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My first meeting with our financial advisor

April 23, 2010

Carolyn accompanied us to Schwab today. There is a great man who helps us on our accounts and he went above and beyond today.  She was relatively entertained for the hour and a half thanks to Daddy. She hates being in her car seat for too long so taking her out usually calms her down. (We probably need to not give in as much) We did have to give her a little formula near the end to calm down and she passed out to sleep. Good girl! Poor Schwab, they did not know what was going to hit them today.

Ps she also enjoyed the termite inspector visits.

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2 Comments leave one →
  1. May 3, 2010 9:00 am

    Does Schwab advise on non-Schwab stuff? IE do they do general purpose financial advice?

    • May 3, 2010 11:03 am

      Yes as long as they can sell you Schwab products of course 🙂 first consult is usually free. More like an assessment of what you have where their products can help you reach your goals. They also did a quick retirement readiness assessment.

      Erin

      Sent from my iPhone

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