Call Me Skeptical, But…

{3:30 minutes to read} In over 25 years as a Certified Financial Planner(™) professional, nobody’s ever called me and said, “I won the lottery.” A few have announced they’ve received “unexpected sudden wealth” and want to plan for the rest of their lives. More often, people call me to say “I’m afraid that ”…. and you can fill in the blank from there. “My company has downsized,” or “Health issues are forcing me to retire prematurely and I’m financially unprepared.” But the most frequent call in So Cal is: “I’m getting divorced and don’t think I’m going to get what is mine.”

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