Thank you for visiting this site! You can contact me by clicking here, which will open an email to me directly. I will respond as quickly as I can.
Your questions or feedback are welcome, and if you are willing, I would appreciate a review in any of these ways:
- Email your comments, questions or feedback directly through this page
- A review when you complete any of my workshops/courses
- A review of the workbook here: One Last Act
Thank you!!
Note: I am considering adding information to the following topics for future editions of this book and you are welcome to weigh in on any of these ideas in your feedback:
- Providing a script for asking someone to be a Professional Executor
- Providing a draft letter to send to someone, asking them to be a Professional Executor (it could be downloaded from this site)
- Additional guidance around special populations such as ASD or eating disorders, i.e. any populations that would require a specialist
- Additional guidance for when you are primarily in-network with insurance companies
- Issues and information to consider if your client population is VIPs, celebrities, CEOs, or people in similar roles in life
- Adding a script for informing EHR vendors, professional liability insurance, or others
- Expand information on password management apps
- A process for completing tasks that are in progress such as an audit, disability or other evaluations
- Include contacts and considerations for any school, certification, or training programs that you are enrolled in
- Include contacts and considerations for any passive income or alternative income projects you are involved in
- Adapting Chapter 6 into a downloadable worksheet available here on the website, with a password similar to the professional will template