My commitment to you in this community is to help you to better work with your clients so they make positive financial decisions and get the best possible results for themselves, and for you, too.

Each time you ask me about a client, I want to follow the same format so you can ask a question and get the most relevant answer I can give you for your case. 

Please ensure you answer all the questions below and I'll post a written or video answer for you in the community within 2 business days.