I was busy baking cookies and washing up dishes when the phone rang. As I juggled dish towels, phone cord and running children the voice on the other end told me that she was a client from over a year ago and promptly started updating me on the financial status of their family. It was lots of great news on how they were out of debt, they had only their house to pay off and they were steadily working on increasing their savings.
I was congratulating her and her husband for their diligence and hard work when we got to the reason for her call. They had just found out about a Wonderful investment opportunity and they wanted my opinion of the company and the situation. Normally, I totally revolt at telling people what to do with THEIR money. First off, Im not a trained financial professional and always defer to such people in these sorts of situations. Secondly, I dont know all the hopes, dreams and goals you have as a person for your money, so why should I give you direction on what to do with YOUR money?
However, since I had coached this family before I listened politely as she breathlessly told me of this incredible financial opportunity and how they were seriously...
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