Did a financial plan review with a client yesterday
Sheβs divorced, mid 50βs, two kids, hates her job
Thankfully I was able to show how contributing to a tax free account can support her goal of retiring in 5 years
She couldnβt stop smiling as we went through her plan. By the end of the meeting she asked if she could refer her kids to me
Thatβs the greatest gift a Wealth Advisor can get. The opportunity to support the next generation and strengthen family ties is what itβs all about
I love my business and I love the clients I work with
@thriving__kids Great response. My had a burger patty, salad and strawberries for dinner last night
He freaked out and threw them on the floor. I didn't offer him anything else. I just put the food back on his tray
Eventually he came and at the food