Appreciation for “Before I Go”

We just received a letter from a long-time client thanking me for sending him “Before I Go.”

He mentioned that while he had organized a lot of the information his family would need in a three-ring binder, there were a number of items that he had overlooked.  The Before I Go Workbook helped him to, as he put it “… fill in the holes in our financial planning.”

Tagged ,
%d bloggers like this: