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John & Mary Burke emails Draft two emails to the Burkes, one following your initial interview and one following your initial interview and data gathering
John & Mary Burke emails Draft two emails to the Burkes, one following your initial interview and one following your initial interview and data gathering (pp 246-259) in which you prepare them for the plan presentation meeting to come, and the second following the presentation of the plan and the summary of your recommendations. Your focus should be as follows: Email one: concisely summarize what you've learned about the Burke's current circumstances and their goals and the issues you will be addressing in their financial plan. Email two: concisely summarize your findings and the next steps required to implement your recommendations. Be very clear about the role you and the Burkes will play, respectively, in implementing those recommendations
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