Hey there, it’s James Mayer, Branch Manager, from the Huffman Mayer Paolo Wealth Management group of Wells Fargo Advisors. I want to share a raw unedited thought of mine. Hope you like it. Let me know in the comments.

Hey there, its James. Just a quick thought, I had one of these meetings this week, probably one of the most rewarding meetings you can have as a financial advisor. I had a referral call in and we were able to meet with them and they would like to retire in 6 months, within minutes of discussing their behavior and spending habits and savings habits. Their activities they have planned in retirement, the lifestyle and hobbies that they have. You know it was very very clear that they’re very responsible, in very goo shape, even before we looked at their assets and liabilities. It’s very rewarding to, in few moments of spending time with someone, realize they’re going to be good, they are in good shape, they are going to be able to sustain a retirement. Almost regardless of what happens, but  they have a good financial mindset and good habits. Now as we got into their big picture that that thought was just even more validated. So I when I am able to kind of look someone straight in their eyes after meeting them an hour prior and say “you know I think you are in good shape, if you are ready to retire. I think you need to work on these steps to get there and if it is 6 months down the road or a year down the road you are going to be in great shape. There is no better feeling than having that understanding of someone and that they are going to be in good shape. So just a quick thought I’d thought I share it.

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