“Clearly well versed in the topics and it was apparent she (Millie) wanted to care for our need above selling a product for her own income. The product is tension filled…… It is spending a lot of money annually with no guarantee we would use it, so the coaching we sought to help us through the complexities proved useful.”
What would you tell a friend or colleague about your experience?
“I would remind them the goal is to wrestle with risk and to bear in mind the ultimate goal is not to be a financial burden on our children by being reluctant buyers.”