Seams Jeans
Brian and Gail own Seams Jeans and have been a client of yours since they first started their retail online clothing store.
You’re meeting them today to help them achieve the next phase of their business goals but they’ve also mentioned something of a personal nature.
When you called to set up the meeting, they mentioned an inheritance and at first, you’re thinking they might want to talk about expanding their business or investing their excess funds into property.
You recall the conversation...