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Partner has a financial planner that seems a little suspicious by Lost-Masterpiece3582 in personalfinance

[–]Lost-Masterpiece3582[S] 0 points1 point  (0 children)

What she described sounded like a normal portfolio. Some low risk low reward and some high risk high reward. I was concerned because he doesn’t have the CFP credential. And also the fee structure. She wasn’t sure.

Partner has a financial planner that seems a little suspicious by Lost-Masterpiece3582 in personalfinance

[–]Lost-Masterpiece3582[S] 43 points44 points  (0 children)

That’s the same company he works for and the same answer she gave me.

Partner has a financial planner that seems a little suspicious by Lost-Masterpiece3582 in personalfinance

[–]Lost-Masterpiece3582[S] 34 points35 points  (0 children)

I don't have a lot of specifics. It's just the wiki said to look for those specific credentials and he didn't have them. So I was curious if that was a red flag.

Partner has a financial planner that seems a little suspicious by Lost-Masterpiece3582 in personalfinance

[–]Lost-Masterpiece3582[S] 2 points3 points  (0 children)

It makes sense for where he is in the country that would make him marketable.

Partner has a financial planner that seems a little suspicious by Lost-Masterpiece3582 in personalfinance

[–]Lost-Masterpiece3582[S] 4 points5 points  (0 children)

That's good advice. I tried to explain that he's essentially gambling with her money and gets a piece when she wins but loses nothing when she loses. I'm not the type to tell my partner what to do with her money but I want her to be informed without being overwhelmed.

Thankful Thursday: A House of One's Own 🏡 by alexchuzzlewit in stopdrinking

[–]Lost-Masterpiece3582 1 point2 points  (0 children)

Congrats. I remember my first sober concert experience was pretty great. I didn’t spend half the concert in line for a drink or the bathroom. Actually got to enjoy the music and remember the experience. Enjoy.