These are heavy times we are going through! We hope all is well with you and your family. The markets are trudging forward regardless of the news, and that is in part because the markets are forward looking and betting things will improve.
We have been busy these last few months handling all of our client’s needs as well as several new clients coming in. It is heartening to have new clients who understand our prudent strategy of investing.
Some news~ Kasey has been working on a pet project that you just might be interested in! She’s writing a workbook that is a guide to making your own spiritual or ethical will. It’s a fascinating topic.
As a financial planner and advisor, Kasey has assisted people with their estate planning for well over 30 years. Explaining how our possessions and financial assets can pass easily to our loved ones and charities, but what about our intangibles? Our knowledge? What is in our hearts? When she learned of this, she found it so intriguing she decided not only would she put down her own most cherished beliefs and insights, but would also make this available to everyone by creating a workbook; a gentle guide to go through the process of creating one’s own spiritual legacy.
The act of writing it benefits the author—you—too. The writing of an ethical will can bind you more to your heritage, understanding more of your own cultural history, and define your ethical and spiritual values. Thus, you create an intangible, but very meaningful, legacy. Through the project you may begin to understand how your life made a difference, and can continue to do so through your efforts in the Ethical or Spiritual Will workbook, (name it what you want).
We will keep you posted on when it will be available, hopefully by October. If you are interested in being in our Beta test group for the first draft of this workbook, let us know. You can hit reply to this email.
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