Good Evening,

I want to take this time to thank you for placing yourself as the priority and continuing your journey of ensuring the following items are in place for your Financial Foundation:

1. Cashflow

2. Proper Protection

3. Debt Management

4. Emergency Fund

5. Investments

6. Estate

At first, this can seem like a daunting task. 

However, like my mom told me, it's not hard...it's just new.

So remember, that you will always have someone there to ensure your financial foundation is in place and that things are on the right track when it comes to your legacy.

Because like my late friend Joseph Smith once said:

"I would just like to leave my children with more than just a good memory."

He has. 

And as we continue working together, you will too.

Can't wait till our next get together.

CJ Wallace

Velocity Consulting