Broker Check

What's Up At The WealthPlan - April 2023

April 19, 2023

Dear First Mates,

For this month's episode, I discuss:

1) New Legacy Planner service through

I can now guide clients in the creation of their own estate documents through my new partnership with the platform. This estate plan includes a will, power of attorney, health care proxy, and revocable trust. 

2) Invoice Email Clarification

There is no action on your part as all invoices were previously paid in full. This informational email is required by Florida state.  

3) Knudge

Many thanks to those using the tool. You should have recently received a new Knudge to schedule your Q2 tax meeting with me. 

4) Next Meeting - Q2 Tax Planning with Holistiplan

For this meeting, please send me a copy of your 2022 tax return by using this secure upload link.  

5) RPost Instructional Video

RPost is the tool I use for secure email encryption of client statements, tax forms, and Panoramix report packages. This video explains how to open an email with an attachment.