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[/fusion_text][fusion_text]We have a nickname for Keith around the office. He is unofficially “dream crusher.” I think a client called him that once. This affectionate title underscores an important (and difficult) part of our jobs. It’s hard to tell someone that they are dreaming a little too big, but it needs to be done. You can put yourself in a world of hurt by reaching for something you can’t afford.
I would love to make all of my clients’ dreams come true. Sometimes that just can’t be done. Most of us can’t retire at age 55, buy a cabin, buy a winter place in Florida, send our kids to Ivy Leagues schools, and travel the world. If you can, please call. I’d love to manage your investments. J The rest of us have limits.
It’s hard to sit down and tell someone that they can’t afford something they really want to do. I’ll do everything I can to avoid it and find a creative solution, or meet someone half-way. In the end though, sometimes it just doesn’t work. You’re better off finding that out before spending countless sleepless nights trying to figure out how to pay for everything you got yourself into. There’s also something to be said for being content with what you have.
Now doesn’t it sound really fun to work with Keith or me? Let me explain why it should. When we tell you that you can afford something, that your plan works, you can sleep really well knowing we crunched the numbers and tell it to you straight. We’re not blowing smoke. That true value of an advisor only works when you earn that credibility by setting reasonable expectations to begin with.[/fusion_text][separator style_type=”single” top_margin=”” bottom_margin=”” sep_color=”” icon=”” width=”” class=”” id=””][fusion_text]
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