Carrie L. Cole, Certified Financial Planner – How Attorneys And Financial Planners Can Work Together In The Best Interests Of Their Clients

Dear Lori:

I’m writing to compliment you on your most recent mailer about who you are and the services you offer. It was a very nice presentation piece.

As a professional that has worked with you for many years, I agree with the testimonials given about your services. We’ve worked together on many cases and it’s been a wonderful experience. I have appreciated your willingness to bring in a financial advisor to cases that have needed additional expertise. You believe in doing things that benefit the client, which is why I trust you with my referrals.

I honestly believe that your attorney referral service is your passion. You’ve been connecting people for years—it’s one of your talents (and you do it well)!


Carrie L. Cole, CFP


Audrey A. Mattison, CPA – How Your Legal Resource Benefits CPA’s

Hello everyone,

I just met with Lori Williams in my office. Lori is a member of my NAWBO group (National Association of Women Business Owners). Lori was a divorce attorney, but has now set up a legal referral service. Referral fees are paid by the attorney’s, so her services would be provided at no cost to you.

Please keep Lori Williams in mind when you, or someone you know, are in need of a warm, friendly and professional person to help you find a good attorney. Do your friends, family, neighbors, and associates a favor, pass this information along.

Thank you for your time and consideration!


Audrey A. Mattison, CPA, PC

World-Class Business Services!
Accounting/Tax/Business Consultations

7 W. Square Lake Rd.
Bloomfield Hills, MI 48302
Office: (248) 452-5643
Fax: (248) 452-5648
Mobile: (313) 610-1408
Website: www.aamcpa.net
E-mail: aamcpa@aol.com


Sue Berke, Star Financial Resources – An Example Of How Your Legal Resource Connects Professionals With One Another For Their Mutual Benefit


You are terrific!! I cannot believe the network of people that you have built up and how you connect people. You truly have a gift, and I know that you will be rewarded for those gifts several times over.

I just got off the phone with Carrie. What a nice lady!! We had a terrific conversation, and it turns out that she used to be associated with a credit repair service that I was formerly affiliated with (I am with a different service now), so she is very familiar with how credit repair works. She tells me that she is interested in getting into the debt management area, and now I may have a referral for her. Isn’t it nice how that works!!!

Thanks again for putting me in touch with Carrie, and I look forward to seeing you soon!!

Take care,

Sue Berke
Email: sberke@starfinres.com
Office: 248-203-7007
Fax: 248-203-7006
Cell: 248-910-5522


Essential Strategies, LLC – Thank You to Lori Williams & Your Legal Resource

Thank You to Lori Williams & Your Legal Resource

I’d like to take a quick moment and thank Lori Williams for allowing me to be a guest writer in her monthly newsletter.

If you don’t know Lori Williams or her company, Your Legal Resource do yourself a favor and get to know her. Her unique perspective regarding the legal field is a breath of fresh air. Also if you have a legal question or concern, but not sure who to turn to she can be “Your Legal Resource”!

Brian S. Eyster, Wealth Strategist
Essential Strategies, LLC