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I was just creating a file for a new client (for those of you who may not know what I do for a living….I am an assistant to a financial advisor) and while reading through the Pre-Planning questionnaire we had her complete, I came across the following:

Q: Of your current investments, do you feel any of them do not meet your needs?

A: Yes. The ones that are losing money

Q: What is the most important thing you want to accomplish from the financial planning process?

A: Not to become a bag lady

ROTFLMAO!!

I tell ya folks….this is a client after my own heart….I couldn’t have written better answers to those questions!

I love my job.