Peace of Mind Planning: Build Your Financial System

A hands-on workshop to create structure, clarity, and confidence around your financial life.

You know you “should” get your financial life in order, but it often feels overwhelming. Where do you start? What really matters? And how do you make progress without getting stuck in the details?

In this practical and supportive workshop, you’ll begin setting up your simple, personalized system using a guided binder to organize key information, documents, and decisions. Whether you’re planning ahead, navigating a transition, or simply tired of avoiding the paperwork, this workshop helps you take meaningful action—without legal jargon, judgment, or pressure.

You’ll walk away with:

• A binder system designed to keep everything organized in one place
• A clear framework to help you understand what needs to be addressed
• An action plan to help you focus on your next best steps
• Tools and strategies that build confidence and reduce overwhelm

This isn’t about getting everything done in one day—it’s about starting with clarity, building structure, and creating a system you can grow into. Whether you live alone, have a family, or are somewhere in between, this class gives you the peace of mind that comes from knowing you’re finally taking care of what matters most.