“I attended the recent financial management seminar you taught in Palm Springs and I want to thank you again for the extra time you spent teaching us how to manage our personal finances. The whole seminar was of the best and most instructive I’ve attended. Unfortunately I can’t take advantage of the offer you made in class at this time, but the good news is my husband and I have started working on our estate planning and looking for a qualified certified estate planner. We’ve also discussed the conceptual meeting questionnaire and will be coming to you for help in the future.

Again, thank you for getting us jump started, and thinking about our future requirements and goals.”

With appreciation, Jose C.