“I really appreciated the time with Cindy. We had for too long processed privately all the potential scenarios related to our financial status and plans and would inevitably get stuck on this issue or that issue.

That would prompt more thinking and scenario running but it never would reach a satisfactory end. The guidance and work that Cindy afforded us resulted in tremendous POM (peace of mind) for which I/we are very grateful. If others find themselves in the same situation I strongly recommend a meeting with Cindy and her team”

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