About our Firm. Peace of Mind Financial Planning, Inc. (“POMFP,” “firm,” “we,” “our,” and “us”) became registered as investment advisor with the United States Securities and Exchange Commission as of September 30, 2021. From 2017 through 2021, we were registered as an investment advisor in the State of Colorado. Linda Y. Leitz, CFP®, EA, CDFA (“Linda”) and Danielle R. Parris-Exline (“Dani”), AFC®, CFP®, are the owners of the firm, and both serve as the firm’s investment advisor representatives and provide financial advice to clients (“client,” “you,” and “your”). Our sole offices are located in Colorado Springs, Colorado. POMFP and its associated persons do not sell insurance or investment products such as annuities, insurance, stocks, bonds, mutual funds, or any other commissioned products, and we are not affiliated with any entities that sell such products. No commissions, referral fees, or finder’s fees in any form are accepted. We are a “fee only” financial planning firm remunerated solely by the advisory fees paid to us by our clients. We believe this method of compensation best aligns with our fiduciary duty to you. We provide custom-tailored financial planning services and advice to individuals, families, and non-profit organizations. We consult on investments, long term financial goals such as retirement and education funding, tax planning, estate planning, cash flow and budgeting, insurance coverage and risk management, and record keeping. We prepare personal tax returns for the majority of our clients. Our typical clients have a net worth (assets minus debts) of between $500,000 and $5,000,000 and household incomes of $100,000 to $250,000. Some of our clients are in retirement or within 15 years of retirement. A number of our clients have experienced a divorce or the death of a spouse. Consulting on the financial issues surrounding divorce is an additional focus area for our firm. Prior to engaging our services, we offer an exploratory consultation to discuss the potential benefits and costs of financial planning to the client and to address any questions the client may have regarding our firm, our professional team, and our services or fees. Our services commence only upon the client’s execution of a written advisory agreement with POMFP. A detailed description of our services is found below. Our Services. Most clients who engage POMFP receive a robust suite of ongoing financial planning and non-discretionary asset management services. When you engage us for these services, we will consult with you at the inception of our relationship to learn about your financial goals, tolerance for risk, time horizon for investments, tax situation, future goals, income, expense, and cash flow expectations, and other factors, and document the same in our records. Based on our analysis of this information, and as further

informed by our subsequent periodic consultations with you, we will provide you with ongoing detailed financial planning and investment management advice that is uniquely tailored to your financial circumstances, investment objectives, and needs. We will review the status of your investments and update our financial planning recommendations to you on a periodic basis or at your specific request throughout the term of our relationship. You always maintain the sole and exclusive discretion to accept or reject any of our financial planning and investment recommendations. You will be required to grant us trading authority over your brokerage account held at an independent qualified custodian and we will only implement the investments we recommend to you within these accounts after we obtain your approval. We will monitor the status of your designated account(s) on an ongoing basis and we will recommend changes to your holdings as appropriate and as we believe to be in your best interests. Where our recommendations relate to assets held away from your designated account(s) (e.g., employer sponsored retirement accounts, education savings accounts, insurance products), you will be responsible for investment implementation and monitoring. The financial advice and recommendations provided as part of our services may include, without limitation, recommendations that you begin or revise certain investment programs; create or revise wills or trusts; obtain or revise insurance coverage; commence or alter retirement savings; establish education savings or charitable giving programs; and/or purchase or sell certain specific securities. We may also recommend that you engage certain third party professionals (e.g., attorneys, accountants, insurance brokers, mortgage professionals) to implement some or all of our advice. You are never obligated to engage any third party we recommend and do so at your sole discretion and risk. We do not receive referral fees or any other form of remuneration when referring you to any third party professionals. We will only refer you to a third party for services when we believe the same to be in your best interests. Our financial recommendations under this service may take the form of written reports, summaries, checklists, financial plans, budgets, and/or other documents. We may also provide advice via in-person consultations, by telephone, tele-video conferencing, e-mail, or other means. Types of Investments. The types of investments we may recommend to clients are described below in Item 8 of this brochure. Wrap Fee Programs. We do not participate in, sponsor, or recommend any wrap fee programs to clients. Our Assets Under Management. As of December 31, 2023, we managed $0 of client assets on a discretionary basis and $115,313,714 of client assets on a non-discretionary basis.