PEACE OF MIND FINANCIAL PLANNING, INC

Overview

Peace Of Mind Financial Planning, Inc. is an independent SEC-registered advisory firm formed to serve individuals and families with a planning-first approach. The firm focuses on fee-for-service financial planning and portfolio management for individual and small-business clients, operating primarily on hourly and fixed-fee arrangements. Its advisory model is largely non‑discretionary: clients retain final trading authority and the firm provides guidance and portfolio recommendations rather than acting as a delegated capital allocator. Investment activity centers on pooled public funds and mutual funds as the core building blocks for client portfolios. The firm is not positioned as an active ESG investor and does not act as a multi‑state or institutional pension consultant. Given the fee model and client base, the emphasis is on aligning portfolios to client goals through third‑party vehicles and structured products rather than running internal proprietary strategies.

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