Despite my stiff letter Monday evening, S____ and G____ responded well and Sarita and I have decided to go forward with the first level, diagnostic and goal-clarifying services. (See also this additional goal-clarifying service. It wasn’t available in quite this form when we went through the program in February 2007, but it gives you a good idea of the kind of clarity one might hope to acquire. –JAH, 5/5/08)
As G____ explained, we are under no obligation to keep going forward with additional or subsequent services if we are unhappy with the results of the first round.
(My problem–and I stated this clearly: I don’t see the value of the diagnostic if we aren’t going to move forward toward actually planning something! –Still, G___ said, we should feel no pressure.)
So, under those terms, we have agreed to move forward.
G___ will be our legacy planner . . . with the aid of T___, whom he mentioned in our first meeting.
| 3.2 |
Welcome, visitor!
If you find my posts interesting, I invite you to sign up, at the top of the column to the right, to receive emails whenever I publish a new article.
Be assured I hate spam as much as anyone, I will hold your information in strictest confidence, and, of course, I always include a means for unsubscribing whenever you want.
Thanks for visiting!
Sincerely,
John Holzmann
Related posts
-->Technorati Tags: diagnostics, goals clarification, legacy planning process
(No Ratings Yet)
Loading ...
| 
Email This Post
| 
Print This Post
| 
Subscribe to It!
This entry was posted
on Saturday, February 24th, 2007 at 3:18 pm and is filed under estate planning, legacy planning.
You can follow any responses to this entry through the RSS 2.0 feed.
You can leave a response, or trackback from your own site.
No comments yet.