, thoughtful ways to organize essential documents, communicate what truly matters, and begin creating a plan that works for you—even if you don’t see yourself as someone with a “legacy.”
This isn’t just about money. It’s about meaning.
And above all, it’s an act of self-care—for the future you, and for the people who may one day need to support you, whether that’s family, a friend, or a professional.
This class is for you—whether you live alone, share life with others, or are navigating change.
This session serves as an introduction to the Peace of Mind Planning workshop, where you’ll build on what you’ve started here and begin creating your personalized system.
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