Planning ahead, while there’s still time
You’ve been meaning to.
The will’s older than your grandkids. The passwords live in your head. There’s a folder with some of it, somewhere, and a list you started one January and haven’t looked at since.
You’ve spent a lifetime taking care of the people you love. Planning is one more way to do it: a wish written down, an account labeled, a conversation had now instead of guessed at later. Handled well, it’s peace of mind for everyone, and it’s freedom for you, starting today.
I sit with you through it, so it feels like what it actually is: an act of love.
Signature service
Peace of Mind Planning
We sit down together and make the decisions. So your family is never left guessing.
Imagine that the people you love could find what they needed, who to call, where things are, what you wanted, without searching through filing cabinets, email accounts and that drawer where important papers apparently go to disappear. Instead of reconstructing your decisions while they’re already worried or grieving, they could just follow the plan you left them. That’s what we’re creating here.
You may already have a will, probably, somewhere. There are accounts your spouse knows about and others they don’t, one of you handles the insurance, the other knows the banking. None of this is unusual. But the people who will eventually need this information probably have no idea how much you know, because you’re the person who’s always known it.
This isn’t me handing you a checklist and wishing you luck. I help you work through the decisions you’ve been putting off, the ones you weren’t sure how to make, who to involve, or where to even begin, so your people never have to piece it together on their own. Having someone steady beside you while you do this changes everything.
What we work through together
- Your wishes, for your care and after you’re gone
- The decisions you’ve been putting off
- The important information your family would need
- What needs to be organized, updated or found
- Who needs to know what, and when
- What needs to go to a lawyer, accountant, financial professional or healthcare provider
When we’re finished
- The decisions are actually made
- The important information is organized and easy to find
- Your spouse isn’t discovering an account they didn’t know existed
- Your kids aren’t debating what you would have wanted
- Your executor isn’t searching through six years of email looking for an insurance policy
- You’re no longer carrying around that quiet little weight that says, “I really should deal with this”
How it works
We start exactly where you are. No cleaning up the paperwork before I arrive, no homework so you can be “ready” to get ready. We figure out what you have, what’s missing and what matters most.
We work through it. The decisions. The documents. The accounts. The digital life. The wishes. The things you’ve been meaning to talk about. One piece at a time.
We finish the system, so it’s organized, understandable and somewhere the right people can actually find it. You sleep easier that night, knowing it’s handled.
You may be wondering
What do I need to prepare?
Nothing. Just show up, you don’t need to arrive organized or already know the answers. That’s part of what you’re paying for.
Can my spouse or partner join?
Yes. This is priced per household, so if you’re a couple, you plan together at no extra cost. And if one of you knows where everything is while the other smiles and says, “I’m sure it’s somewhere,” this may be particularly useful.
Is this legal, financial or medical advice?
No, this is organizing and planning. Anything for your lawyer, accountant, financial professional or healthcare provider gets clearly flagged, so you know what to take to them. And what we handle together stays between us.
What happens after the sessions end?
You have direct email access between our sessions and for seven days after our final session. If you think of something between our time together or in that week after we’re done, reach out. Once a year, I’ll check in with you to make sure everything still fits with where your life is now. If something changes after your package is complete, additional sessions are available at $150 CAD for 60 minutes.
Why now, and why with you?
Because right now, nothing is urgent. And that’s exactly what makes it a good time to do this: you can make thoughtful decisions while things are calm, rather than trying to figure everything out in the middle of a crisis.
Most people know this stuff matters and still don’t get around to it. It’s not that they don’t care, it’s because there’s a lot to think about, a lot to decide, and no obvious place to start.
That’s where I come in. I’m an adult educator by background, which means I’m good at taking complicated, overwhelming things, breaking them down into manageable pieces, and helping people actually move through the things they’ve been putting off.
This is going to be like sitting at your kitchen table with an empathetic friend and accountability partner who’ll keep reassuring you that you don’t need to arrive organized or already know what you need to do. You just need to start.
