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Apr. 7th, 2003 10:14 amWe absolutely wrecked my kitchen this weekend. This is a delightful thing. It's a good thing when you've run out of pots and spoons and burners. This is why I *have* a kitchen full of stuff, after all.
Man, this financial planner guy...... I have a firm policy of not doing business with any person who calls us at home to solicit us, either for business or donations. I feel that by rewarding cold calling with a response, we are serving to perpetuate that way of doing business. I refuse to be a data point in the "success column" on calling. However, for reasons utterly unfathomable, Mark told a financial planner who cold-called us that he could go ahead and send information to us. Since then, the guy won't let up. He called this weekend and led me to believe that Mark wanted to set up a meeting, so I went ahead and set one up. When Mark heard about it, he was flabbergasted, and called the guy back to cancel. Couldn't get him, left a message on his machine.
He just called again this morning to tell me, again, what the meeting would entail and why we should go through with it. I'm like, buddy, your assertiveness seems to have put my husband off; I don't know what his reasons are for not wanting to meet with you at this time, but I respect them. You don't need to be telling me all this stuff. He asked if he could call later when Mark was home. I told him he could do what he wanted, but my advice would be to let Mark call him if and when Mark felt like it. As in, call back at your peril, asswipe. I suppose I could have told him to completely cross us off his list, but you know, this is Mark's deal, and I don't want to be like an overprotective mommy who tells someone to back off.
The real problems? (A) We don't have that much money to do new extra investment things. (B) I'm perfectly happy with my own retirement plan--TIAA-CREF is perfectly sound, our current financial planner agrees; which gets us to (C) we already HAVE a financial planner. I don't think we're 100% happy with him, but I have this feeling that we'd never be happy with anyone, because Mark and I have very different feelings about financial planning. We are completely opposite and you'd think that would mean we'd be the perfect complement of long-term and short-term planning and risk acceptance and aversion, except it doesn't work that way at all.
We should sort all this out, but I don't care to do it in the office or a smarmy guy who doesn't respect our feelings.
Man, this financial planner guy...... I have a firm policy of not doing business with any person who calls us at home to solicit us, either for business or donations. I feel that by rewarding cold calling with a response, we are serving to perpetuate that way of doing business. I refuse to be a data point in the "success column" on calling. However, for reasons utterly unfathomable, Mark told a financial planner who cold-called us that he could go ahead and send information to us. Since then, the guy won't let up. He called this weekend and led me to believe that Mark wanted to set up a meeting, so I went ahead and set one up. When Mark heard about it, he was flabbergasted, and called the guy back to cancel. Couldn't get him, left a message on his machine.
He just called again this morning to tell me, again, what the meeting would entail and why we should go through with it. I'm like, buddy, your assertiveness seems to have put my husband off; I don't know what his reasons are for not wanting to meet with you at this time, but I respect them. You don't need to be telling me all this stuff. He asked if he could call later when Mark was home. I told him he could do what he wanted, but my advice would be to let Mark call him if and when Mark felt like it. As in, call back at your peril, asswipe. I suppose I could have told him to completely cross us off his list, but you know, this is Mark's deal, and I don't want to be like an overprotective mommy who tells someone to back off.
The real problems? (A) We don't have that much money to do new extra investment things. (B) I'm perfectly happy with my own retirement plan--TIAA-CREF is perfectly sound, our current financial planner agrees; which gets us to (C) we already HAVE a financial planner. I don't think we're 100% happy with him, but I have this feeling that we'd never be happy with anyone, because Mark and I have very different feelings about financial planning. We are completely opposite and you'd think that would mean we'd be the perfect complement of long-term and short-term planning and risk acceptance and aversion, except it doesn't work that way at all.
We should sort all this out, but I don't care to do it in the office or a smarmy guy who doesn't respect our feelings.
