Client Testimonials

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"As a widower, the confluence of responsibilities of the surviving spouse is overwhelming; I was grieving for my wife while at the same time I had to raise my two sons. I did not have a legacy plan back then. I am glad I took the time now to create my digital binder. It is my gift to my loved ones. I know that when I pass away the work I put in now on my digital binder will make it easier and less stressful for them in the future."

I didn’t know I needed a legacy plan until I was asked to be a deputy for someone else.  After reviewing the platform and understanding how important the Legacy plan is, it is a MUST HAVE to get your affairs in order.  It is an easy way to store all of your key documents and information that will allow your loved ones to easily manage your affairs in the case of a tragic event. Ken is extremely professional and knowledgeable about the product and make it an easy process to complete. I strongly recommend doing a Legacy plan.

“There is so much that we have going on in our lives, this bit of structure and order provides a go-to place for our important documents. Putting a plan together and having a single source of the truth from which to execute is so helpful and a timely service. Consider reaching out to Ken Wiesenfeld and the team at X-it Strategy Consulting for a trusted advisor through the process.”

"The expression fail to plan and plan to fail never applied more than when gathering your personal and financial information for the inevitable.  X-it Strategy's Digital Binder is an intuitive platform that walks you through the important questions that will assist your love ones in a time of need. What would ordinarily be a daunting task, X-it Strategy makes the process easy. Regardless of your income, assets or stage of life, X-it Strategy’s Digital Binder is a must have."

"I thought I was way ahead of the game by creating a will with a lawyer – because let’s face it, dying is not a fun topic. To have to think even more about it? No, thank you.  But Ken made the process so easy and helped me tackle all the details that weren’t addressed – specifics I hadn’t even thought about.  The software covers everything from how to find the Netflix password to how to access my bank accounts so that my family doesn’t encounter any extra stress.  I feel so comfortable knowing that everything will be organized after I’m gone.  Ken’s assistance breaking it down and simplifying it for me was invaluable.  I can’t recommend this enough!"

"Wow, I didn’t realize how much information was in my head that my family REALLY NEEDS TO KNOW NOW; in case anything happens to me.  I never thought I needed to take the time to write it all down until I went through X-it Strategy’s digital binder software. It prompted me to think of my will, trust, bank accounts, investments, loans, bills, attorney, accountant, insurance information and more. And it’s so simple….just go through the consultation and questionnaire.  You’ll be amazed how much important information only you know that would really help your loved ones after your gone.  This exercise summarized it all for them rather than having them figure it out on their own."

"X-it Strategy did a fantastic job of getting our affairs in order and making it easy for us to have a plan to manage our affairs once my wife and I have passed.    Ken is patient, thorough and gave us great advice on how best to use X-it's platform.    Thank you Ken for all your hard work!"

"The experience we’ve had being introduced to Legacy Planning has been fantastic. I didn’t know I would feel so comforted by knowing that all of the most valuable information for our family is now stored in one location.  After my father’s recent passing, and having been left to be a detective, of sorts, with his estate, I am content in knowing that I will not be in this position ever again.  Ken’s ability to help navigate a complex amount of information has proven invaluable."

"Spectacular product, spectacular service!  Nobody wants to think about after-death plans, but Ken makes it easy.  He was there every step of the way with just the appropriate nudge to encourage us to get the plan completed.  I know, with certainty, my loved ones will appreciate the pathway that Legacy Planning paved for them.  Thanks Ken!"

“Legacy Planning was the last thing that I wanted to think about. However, the “digital binder software” allowed me to safely and securely store all of my critical documents, bills, policy’s etc. in one place. This gave me tremendous peace of mind knowing that if anything ever happened to me, my family would have quick and easy access to everything they needed eliminating another burden on them.  I am recommending this tool to all my friends and family"