$695Three 90-minute sessions · Payment plan available
Book Peace of Mind Planning →Best for: I’m ready to make some decisions, get everything organized and have someone in it with me from start to finish.
Other ways to plan.
A lighter start, or a slower pace with something meaningful to leave behind.
Clarity Session
Sometimes there’s just one thing you need to figure out.
Maybe there’s one decision that’s been sitting in the back of your mind. A conversation you need to have with your spouse or your kids. A question about your wishes. A change in your health or your parents’ health that’s shifted what everyone needs. A transition you’re approaching and aren’t quite sure how to prepare for.
Or maybe you’ve mostly got things handled and want to sit with someone who understands this work, so you can think it through before you decide what comes next. This session gets to be whatever you need it to be.
We sit down for 90 minutes. You bring the thing that’s weighing on you, and I bring presence and perspective. Together, we’ll get clear on what’s actually happening, separate what needs attention now from what can wait, identify the gaps and decisions, and figure out what might actually help.
I’ve spent years sitting with people through the hard conversations and practical pieces that feel stuck. I know what resources might help, and what questions to ask so you can see your situation more clearly.
After our session, I’ll send you a personalized summary of what we talked about, along with conversation starters, templates, tools and resources that may be supportive as you work through what’s in front of you.
$195 · one 90-minute session
Book Your Clarity Session →Best for: I have one specific thing I need help figuring out, or I just want to talk things through with someone.
The Life & Legacy Project
Because a life is more than the paperwork it leaves behind.
Peace of Mind Planning makes the decisions and gets everything organized. The Life & Legacy Project does that too. And then we make sure something of you gets left behind as well. Getting the practical pieces handled is one kind of gift, leaving your voice, your stories, your values and the things only you know is another.
There are stories in your family that exist because you still remember them: the recipe you make without measuring anything, what your grandfather always used to say, the ridiculous thing that happened on your honeymoon that somehow gets funnier every year. What you were like before your children knew you. What becoming a parent taught you. The things you got wrong, and the things you know now that you wish you’d known at 25.
What’s included?
Full household planning plus one primary legacy project, over six 90-minute sessions. A shared project for a couple can be created together, separate individual legacy projects are additional scope. Some of the work happens between our sessions, not just while we’re sitting together.
How does it work?
First, we take care of the practical pieces, the full planning included in Peace of Mind Planning. Then we turn toward something no form can capture, your life. Through guided conversation, we explore the stories, people, traditions, values, lessons and memories you want to preserve.
How much creative freedom do I have?
This is genuinely one of my favourite parts of the work. You don’t need to walk in knowing what your legacy project should be, I’ll bring ideas, examples and prompts based on who you are, your family, your history and what you want to leave behind.
What could my legacy project actually be?
A personal or family book, letters to the people who matter to you, a recorded message or life story, a photo or memory project, an ethical will, funeral or celebration materials, meaningful keepsakes, family traditions or rituals gathered and written down, or something entirely your own.
What happens after?
You’ll have email support between sessions, plus seven days of direct email support after each session. Once a year, I’ll send you a reminder to revisit your planning and make sure it still reflects your life and wishes. If something changes after your package is complete, additional sessions are available at a reduced rate.
Your executor needs to know where the insurance policy is. Your granddaughter might one day want to know what you were like at 22. One helps the people you love know what to do. The other helps them remember who you were. Both matter. And both are ways of taking care of the people you leave behind.
$1,495 · six 90-minute sessions · payment plan available
Book The Life & Legacy Project →Best for: I want the practical pieces handled, and I want to leave something personal and meaningful for the people I love.
Still not sure where to start?
Start with a free conversation. Thirty minutes. Nothing to prepare. You don’t need to have anything figured out beforehand. We’ll talk about what’s on your mind, where things stand now, and what would be most supportive for you.
Prices are in Canadian dollars and subject to HST. Payment plans are available. Services are available in person across Prince Edward Island, or by Zoom throughout Canada and the United States.
If you’d rather start on your own, there’s the free Readiness Review and our planning and organizational tool for $49: The Before Kit.