Get your parent's most important information out of their head - and into one simple system you can actually use.
One organized place with everything that matters - medical, legal, financial, even who has the spare key - ready in seconds when you need it.
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Imagine this:
Something happens with your parent.
Instead of spending the first 48 hours digging through drawers, calling siblings, or guessing passwords...
You open one system. And every answer is right there.
Legal papers. Medical details. Financial accounts. Passwords.
That's the power of the Peace of Mind Plan™ (POM Plan™) - a guided, fill as you go digital system that makes sure you're never left searching or wishing you'd asked sooner.
Without a plan in place, most families are left with:
A locked laptop with no password
Stacks of bills with no record of what's been paid
A box of papers that only leads to more questions
The POM Plan™ makes sure you're ready before you need to be.
It's not always the big things that cause the most stress, it's the missing details:
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What the logins are
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Which bills are on auto-pay
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Where the insurance card is
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The name of your parent's doctor
The POM Plan™ makes sure those details - and the major documents - are captured in one simple place.
So when life happens, you're not left piecing things together. You already have what you need.
What you’ll get inside the POM Plan™
12 essential sections covering everything your family will actually need:
✅ Organize legal documents like power of attorney, wills, and trusts
✅ Record medical info including providers, medications, and history
✅ List financial accounts, insurance, and key passwords
✅ Track digital life like email accounts, devices, subscriptions, and social media
✅ Capture home & property details like service providers, security info, and where things are stored
✅ Document pet care info in case someone else needs to step in
✅ Share final wishes like memorial plans and letters to loved ones
✅ Create a “What’s Stored Where” guide for easy reference
✅ Outline your digital legacy and how to access it
✅ Add trusted contacts and who handles what
✅ List assets like retirement accounts, loans, or real estate
✅ Jot down daily routines or details most people never think to mention
This isn't just big picture planning. It's also the everyday things no one thinks to ask about until they have to.
Hi, I'm Christen Bergeron
Nice to meet you
I spent 25 years on the inside of senior living, holding leadership positions at two of the industry’s top companies. Over and over, I saw families struggling, searching for answers, and spending hours chasing down information no one had prepared them for.
I knew I could make a bigger impact by stepping away from the corporate side to support families directly. Now my work is about giving you the same insider knowledge I used to share behind the scenes - the kind that actually helps you save time, money, and stress.
One of the most common challenges I saw was families losing hours, sometimes days, trying to track down scattered documents, passwords, medical, and financial info right when they needed it the most.
That's why I created the POM Plan™. It's a guided, fill as you go system that pulls everything together in one place, so when life happens, you're not left wasting time searching. You open one file, and it's all there.
Why families choose the POM Plan™
Most families don’t realize what’s missing until they’re in the middle of it. A hospital call. A sudden bill. A question no one knows how to answer.
The POM Plan™ helps you stay one step ahead.
• So you’re not piecing things together under stress.
• So your siblings aren’t left guessing or arguing.
• So your parent’s wishes are known - and respected.
Your future self will thank you.
Worried this will take too long?
• Take it section by section, easy to add to over time
• Print a copy to keep somewhere safe
• Share a digital version with people you trust
• Update it anytime without starting over
➡️ Important: Your information stays private. The POM Plan™ is a fillable PDF, not an online system. That means nothing is stored on a server, and I never see your details. You choose where you save it, who you share it with, and how you keep it safe.
This is a digital product and is non-refundable. By purchasing, you agree to the terms of use and understand this product is for personal use only and may not be copied or distributed.
