Here it is, already done. If you want to pay me, okay, if not then dont cheat me
- Look to us first next time
- Familiarity with a product or company doesn’t mean you know it’s financial situation
- It is best to spread your risk, and maintain some liquidity
- It is better to have low reward than no reward
- We’re you’re friends, and here to help you.
- Put things in to long-term perspective.
Here is our letter:
Dear Mr. Client,
At the outset, I would like to mention that I am glad you came to me with this matter, as I feel that given our history we are able to speak openly with one another and have a strong track-record together. Let me put you at ease however, we have a solution.
We are of the generation that knows what a dollar is worth, and we know how to spend it well. We’re also of the generation that was taught that saving for a rainy day, is never a bad idea. I am dismayed that you hadn’t come to us earlier that we could have devised a long-term plan for your savings and future planning.
With regards to your current circumstance, our advise is simple: Let’s distribute, or spread, the funds so that you have some security, and some money to spend as well. After all, we know you enjoy visiting Alice’s children in the summers!
You shall be receiving a call from me very soon to take you out for lunch, and we can discuss the details of how to re-coupe what money we can, and how and how much we should re-invest; all in line with –your- priorities.
Good to hear fromu