"I made two good decisions. The first was to start working with you in the first place. The second was following you to your new firm." This huge compliment came from one of my favorite clients during a recent client meeting.
When she first signed up, she was to the point where retirement planning was literally keeping her up at night. It was at the top of her middle of the night worries. She felt that she started late not because she didn’t want to prioritize her finances, but because she didn’t know what to do. She was also a bit skeptical and even admitted "I’m not sure why I stayed on the phone with you. I usually hang up when Advisors call me." Years later we’re both glad that she didn’t!
