Recently I've had the pleasure of helping Karen Walman with some wealth accumulation and business planning matters. Karen was so pleased with the results that she thought you might be interested in hearing more about the services we offer.

Enclosed is a brochure that will give you some information about who we are and the kind of work we do.

I'll be calling in a few days to introduce myself and schedule a mutually convenient brief meeting. Please feel free to contact Karen if you'd like to know more about the work we've been doing.

Sincerely,