Graceful Compass
The Peace of Mind Planning Kit
My free signature resource for seniors and their families - everything organized and ready before a crisis forces the conversation.
Tab 1 Personal Profile and Emergency Contacts
Tab 2 Important Documents Checklist
Tab 3 Medical and Health Summary
Tab 4 Housing and Transition Options
The Peace of Mind Planning Kit is the first thing I give every family I work with. It helps seniors and their loved ones organize everything that matters — before a hospital stay, before a crisis, before the hard conversations become urgent. Having this kit ready gives your family clarity, reduces stress, and ensures nothing falls through the cracks when it matters most.
Tab 5 Financial and Benefits Summary
Tab 6 Palm Beach County Resource Directory
Tab 7 My Wishes and Legacy
Tab 8 Notes and Next Steps
01
You are a senior who wants to get organized and prepared.
This Kit Is For You If...
02
You are an adult child trying to help an aging parent get their affairs in order.
03
You are a professional who wants to provide this resource to the families you serve.
Request Your Free Planning Kit
Fill out the form below and I will personally send you the kit.
The Peace of Mind Planning Kit is provided free of charge as a service to seniors and families in Palm Beach, Martin, St. Lucie and Indian River Counties. No obligation. No sales pitch. Just helpful information.
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