Based on the very strong negative feedback from our kids and Sarita’s request, I called InKnowVision late Friday afternoon to see if they could suggest other facilitators besides G____.

Scott Hamilton, the president, promised to call me Saturday morning at 9 to discuss the matter. Well, he did call, and we spoke for an hour and 20 minutes. I was exceptionally impressed, first, that he would be willing to speak with me on a Saturday morning; second, that he would take as much time with me; and, third, the quality of his questions. Very deep, probing, insightful. Read the rest of this entry »

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So I met with our investment advisor and prospective legacy planner. I just wrote the following letter to these two men. I want them to know “where we’re coming from”:

Dear G___ & S____:

You’ve got to understand that Sarita often takes hours or days to mull things over. Today, it has taken only hours.

I think you need to know what she has said. Obviously, her comments impact me. I’d appreciate hearing your (either or both of your) responses.

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