Issue 3: The Escape Clause


Hello,

Didn't take too long to fall off the (self-imposed) schedule.

But I will say that this one's a bit late because I've taken the drastic step of having a few days of leave last week.

Anyway, we're back for this threequel in the newsletter series - extra points if you know the movie series this month's subject name is from.

One thing we haven't included in this month's Activity page is how many professionals I've spoken to recently that share my desire to be able to just extract thoughts into a big bowl of memories to look at later.

A pensive Pensieve, if you will...

(*Yes, we know this is what a proper CRM is meant to do - but doesn't Dumbledore's way just look easier than keeping tasks up to date!)

Thanks again,

Jordan and Nathan

Recent articles

​How We've Helped - Jillian​

When Jillian lost her husband, her finances felt overwhelming.

This one's about how expert advice turned fear into clarity—with benefits both tangible and life-changing.

​What We've Been Up To​

We tend to do a lot of stuff each month - here's a rundown of what we've been up to lately.

​Meet...Kellie!​

If you're helping people navigate any type of dispute and need the services of an excellent forensic accountant - get to know Kellie and her team!

​Worth a Read​

In internet terms, Kevin Kelly's idea of '1,000 True Fans' is almost ancient.

Ostensibly for 'creators', we think it's relevant for anybody looking to build anything in the public sphere - like a practice, perhaps...

(You might also like to check out the 'How We Help' page, where we outline all the ways we can help you help your clients.)

1341 Dandenong Road, Chadstone, Victoria 3148
​Unsubscribe · Preferences​

PlanningSolo

Read more from PlanningSolo
Issue 5: The Newsletter Strikes Back

A regular brew of stories and ideas for the lawyers, accountants and other professionals who help clients through life’s big changes. Hello, So, it's been a while. Eleven months, if you're counting, which I suspect you weren't (no offence taken). In my defence, I did flag in the last issue that I was running out of movie franchises with more than three instalments. What I didn't mention was that finding a worthy fifth would take the best part of a year. Stars Wars Episode V, the good one,...

View this email in your browser I’ve Been Working on Something Important Hi Reader, Over the past little while, I’ve been working on something that’s very close to my heart. It’s called the Green Box Exercise – and having worked together for a while, I wanted you to hear about it directly from me. Over the years, I’ve seen first-hand how difficult things can become for families when someone passes away and there isn’t a clear record of what’s where. Even in well-organised households,...

Hello, Is it exciting, depressing, or anxiety-inducing to know that there are 64 days to the end of the calendar year - and 52 until the Friday before Christmas? Exciting, hopefully, because you have a clear run of easily deliverable jobs to get out. All while striking the perfect balance between end-of-year social engagements and comfortable productivity, before walking into the sunset of a long, relaxing, summer holiday. We certainly hope this is the case for you, and you're year-end isn't...