The Nokbox was recommended to me by a wealth advisor, Claire, at SBK Financial and I’ve found it to be better than advertised. There is no finished product here, this is an evolving, trusted companion as life progresses. The Nokbox initial data gathering process is not a compilation of statements in a box. This process helps frame questions/decisions about financial, tax and estate planning that is specific to your situation. It brings to light issues we (as a couple, but this is invaluable ...