I’ve been with my current financial advisor, James, for close to 15 years. In a recent conversation, he shared his first impression of me, which, surprisingly, wasn’t complimentary at all. He said that after I entered his office to discuss retirement, he thought he’d never see me again.
What James didn’t know about me when we first met was that I had seen family members lose their homes, beg for bus fare and contemplate suicide because they had no money in their twilight years. I didn’t want to suffer the same fate.