Review Detail

This was valuable. Useful information well presented. Glad to know of further support Mark makes available. Like the idea of a streamlined approach to this very important aspect of planning - it makes values conversations and fincial choices available to more clients. Welcomed the stats of impact of knowing 8, 5, 2 of clients values. Would be helpful to have stats comparing results of streamlined approach with results of more intensive values/life planning approaches. Mentioned 10% /80%; are there studies?