I feel sad when I see them stressed out about money all the time.All suggestions are welcomed :)Thank you. 

I feel like it is helpful to add that I am not looking or asking for any compensation for performing the tasks I mentioned above, as well as bringing in my knowledge/experience to benefit both of us to maximize the returns we will get in the future.

Feel free to reach out with any questions.  

It feels like a constant cart before the horse but I have become better at scaling over time, today own and operate 194 units mainly in the manufactured home space but we have more than a dozen single-family homes, a motel, and an apartment complex.I have myself in a CEO position but I also fill the position of sales and acquisitions.

I feel like it's safe to assume that when most people see the letter in the mail it just goes straight in the trash anyway. 

Although I don't feel like I'm legally obligated, I'm trying to come up with a solution that works for both sides.

As @Nathan Gesner says, please feel free to ask any question of the community.

If you feel more comfortable investing in your backyard then that's cool too. 

Feel free to reach out if you have any other questions! 

. - Iterate on at least 3-5 more sheets of paper until it feels right. - Back everything about your financial plan into that end state. - NOW, run your draft plan by a CFP or three.