Life In The Big Apple

meeting up with the new client

Stef's: POV
I'm here waiting for my new client while looking over the paperwork. When we meet up recently for a consultation
She gave a list of her quarterly statements, as l read over
And see a few errors. She isn't budgeting her money correctly, all l can do was shake my head. I look up and see Leslie walking through the door, Ms. Foster it's good to see you again. Leslie says to me, same here Leslie
I responds. I've been reading over the information you gave me, there's a few things l found concerning
Stef said to Leslie. Ok what is it Leslie asks
First off you have funds all over in different places
I draw up a flex plan that can help you with your finances
Which means you're have to be on a strict budget
You were talking about opening up a sports bar
What l suggest is that you put your money into separate accounts. One for your business, the others in a savings account, checking and another for your personal
As you know my fees are reasonable. If you want my assistant, Stef explains to her client Leslie. So what do I need to do, Leslie says to me. This young woman must have a comprehensive problem. Cause l just explained everything to her, l said to myself. Leslie l just told you what you need to do, l wrote up a budget that you'll need to follow. You can have your sports bar, but you'll have to stay within your budget. Opening up a bar is a lot
Because you need to have permits, for everything
And keep a count of your daily profits. You need to keep all your receipts. You can't make any large purchases
I'm just trying to help you as your financial advisor
You can't keep spending money on frivolous things
Like who needs three vehicles. I'm telling you that your gonna be broke before you know it, if your not careful
For a billionaire. Your being careless, Stef says to Leslie
The young woman takes in everything that is being said
Stef hands her a contract for Leslie to sign if she agrees
With the terms of my assistant, in changing her spending habits. Ms. Foster what is my retainer for, Leslie asks me
For all the research l've been doing for you and so on
As you can see l didn't charge for the consultation
If you look one page three. You'll see my fees of everything
Stef said to Leslie, Stef looks at the time on her watch
It's almost time for her to pick up the kids from school
in another half hour. Leslie signs the contract
She hands to me, l already signed my signature
Leslie takes out her check book. I look over everything to make sure things are in order, l give Leslie her copy