[Your Family]: [Year] Year in Review

TRIPS [00] | BOOKS [00] | BIRTHDAYS [0] | MILES DRIVEN [0,000]

[Date — e.g., April 26, 2026]

[Recipient Name]

[Street Address]

[City, ST 00000]

Dear friends and family,

Thank you for taking the time to meet last week. As discussed, I have prepared the enclosed materials for your review and have outlined below the next steps and approximate timeline for the engagement.

Please review the documents at your convenience and feel free to call or write with any questions. I will follow up by phone next Tuesday to confirm next steps.

I appreciate the opportunity to be of service and look forward to continuing our work together.

Merry Christmas,

[Your Name]