My personal financial planner (and sometime hotelier) Caroline changed firms and Magnolia offices last month, and Mike and Heather finally got around to taking me to inspect her new digs. As far as I’m concerned, the new location could not possibly be better: It’s in the heart of Magnolia Village, in the same parking lot as Bartell Drugs and conveniently next door to Pet Pros, where I frequently stock up on mini cheese and salmon hearts at the help-yourself treat bar. Caroline gave us a short tour of the new layout and introduced us to everybody who was working there, which gave me the opportunity to give a good sniff-over to each and every office and conference room. It was not until I got into Caroline’s private office that I found the specific cabinet I was looking for. And let me tell you: While the name of the brokerage may have changed, the quality and quantity of the treats Caroline keeps for her doggie clients has not diminished.
Caroline then went over my retirement portfolio with me and Heather (Mike, unfortunately, is not financially astute enough to participate), suggesting how I might re-balance my holdings to achieve greater security and long-term growth. Made sense to me! As long as I was allowed to stay close to the treat cabinet, I was all ears. When Caroline talks, I listen, especially when I’m staying at her house and she controls the treats. The only “insider” information I really need is how to open that special cabinet that pays great dividends.