Shan,. Interior Designer I think patience is an important factor for a financial planner & I guess Wendy had that from the start.
I was never one who could sit through an insurance conversation due to the numbers & heavy text reading. Yet, Wendy was willing to explain the complicated plans to me & illustrated them in graphics for me to better understand what works best for me. It took me a while to settle down at first, but hardworking Wendy was cool & patient with her follow-ups over the years.
It’s been many years since I first knew her, she has always been the reliable one that I can trust to be there for me, so that’s why she’s the chosen one.
Everything was made easy for me,
Thank you, Wendy!! |