What to Do Before You’re Gone - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life and with Your Mone...

Podcast Details:
Podcast Title:  What to Do Before You’re Gone
Podcast Series: Financial Literacy Boot Camp

(Video and illustrations available on our YouTube channel here.)

So recently I created a little template that I like to call the “Financial Contentment Letter“.  And it is really a discussion starter and thought provoker for clients to start to take action on their estate planning.  This is a good document to go over before you create a will, medical & health care directives, or power of attorney because it helps you think through the things necessary in all those documents.
So I wanted to take the time during this show just to walk through the rationale behind my creation of this document and some of the experiences I’ve had --- Send in a voice message: https://anchor.fm/dom-the-maven/message