Yipes! it’s been two months since S___ agreed to help us find a replacement legacy planner for G____.

S____ told us today that he has vetted seven planners and decided that none of them matched our needs. When he finally thought he had found one and brought us together with him for a final interview, frankly, all three of us–Sarita, S____, and I–were shocked at how the planner handled the interview. Read the rest of this entry »

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 »

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. Read the rest of this entry »

Our investment advisor has been pressing me for several months not only to do legacy planning, but to hire a professional advisor to help run us through a structured legacy planning process. Yesterday, during our regularly scheduled monthly performance review meeting, he “surprised” me a bit by inviting the legacy planner in to share just a bit about his approach.

Yipes! He wouldn’t say exactly what his fees are, but he gave me an idea. It’s a lot of money. Several thousand dollars to start. And then, I get the idea, more later. Read the rest of this entry »