Laura_Siegel
Level 3

Finding inspiration

Hi Jessica,

 

Thanks for checking in.  I have not made any real go forward plans.  I did get a new client that has challenged me and I have been focused on trying to get that work done.  I have been looking to get some suggestions on how best to deal with this new client that is the trustee of her mother's trust, as well as a beneficiary.  Her books are a mess and I am cleaning them up but in need of help so unfortunately that has taken my time up.  It has taken me away from wanting to go in new directions BUT I still want to.  

 

If you have any ideas, I would greatly appreciate it.

 

Happy Sunday and hope you are having a good weekend.

 

Best,

Laura