"Having been somewhat successful in our ....business for nearly a decade, my husband and I found ourselves in unfamiliar territory during the downturn in San Diego over the last couple of years. We were struggling to maintain our lifestyle and manage the loss of income at the same time. ...... A friend of mine from church was going through a difficult situation as well and while sharing and trying to encourage one another one day, she mentioned knowing a 'financial guy' who was also a Christian and who 'really knew his stuff'. So, I took his name.
A few days later my husband and I found ourselves under the gun to make a financial decision the following day (Saturday) with one of our creditors. Never having been in this position, we had no clue what the ramifications of our decision, one way or the other, would be. I mentioned jerry to my husband and he thought we should try him.
So, I called Jerry on a Friday evening at about 6:00 pm., left a message and just assumed I would hear back from him on Monday. That evening about 9:15 pm I received a call from Jerry. He was familiar with the scenario I described and encouraged us that we could buy more time from the creditor before making the decision, so he could analyze the situation. He offered to meet with us Monday morning at 9:00 am. Wow! That was impressive enough, until the last part of the conversation that night. As we were ending our conversation, Jerry made a point of encouraging us by reminding us that we needed to be looking forward and that there would be no judgment on his part, whatever the circumstances. He was clearly a Godly man and Christ shone through him that night.
We did meet with Jerry that next week. His vast financial knowledge and experience were immediately evident. Since that time our family has been through extremely difficult challenges and trials. We have had to make some of the toughest decisions of our lives and Jerry has been there with us every step - always just a phone call away. He has seen us cry, he has seen us at our most stubborn, he's seen us laugh and he has made us laugh. He has become so much more than a financial advisor. He has become a source of encouragement, a Godly counselor, a confidant, and a friend.
We would highly recommend him to anyone looking for an honest, forthright, and knowledgeable, sincere person to handle their finances.
Sincerely,
K & L
Categories:
thankful we could help

0 comments:
Post a Comment