My FP would absolutely spend time with me reviewing and explaining; I was just looking to educate myself at my own speed. When I started working with her it was a month after my husband’s death; I wasn’t able to focus on anything new at that time. I threw the life insurance into a high interest saving at Schwab since I already have my IRA there, until I set up with the planner.
I probably looked like a crazy person, running to the insurance agent to pick up the check, and them to the FP at Schwab, who I had no relationship with. The check was coming next day air, so once I knew the insurance agent had it, I went to his office. They were in 2 different parts of my city and took a couple of hours to complete the transaction. I wanted that money somewhere ASAP to start earning! Oh, and of course it was a Friday!