February 4, 2014
Thank you for meeting with me yesterday for our Periodic Review. I appreciate you taking the time to meet with me to review not only my financial portfolio, but also my plans for the future to ensure I am Retirement Ready! I always come away from my meetings with you feeling very positive about the future, with any fears I had being banished. It’s a good feeling. I also appreciate receiving your comprehensive briefing notes, to refresh my memory when and if required. S.T.