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Apparently I'm a financial freak!

January 25th, 2010 at 05:55 am

My neighbor called me the other day letting me now that she is embarking on a new venture and if I could be a practice customer for her with her and her trainer. I blindly agree, cause she is a great neighbor, it's the least I could do.

Turns out it was financial advising with the eventual selling of insurance, etc. The sell starts with giving people a financial analysis and showing some examples of people's financial situations and how they were able to improve them.

We talked a bit and it turns out my financial situation is better than their examples. Okay - in full disclosure - I have seen a financial advisor last summer and had a good idea on my finances so I didn't do the whole run down with them. But it felt really good that we are on track! They told me how I was not average and ahead of the curve, which I have to say, I enjoyed.

Knowing that my hubby was going to be deploying, we worked hard to get our financial house in order and it's nice to feel like we did a good job!


1 Responses to “Apparently I'm a financial freak!”

  1. miz pat Says:

    Freak sounds negative. How about, you are smarter than the average bear? Or smarter than the average consumer.

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