House Call
We met with our new financial advisor today - and he made a house call. I think meeting new clients on their own turf must be beneficial to both sides: we could see what kind of car he drives, and he could see the state of our lifestyle. He’s great, and reassured us that whatever it is that we do with our dwindling pot of assets, it has been just fine. We didn’t realize how stressed we’d become, after going a few years since our beloved Pat retired, but we took a long nap after our new guy left and were so energized after.
I liked the part where he jumped up and grabbed a paper towel after I spilled his coffee all over the table.
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