7-page booklet is a valuable "leave-behind" after you have introduced the Purposeful Planning System to a client, donor or fellow associate.
Describes the 70% estate failure rate, illustrates the Purposeful Planning Pyramid which includes Client and Family Retreats, Design & Implementation and Family Building and Leadership.
It also touches on The Three Great Money Myths and illustrates The Family Money Tree.
Check out Money, Fulfillment and Me and The West Virginia Miner's Story to complete the 3 part vignette series!
Click here to learn more about Barbara Culver!
Barbara Culver, CFP, Resonate, Inc.
http://www.resonatecompanies.com
bculver@resonatecompanies.com
