This Thursday I am unveiling a whole new look for the Family Wealth Secrets e-newsletter.

I think you’re going to like it a lot!

I couldn’t wait until then though to tell you about the Priceless Conversation I had this weekend.

If you haven’t seen us in a while, you might not know what a Priceless Conversation is, so I’ll fill you in.

After we finalize your estate plan, we invite you in for a Priceless Conversation, during which we capture and record “who you are and what’s important to you.”

Sounds interesting, huh?

Well, I just did my interview about how I would want my kids raised if anything happened to me.

I feel so good knowing that if something did happen, my kids would know how I feel about them and the things I’d want to tell them when they are older, but wouldn’t be able to if I’m not here.

What I really love is that we can listen to it together on their 18th birthday and see how far we’ve come.

I can’t wait.

And, it helped me clarify the life lessons I want to pass on to them before they are so absorbed in their friends that they don’t want me around.

If you are a client and have not had your Priceless Conversation, we’ll be having one at your 3-year plan review.

If you’d like to do one before that, please call the office or email susan@martinneely.com

There’s no charge for clients.

See you Thursday with the whole new look!

Alexis

PS - we’re giving away a free Kids Protection Planning Kit worth $397 to every family who attends my workshop on Saturday, Sep. 15 to learn how to make sure their kids and loved ones would have as easy a time of it as possible if anything happened to them.

Register at www.helpmealexis.com for Saturday in Manhattan Beach, CA.

Look for an event near you at www.familywealthmatters.com for your local event.