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Honored Contributor
Posts: 74,582
Registered: ‎03-10-2010

Re: Just venting ……

[ Edited ]

@Kalli.  Please be patient with your planner as it's possible they were under some kind of deadline or pressure to get something signed or changed.  The amount of the account wouldn't matter if that was the case.  Apparently they had no other way of communicating  and it had to be done.

 

I'm sure intruding on your privacy wasn't a choice they'd have chosen under normal circumstances. They may have tried to make an appointment but you were incommunicaato.  Sounds like communications broke down.

New Mexico☀️Land Of Enchantment
Respected Contributor
Posts: 4,010
Registered: ‎06-15-2014

Why would you let anyone in, if you didn't want to risk

germs?

Respected Contributor
Posts: 3,430
Registered: ‎03-09-2010

What @Kachina624 said. You ignored their emails. Why didn't you respond or call them to let them know what was going on? They didn't know about your health. Don't know that this was the case, but some financial decisions are time-sensitive. I'm very sorry you've had cancer; it's a rough road.

Esteemed Contributor
Posts: 7,720
Registered: ‎02-22-2015

I'm so sorry you are going through this awful Cancer journey. Unfortunately people who have never been in such a situation have no idea what a personal invasion they are making when they display such poor manners!

An angry woman may have taught the rude guy a thing or two today! I certainly hope so. And perhaps he went back to his office and reminded his co-workers of the imposition and sheer rudeness of stopping at a customer's home unannounced. We can hope your incense was well warranted.

BRAVO for standing up for your privacy in your own castle!

Money screams; wealth whispers.
Honored Contributor
Posts: 9,954
Registered: ‎03-09-2010

Just because the OP chose to ignore the e-mails doesn't give them the right to be knocking on her door unannounced.

 

How about a phone call or snail mail before just showing up.

Esteemed Contributor
Posts: 5,347
Registered: ‎12-13-2010

@Kalli Wishing you the speediest recovery! Check with your financial planner. This could have been a scam. Very, very strange. Best to you going forward.

Honored Contributor
Posts: 11,327
Registered: ‎03-10-2010

Re: Just venting ……

[ Edited ]

I have 2 financial planners and let me tell you they would never show up,at my door. Not only is it rude, but sounds like someone inexperienced and over eager.   You might send him an email explaining  you are going thru chemo, you have received his emails... and chose not to,be bothered until you are better. Then just let him know, when you are better to handle these financial matters you will contact him.  And,until then you would appreciate some privacy  if it's not urgent of course. 

I have had cancer and treatments, I didn't have chemo, only meds and radiation.  but many of my friends have had chemo. . No picnic .  Believe me there were days when they couldn't, or didn't want to speak to anyone, not even family. It is a unique personal journey  that only you experience .  I do know from my personal experience some of the hardest part was the medical snafus, the appts, the meds, the stress. Soooooo stressfiul. The waiting for labs and sure.    I do know, there will be a point when you are on the other side of this treatment, and will be amazed at yourself. Most people I know, know they can do anything in life after this.  And life is so much different after.  Sweeter. 

peace,

shoekitty

Honored Contributor
Posts: 10,267
Registered: ‎06-14-2010

The most important thing , Kalli, is that you have good health and peace of mind and I wish you both.

 

As far as anyone going to your house unannounced, that is rude and shows a lack of manners and common sense.   I also would call the financial planner and report it.  

 

I can understand the stress it caused you and I am sorry you had to have such an experience.  I hope you have calm days ahead and may good health be yours and your ordeal behind you.

Honored Contributor
Posts: 11,327
Registered: ‎03-10-2010

@Kalli  And thank you for venting. You had a right!!!

Esteemed Contributor
Posts: 6,805
Registered: ‎03-09-2010

Prayers for you and a healthy speedy recovery.