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NEWS

2.16.2008

I met with a wealth management advisor this week. He was from Switzerland and had an amazing green suit on. We assessed my financial goals and discussed how I would achieve these goals. I was familiar with most of the terms he used and asked him very specific questions. When asked how much I spent per month, I pulled out a spreadsheet that tracked my income/expenses for the past five months. When asked how I could improve my spending habits, I pulled out a document that detailed several scenarios and their projected results. He told me he was very proud of me. Then he said, "What was your major in school... business?"

"No," I paused, "ART!" He looked quite surprised. It really made my week. Yeah, go art people! We can do it all!

<3 ms

Labels: Financial Goals, Martine, Switzerland, Wealth Management