“Dear Stuart: We have not touched base for a while, and I wanted to share my good news with you. This year after transitioning to a new office, I reached my goal for fee receipts ahead of schedule. I also generated about $75,000 in fees for other employees. I expect to be offered an ownership position this month.

I credit much of my success, during this important transition year, to the plans we made (and of course, my determination to stick with these). You really helped me over the hump of this move and I will always be grateful.”