A sample script for your first session with a client.
Select Download to download the whole client Notebook or you can select individual worksheets from the list below: Worksheet. Session 1: Topic 1 – About My Spouse Worksheet. Session 1: Topic 1 – About My Spouse’s estate Worksheet. Session 1: Topic 3 – About Me and My Family Worksheet. Session 1: Topic 4 – My […]
All flyers below are sent to prospective widow clients. Financial Coaching flyer Grief Exploration flyer Shock of Widowhood flyer Widow Services flyer Coaching Topics flyer
This package is for your information to help you understand the entire process. If you are looking for a slide to share with your client, please download the one slide summary.