Erin D.
A Godsend when I needed it the most!
NLBM fell into my lap at a time I needed it the most, and didn't really even know yet to what extent at the time. Prior to getting started, I was initially worried about whether the promises of the program were too good to be true and worth the investment, but NLBM has delivered above and beyond every step of the way. I cannot say enough good things about the support and resources they provide to their members, particularly where they are new to estate planning and running a business. While the initial process of being certified as a PFL and passing the assessment feels a bit overwhelming at times, it is definitely doable. The only reason I did not give 5 stars is how things are bifurcated between pre and post assessment. I understand how they want people to be focused on passing the assessment and doing plans the PFL way, but its difficult to get the full picture and start setting up your business and get the tools you need lined up when you aren't given access to all the information. I also feel like most business coaches are remote and in different time zones that don't cater well to west-coast participants which can mean finding time on the calendar that actually doesn't interfere with your time blocked calendar difficult.




