Today I actually kept the appointment that I had made with a guy at the bank. He helped me deal with a financial boondoggle I was ignoring, and he was so easy to talk to and friendly that I actually said the words “I was wondering if I could come back and you could help me out with my finances.” And he agreed. I put off making the appointment for weeks but finally I buckled down, like a grown man, and called for the appointment.
In half an hour, we consolidated a big chunk of my debt and made a plan for paying it down He also looked over my current investment and savings plan and said it was pretty reasonable and that I was in “good shape.” That is more than I could have ever hoped for. I actually felt a couple pounds lighter when I left the bank today, which has NEVER happened before.
I don’t know if this can actually be considered “accomplished” as I don’t think the guy is an actual Financial Advisor. But I find him easy to talk with, he gives me financial advice, and I feel confident that I can actually effect some change in my finances. And that’s as close as I’ve ever been to being comfortable with money. So mission: accomplished-ish. 15 months ago